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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 11 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AIRR FIRST TR EXCHANGE TRADED FD 33,274.0 $4.4M 0.01% -12K -26.2% $133.25 -13.5%
202 HMC HONDA MOTOR CO LTD Consumer Cyclical 160,801.0 $4.4M 0.01% -76K -32.0% $27.11 +23.1%
203 LHX L3HARRIS TECHNOLOGIES INC Industrials 14,992.0 $4.4M 0.01% -722.0 -4.6% $290.60 -8.2%
204 DG DOLLAR GEN CORP Consumer Defensive 37,608.0 $4.3M 0.01% -17K -31.6% $115.11 +7.2%
205 TYL TYLER TECHNOLOGIES INC Technology 14,783.0 $4.3M 0.01% -54K -78.5% $292.46 +19.9%
206 FNF FIDELITY NATL FINL INC Financial Services 91,501.0 $4.3M 0.01% -20K -17.9% $47.16 +0.3%
207 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 14,330.0 $4.3M 0.01% -2K -10.6% $301.03 -21.5%
208 DDOG DATADOG INC Technology 16,491.0 $4.3M 0.01% -15K -47.6% $260.36 -9.5%
209 SLV ISHARES SILVER TR Financial Services 80,040.0 $4.3M 0.01% -209K -72.3% $53.47 +17.3%
210 NYF ISHARES TR 78,868.0 $4.3M 0.01% -8K -9.3% $53.91 -2.1%
211 ALL ALLSTATE CORP Financial Services 17,724.0 $4.2M 0.01% -42K -70.5% $237.95 +6.7%
212 BBHY J P MORGAN EXCHANGE TRADED F 91,277.0 $4.2M 0.01% -54K -37.0% $46.09 -0.6%
213 SFM SPROUTS FMRS MKT INC Consumer Defensive 49,361.0 $4.2M 0.01% -125K -71.7% $84.58 -4.1%
214 O REALTY INCOME CORP Real Estate 67,153.0 $4.2M 0.01% -18K -21.1% $61.96 +1.0%
215 DLN WISDOMTREE TR 41,466.0 $4.0M 0.01% -3K -5.9% $96.32 +4.6%
216 NUBD NUSHARES ETF TR 179,602.0 $4.0M 0.01% -6K -3.3% $22.14 -1.7%
217 LSCC LATTICE SEMICONDUCTOR CORP Technology 25,779.0 $3.9M 0.01% -3K -9.3% $152.96 -23.1%
218 NGG NATIONAL GRID PLC Utilities 47,451.0 $3.9M 0.01% -5K -9.9% $82.87 -3.8%
219 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 153,769.0 $3.9M 0.01% -366K -70.4% $25.06 +15.9%
220 INSM INSMED INC Healthcare 34,871.0 $3.7M 0.01% -5K -12.2% $106.62 +18.0%
Page 11 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%