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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 12 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BWXT BWX TECHNOLOGIES INC Industrials 19,048.0 $3.7M 0.01% -3K -15.2% $194.65 -19.5%
222 FORTINET INC 23,705.0 $3.6M 0.01% -93K -79.7% $153.62
223 HBAN HUNTINGTON BANCSHARES INC Financial Services 204,372.0 $3.6M 0.01% -31K -13.2% $17.73 -3.9%
224 MSI MOTOROLA SOLUTIONS INC Technology 8,675.0 $3.6M 0.01% -28K -76.0% $415.30 +15.7%
225 SOXX ISHARES TR 5,578.0 $3.6M 0.01% -159.0 -2.8% $640.76 -18.8%
226 H HYATT HOTELS CORP Consumer Cyclical 18,106.0 $3.5M 0.01% -62K -77.3% $193.84 -6.8%
227 EBAY EBAY INC. Consumer Cyclical 30,771.0 $3.4M 0.01% -93K -75.2% $111.75 -6.8%
228 HYLS FIRST TR EXCHANGE-TRADED FD 83,764.0 $3.4M 0.01% -14K -14.3% $40.65 -0.2%
229 FTXO FIRST TR EXCHANGE TRADED FD 81,259.0 $3.4M 0.01% -21K -20.6% $41.33 +1.1%
230 EVSD MORGAN STANLEY ETF TRUST 65,723.0 $3.3M 0.01% -7K -9.4% $50.85 -0.0%
231 SSO PROSHARES TR 48,756.0 $3.3M 0.01% -3.4M -98.6% $67.38 +4.1%
232 QLTA ISHARES TR 68,872.0 $3.3M 0.01% -203K -74.7% $47.52 -2.3%
233 ITA ISHARES TR 13,459.0 $3.3M 0.01% -2K -10.3% $242.42 -2.1%
234 VIG VANGUARD SPECIALIZED FUNDS 13,412.0 $3.2M 0.01% -3K -16.6% $236.62 +3.1%
235 KBH KB HOME Consumer Cyclical 49,456.0 $3.1M 0.01% -5K -9.0% $62.59 -11.5%
236 CORT CORCEPT THERAPEUTICS INC Healthcare 35,288.0 $3.1M 0.01% -47K -57.0% $86.95 +40.6%
237 BSX BOSTON SCIENTIFIC CORP Healthcare 70,797.0 $3.0M 0.01% -36K -33.5% $42.68 +18.0%
238 LYV LIVE NATION ENTERTAINMENT IN Communication Services 16,406.0 $3.0M 0.01% -2K -9.4% $183.11 -0.7%
239 STE STERIS PLC Healthcare 14,203.0 $3.0M 0.01% -885.0 -5.9% $210.58 +13.0%
240 LECO LINCOLN ELEC HLDGS INC Industrials 11,260.0 $3.0M 0.01% -130.0 -1.1% $265.51 +6.1%
Page 12 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%