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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 21 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 POET POET TECHNOLOGIES INC Technology 19.0 $195.0 NEW $10.26 -19.5%
402 RPAY REPAY HLDGS CORP Technology 45.0 $189.0 NEW $4.20 -5.8%
403 PRK PARK NATL CORP Financial Services 1.0 $183.0 NEW $183.00 +9.9%
404 MMU WESTERN ASSET MANAGED MUNS F Financial Services 17.0 $177.0 NEW $10.41 -2.8%
405 SENEA SENECA FOODS CORP NEW Consumer Defensive 1.0 $174.0 NEW $174.00 +11.5%
406 VENTURE GLOBAL INC 15.0 $167.0 NEW $11.13
407 ROG ROGERS CORP Technology 1.0 $164.0 NEW $164.00 -22.9%
408 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 13.0 $157.0 NEW $12.08 +2.7%
409 CCLD CARECLOUD INC Healthcare 73.0 $155.0 NEW $2.12 +19.6%
410 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 4.0 $153.0 NEW $38.25 +0.2%
411 XOS INC 50.0 $151.0 NEW $3.02
412 DSX DIANA SHIPPING INC Industrials 64.0 $134.0 NEW $2.09 +29.2%
413 ALTG ALTA EQUIPMENT GROUP INC Industrials 20.0 $129.0 NEW $6.45 +1.6%
414 AMERICAN STRATEGIC INVEST CO 13.0 $125.0 NEW $9.62
415 CHYM CHIME FINL INC Financial Services 6.0 $123.0 NEW $20.50 +58.8%
416 COMP COMPASS INC Technology 10.0 $123.0 NEW $12.30 -4.9%
417 MSOS ADVISORSHARES TR 23.0 $117.0 NEW $5.09 -3.4%
418 KFS KINGSWAY CORP Consumer Cyclical 10.0 $104.0 NEW $10.40 -1.6%
419 WULF TERAWULF INC Financial Services 4.0 $99.0 NEW $24.75 -36.9%
420 FIG FIGMA INC Technology 5.0 $90.0 NEW $18.00 +49.0%
Page 21 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%