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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 13 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SCHR SCHWAB STRATEGIC TR 119,389.0 $2.9M 0.01% -31K -20.7% $24.66 -1.1%
242 SPG SIMON PPTY GROUP INC NEW Real Estate 12,566.0 $2.8M 0.01% -530.0 -4.0% $223.65 -2.4%
243 HYDB ISHARES TR 59,552.0 $2.8M 0.01% -17K -22.5% $46.77 -0.5%
244 NDSN NORDSON CORP Industrials 9,221.0 $2.8M 0.01% -227.0 -2.4% $301.70 +10.1%
245 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 16,414.0 $2.8M 0.01% -3K -15.1% $168.53 -9.5%
246 AMLP ALPS ETF TR 52,258.0 $2.7M 0.01% -635K -92.4% $51.85 +5.6%
247 FCX FREEPORT MCMORAN INC Basic Materials 42,324.0 $2.7M 0.01% -43K -50.3% $62.89 +21.9%
248 MOD MODINE MFG CO Consumer Cyclical 9,935.0 $2.7M 0.01% -2K -18.6% $267.02 -26.0%
249 EVUS ISHARES TR 75,086.0 $2.6M 0.01% -9K -10.6% $35.11 +5.6%
250 AXON AXON ENTERPRISE INC Industrials 4,505.0 $2.5M 0.00% -7K -59.2% $560.61 +12.0%
251 CDW CDW CORP Technology 17,245.0 $2.4M 0.00% -1K -7.5% $140.64 -2.4%
252 IDYA IDEAYA BIOSCIENCES INC Healthcare 65,021.0 $2.4M 0.00% -7K -9.6% $37.27 +6.4%
253 RWX SPDR INDEX SHS FDS 89,506.0 $2.4M 0.00% -860.0 -0.9% $27.01 +3.0%
254 SHEL SHELL PLC Energy 31,078.0 $2.4M 0.00% -55K -64.0% $77.54 +20.4%
255 STOT SSGA ACTIVE TR 50,964.0 $2.4M 0.00% -5K -9.3% $47.06 -0.5%
256 EEMA ISHARES INC 20,359.0 $2.4M 0.00% -296K -93.6% $116.96 -0.8%
257 SCHV SCHWAB STRATEGIC TR 65,891.0 $2.3M 0.00% -17K -20.1% $34.81 +0.4%
258 WF WOORI FINL GROUP INC Financial Services 39,792.0 $2.3M 0.00% -28K -41.4% $57.40 +19.2%
259 SNPS SYNOPSYS INC Technology 5,087.0 $2.3M 0.00% -8K -61.7% $446.07 -10.8%
260 STLD STEEL DYNAMICS INC Basic Materials 9,798.0 $2.2M 0.00% -249.0 -2.5% $229.46 -0.3%
Page 13 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%