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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $58.2B AUM 3,558 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 453 New 1645 Added 991 Reduced 263 Exited
Page 2 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASCENDIS PHARMA A/S 13,495.0 $3.6M 0.01% NEW $266.72
22 AMCOR PLC 76,336.0 $3.3M 0.01% NEW $43.35
23 GGOV BLACKROCK ETF TRUST II 63,883.0 $3.2M 0.01% NEW $50.29 -0.2%
24 BLACKROCK ETF TRUST 105,813.0 $3.0M 0.01% NEW $28.03
25 JADE J P MORGAN EXCHANGE TRADED F 31,584.0 $2.5M 0.00% NEW $80.13 -1.5%
26 SETM SPROTT FDS TR 73,895.0 $2.3M 0.00% NEW $31.16 +7.2%
27 ISHARES TR 82,698.0 $2.1M 0.00% NEW $25.80
28 HONEYWELL INTL INC 9,446.0 $2.1M 0.00% NEW $223.89
29 HONEYWELL AEROSPACE INC 9,446.0 $2.1M 0.00% NEW $221.07
30 EFSC ENTERPRISE FINL SVCS CORP Financial Services 31,154.0 $2.1M 0.00% NEW $65.88 -2.8%
31 TLTD FLEXSHARES TR 19,682.0 $1.9M 0.00% NEW $98.07 +6.0%
32 J P MORGAN EXCHANGE TRADED F 35,760.0 $1.8M 0.00% NEW $50.18
33 KRYS KRYSTAL BIOTECH INC Healthcare 3,739.0 $1.4M 0.00% NEW $371.67 -9.3%
34 SCIO FIRST TR EXCHANGE-TRADED FD 64,864.0 $1.3M 0.00% NEW $20.67 -0.2%
35 FEDEX FGHT HLDG CO INC 5,568.0 $841K 0.00% NEW $151.00
36 BKGI BNY MELLON ETF TRUST 16,120.0 $725K 0.00% NEW $44.97 -0.6%
37 COGT COGENT BIOSCIENCES INC Healthcare 18,279.0 $707K 0.00% NEW $38.70 -8.8%
38 PIPR PIPER SANDLER COMPANIES Financial Services 9,657.0 $699K 0.00% NEW $72.34 +0.7%
39 KRMN KARMAN HLDGS INC Industrials 12,892.0 $644K 0.00% NEW $49.92 +8.9%
40 DYN DYNE THERAPEUTICS INC Healthcare 28,621.0 $636K 0.00% NEW $22.21 +17.0%
Page 2 of 23  ·  453 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 13.7%
Communication Services 13.4%
Healthcare 9.4%
Consumer Cyclical 8.2%
Industrials 6.1%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.6%