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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 22 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NEOG NEOGEN CORP Healthcare 10.0 $90.0 NEW $9.00 +31.6%
422 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 5.0 $89.0 NEW $17.80 -19.4%
423 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 5.0 $73.0 NEW $14.60 -4.1%
424 TSLL DIREXION SHARES ETF TRUST 5.0 $71.0 NEW $14.20 -30.6%
425 XEROX HOLDINGS CORP 210.0 $58.0 NEW $0.28
426 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 2.0 $53.0 NEW $26.50 +33.2%
427 RVNU DBX ETF TR 2.0 $51.0 NEW $25.50 -3.3%
428 NANC TIDAL TRUST I 1.0 $51.0 NEW $51.00 +0.7%
429 EIG EMPLOYERS HLDGS INC Financial Services 1.0 $50.0 NEW $50.00 -3.7%
430 ISCF ISHARES TR 1.0 $43.0 NEW $43.00 +7.0%
431 XRN CHIRON REAL ESTATE INC Financial Services 1.0 $38.0 NEW $38.00 -2.0%
432 COHEN & STEERS QUALITY INCOM 2,405.0 $36.0 NEW $0.01
433 ICL ICL GROUP LTD Basic Materials 7.0 $35.0 NEW $5.00 +15.7%
434 HERTZ GLOBAL HLDGS INC 32.0 $35.0 NEW $1.09
435 DXD PROSHARES TR 2.0 $34.0 NEW $17.00 -1.7%
436 ERNA ERNEXA THERAPEUTICS INC Healthcare 5.0 $33.0 NEW $6.60 -26.7%
437 LTRX LANTRONIX INC Technology 5.0 $29.0 NEW $5.80 +2.6%
438 STARZ ENTERTAINMENT CORP. 1.0 $29.0 NEW $29.00
439 CRT CROSS TIMBERS RTY TR Energy 3.0 $27.0 NEW $9.00 +19.1%
440 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 7.0 $24.0 NEW $3.43 +18.0%
Page 22 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%