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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 10 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KKR KKR & CO INC 64,327.0 $5.9M 0.01% -14K -18.0% $91.78
182 RSG REPUBLIC SVCS INC Industrials 27,602.0 $5.9M 0.01% -34K -55.1% $213.08 +3.6%
183 SPMO INVESCO EXCH TRADED FD TR II 35,682.0 $5.8M 0.01% -6K -14.7% $161.54 -7.9%
184 BLD TOPBUILD COR Industrials 16,152.0 $5.7M 0.01% -782.0 -4.6% $354.54 -0.0%
185 ARES ARES MANAGEMENT CORPORATION Financial Services 51,178.0 $5.7M 0.01% -1K -2.7% $111.31 +26.9%
186 QUAL ISHARES TR 25,731.0 $5.6M 0.01% -29K -52.6% $219.43 +1.7%
187 FROG JFROG LTD Technology 58,803.0 $5.3M 0.01% -8K -11.4% $90.88 +1.4%
188 FLGB FRANKLIN TEMPLETON ETF TR 145,238.0 $5.1M 0.01% -141K -49.3% $35.29 +6.8%
189 AVEM AMERICAN CENTY ETF TR 52,338.0 $5.1M 0.01% -90K -63.3% $96.49 -2.3%
190 RDDT REDDIT INC Communication Services 27,901.0 $4.8M 0.01% -17K -37.4% $173.58 -11.7%
191 MRVL MARVELL TECHNOLOGY INC Technology 16,098.0 $4.8M 0.01% -12K -42.6% $297.90 -20.4%
192 ESGE ISHARES INC 84,868.0 $4.6M 0.01% -24K -21.9% $54.69 -1.4%
193 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,228.0 $4.6M 0.01% -652.0 -22.6% $2080.79 +4.9%
194 FIX COMFORT SYS USA INC Industrials 2,332.0 $4.6M 0.01% -321.0 -12.1% $1982.02 -16.5%
195 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 55,722.0 $4.6M 0.01% -9K -13.8% $82.40 -4.2%
196 SGOV ISHARES TR 45,149.0 $4.5M 0.01% -10K -18.2% $100.67 -0.0%
197 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 173,925.0 $4.5M 0.01% -15K -7.7% $25.95 +31.3%
198 SHM SPDR SERIES TRUST 93,901.0 $4.5M 0.01% -94K -50.0% $47.97 -0.4%
199 ENTG ENTEGRIS INC Technology 24,938.0 $4.5M 0.01% -3K -12.0% $179.86 -20.1%
200 TOTL SSGA ACTIVE ETF TR 113,305.0 $4.5M 0.01% -23K -16.8% $39.47 -1.8%
Page 10 of 50  ·  991 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%