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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 6 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDLN MEDLINE INC Healthcare 975.0 $38K NEW $39.44 -13.8%
102 TOLZ PROSHARES TR 585.0 $35K NEW $59.27 -0.2%
103 VUSE ETF SER SOLUTIONS 478.0 $35K NEW $72.32 +1.3%
104 OMER OMEROS CORP Healthcare 3,600.0 $34K NEW $9.51 +101.4%
105 IYC ISHARES TR 336.0 $34K NEW $101.10 +1.5%
106 IYK ISHARES TR 462.0 $34K NEW $72.66 +3.6%
107 BSVO EA SERIES TRUST 1,149.0 $34K NEW $29.19 +1.4%
108 TGRT T ROWE PRICE EXCHANGE-TRADED 729.0 $33K NEW $45.72 +1.0%
109 SM SM ENERGY COMPANY Energy 1,206.0 $31K NEW $26.10 +42.9%
110 DFSB DIMENSIONAL ETF TRUST 598.0 $31K NEW $52.15 -2.7%
111 SEAPORT THERAPEUTICS INC 1,431.0 $31K NEW $21.72
112 FID FIRST TR EXCHANGE TRADED FD 1,448.0 $31K NEW $21.46 +8.1%
113 KOP KOPPERS HOLDINGS INC Basic Materials 679.0 $30K NEW $44.90 +0.6%
114 BLACKSTONE DIGITAL INFRASTRU 1,394.0 $30K NEW $21.63
115 CFA VICTORY PORTFOLIOS II 300.0 $30K NEW $98.80 +3.0%
116 QDPL PACER FDS TR 654.0 $29K NEW $45.07 +2.8%
117 BCML BAYCOM CORP Financial Services 886.0 $29K NEW $32.90 -8.8%
118 IDUB ETF SER SOLUTIONS 1,054.0 $29K NEW $27.48 +3.1%
119 CPSJ CALAMOS ETF TR 1,040.0 $29K NEW $27.67 +0.9%
120 NRK NUVEEN NY AMT FREE Financial Services 2,643.0 $28K NEW $10.72 -5.4%
Page 6 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%