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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 5 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CECO CECO ENVIRONMENTAL CORP Industrials 753.0 $68K NEW $90.74 -21.3%
82 EMXF ISHARES TR 1,171.0 $67K NEW $57.17 -0.7%
83 PRAY FIS TR 1,814.0 $64K NEW $35.45 +1.0%
84 VERSIGENT PLC 1,475.0 $62K NEW $42.01
85 BKMI BNY MELLON ETF TRUST II 2,205.0 $58K NEW $26.44 -1.7%
86 VSNT VERSANT MEDIA GROUP INC Industrials 1,597.0 $58K NEW $36.01 +8.3%
87 FLNG FLEX LNG LTD Energy 2,032.0 $57K NEW $28.06 +15.1%
88 HAWKEYE 360 INC 2,770.0 $56K NEW $20.22
89 FRVO FERVO ENERGY CO 1,877.0 $55K NEW $29.23 -41.6%
90 PEXL PACER FDS TR 700.0 $53K NEW $75.82 -5.5%
91 SYLD CAMBRIA ETF TR 657.0 $52K NEW $79.09 +9.5%
92 IDR IDAHO STRATEGIC RESOURCES Basic Materials 1,579.0 $52K NEW $32.75 -1.0%
93 PINNACLE FINL PARTNERS INC 480.0 $48K NEW $100.88
94 BSCQ INVESCO EXCH TRD SLF IDX FD 2,356.0 $46K NEW $19.52 +0.3%
95 BSCS INVESCO EXCH TRD SLF IDX FD 2,143.0 $44K NEW $20.36 +0.1%
96 VRTS VIRTUS INVT PARTNERS INC Financial Services 289.0 $41K NEW $143.50 +17.6%
97 TRMD TORM PLC Energy 1,588.0 $41K NEW $26.06 +22.5%
98 PSFF PACER FDS TR 1,200.0 $41K NEW $34.31 +1.7%
99 TOUS T ROWE PRICE EXCHANGE-TRADED 1,071.0 $41K NEW $38.37 +4.1%
100 URTH ISHARES INC 194.0 $39K NEW $202.64 +3.0%
Page 5 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%