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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 3 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CELC CELCUITY INC Healthcare 5,893.0 $617K 0.00% NEW $104.62 -13.4%
42 JMEE J P MORGAN EXCHANGE TRADED F 5,822.0 $454K 0.00% NEW $78.03 -0.8%
43 LMUB ISHARES TR 8,057.0 $413K 0.00% NEW $51.22 -3.2%
44 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 12,943.0 $385K 0.00% NEW $29.74 -13.9%
45 AGX ARGAN INC Industrials 405.0 $323K 0.00% NEW $798.55 -35.3%
46 DIM WISDOMTREE TR 3,755.0 $320K 0.00% NEW $85.23 +3.8%
47 PDBA INVESCO ACTVELY MNGD ETC FD 8,215.0 $293K 0.00% NEW $35.62 +6.4%
48 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,788.0 $283K NEW $74.81 +3.1%
49 TLTE FLEXSHARES TR 3,638.0 $282K NEW $77.40 -1.5%
50 RNST RENASANT CORP Financial Services 6,120.0 $260K NEW $42.54 -1.7%
51 CGHY CAPITAL GRP FIXED INCM ETF T 9,699.0 $246K NEW $25.33 -0.3%
52 FPS FORGENT POWER SOLUTIONS INC Industrials 4,358.0 $243K NEW $55.86 -40.3%
53 CARNIVAL CORP LTD 8,008.0 $229K NEW $28.57
54 DUPONT DE NEMOURS INC 1,665.0 $226K NEW $135.64
55 VBIL VANGUARD INSTL INDEX FD 2,721.0 $206K NEW $75.68 -0.1%
56 YSWY YESWAY INC 9,918.0 $201K NEW $20.30 +21.3%
57 JPEM J P MORGAN EXCHANGE TRADED F 3,130.0 $197K NEW $62.78 +4.2%
58 BBH TR 11,001.0 $191K NEW $17.40
59 BWFG BANKWELL FINL GROUP INC Financial Services 3,000.0 $176K NEW $58.75 +12.4%
60 BSMS INVESCO EXCH TRD SLF IDX FD 7,096.0 $166K NEW $23.44 -0.0%
Page 3 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%