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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 9 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 THOMSON REUTERS CORP 166.0 $14K NEW $81.78
162 PJFG PGIM ETF TR 116.0 $13K NEW $116.03 +0.8%
163 SEB SEABOARD CORP DEL Industrials 3.0 $13K NEW $4464.33 -4.6%
164 EPP ISHARES INC 248.0 $13K NEW $53.26 +9.1%
165 MFDX PIMCO EQUITY SER 315.0 $13K NEW $41.60 +2.9%
166 HESM HESS MIDSTREAM LP Energy 344.0 $13K NEW $37.60 +4.1%
167 STUBHUB HLDGS INC 1,000.0 $13K NEW $12.87
168 CRCL CIRCLE INTERNET GROUP INC Financial Services 205.0 $13K NEW $62.63 +40.5%
169 PYZ INVESCO EXCHANGE TRADED FD T 101.0 $13K NEW $125.84 -0.7%
170 FIRST TR EXCHANGE TRADED FD 523.0 $12K NEW $23.85
171 GSEW GOLDMAN SACHS ETF TR 128.0 $12K NEW $94.42 +4.1%
172 HAMILTON INSURANCE GROUP LTD 350.0 $12K NEW $33.94
173 XSVM INVESCO EXCHANGE TRADED FD T 169.0 $12K NEW $69.59 +0.7%
174 PXI INVESCO EXCHANGE TRADED FD T 212.0 $12K NEW $55.06 +16.1%
175 CPRO CALAMOS ETF TR 405.0 $11K NEW $28.18 +0.9%
176 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 381.0 $11K NEW $29.93 +11.9%
177 FPRO FIDELITY COVINGTON TRUST 446.0 $11K NEW $24.82 +2.2%
178 GMAR FIRST TR EXCHNG TRADED FD VI 248.0 $11K NEW $44.24 +1.5%
179 VEGA ADVISORSHARES TR 207.0 $11K NEW $52.55 +1.2%
180 EATON VANCE TAX-MANAGED GLOB 1,095.0 $11K NEW $9.64
Page 9 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%