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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 20 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VREX VAREX IMAGING CORP Healthcare 35.0 $365.0 NEW $10.43 +77.4%
382 PSEC PROSPECT CAP CORP Financial Services 147.0 $340.0 NEW $2.31 +0.1%
383 PRAXIS PRECISION MEDICINES I 1.0 $335.0 NEW $335.00
384 TAFI AB ACTIVE ETFS INC 13.0 $328.0 NEW $25.23 -0.6%
385 LGIH LGI HOMES INC Consumer Cyclical 5.0 $318.0 NEW $63.60 -8.5%
386 NGL NGL ENERGY PARTNERS LP Energy 19.0 $303.0 NEW $15.95 +5.0%
387 LOANDEPOT INC 242.0 $303.0 NEW $1.25
388 SEI EXCHANGE TRADED FUNDS 12.0 $302.0 NEW $25.17
389 KRP KIMBELL RTY PARTNERS LP Energy 20.0 $291.0 NEW $14.55 +5.1%
390 TDOC TELADOC HEALTH INC Healthcare 34.0 $288.0 NEW $8.47 -24.4%
391 SEMI COLUMBIA ETF TR I 7.0 $284.0 NEW $40.57 -6.8%
392 MUA BLACKROCK MUNIASSETS FD INC Financial Services 24.0 $264.0 NEW $11.00 -8.6%
393 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 26.0 $264.0 NEW $10.15 -4.3%
394 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 71.0 $258.0 NEW $3.63 -17.3%
395 BROOKFIELD WEALTH SOL LTD 6.0 $256.0 NEW $42.67
396 BETTER HOME & FINANCE HOLDIN 9.0 $248.0 NEW $27.56
397 ECVT ECOVYST INC Basic Materials 19.0 $237.0 NEW $12.47 -16.6%
398 ITM VANECK ETF TRUST 5.0 $235.0 NEW $47.00 -2.2%
399 CITIUS PHARMACEUTICALS INC 372.0 $225.0 NEW $0.60
400 HE HAWAIIAN ELEC INDS INC MTN B Utilities 16.0 $216.0 NEW $13.50 -14.7%
Page 20 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 34.1%
Financial Services 13.8%
Communication Services 12.5%
Healthcare 9.5%
Consumer Cyclical 8.3%
Industrials 6.2%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.7%