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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 19 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KEY KEYCORP Financial Services 23,063.0 $532K 0.00% -59K -71.8% $23.05 -5.1%
362 WDAY WORKDAY INC Technology 4,307.0 $527K 0.00% -751.0 -14.8% $122.42 +63.4%
363 HYMB SPDR SERIES TRUST 20,646.0 $525K 0.00% -3K -11.3% $25.44 -2.5%
364 APLD APPLIED DIGITAL CORP Technology 14,020.0 $523K 0.00% -203.0 -1.4% $37.30 -27.1%
365 IX ORIX CORP Financial Services 13,440.0 $511K 0.00% -577.0 -4.1% $38.04 +1.2%
366 IMCG ISHARES TR 5,201.0 $511K 0.00% -2K -23.8% $98.30 -0.2%
367 GVI ISHARES TR 4,799.0 $509K 0.00% -275K -98.3% $106.09 -0.8%
368 APOS APOLLO GLOBAL MGMT INC 4,211.0 $498K 0.00% -4K -46.4% $118.32
369 GWRE GUIDEWIRE SOFTWARE INC Technology 3,978.0 $489K 0.00% -169.0 -4.1% $123.05 +53.8%
370 AIG AMERICAN INTL GROUP INC Financial Services 6,545.0 $488K 0.00% -22K -77.0% $74.53 +2.1%
371 CBT CABOT CORP Basic Materials 5,347.0 $486K 0.00% -1K -19.5% $90.82 -6.2%
372 SPSB SPDR SERIES TRUST 15,647.0 $470K 0.00% -913.0 -5.5% $30.01 -0.2%
373 PBF PBF ENERGY INC Energy 10,153.0 $462K 0.00% -1K -9.2% $45.52 +61.5%
374 GHC GRAHAM HLDGS CO Consumer Defensive 403.0 $460K 0.00% -2K -85.1% $1142.01 +2.2%
375 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,685.0 $458K 0.00% -969.0 -36.5% $271.95 -15.2%
376 SCHO SCHWAB STRATEGIC TR 18,607.0 $449K 0.00% -258K -93.3% $24.14 -0.2%
377 VLTO VERALTO CORP Industrials 5,010.0 $444K 0.00% -16K -76.2% $88.68 +11.4%
378 ITB ISHARES TR 4,169.0 $436K 0.00% -49.0 -1.2% $104.48 -6.7%
379 NTAP NETAPP INC Technology 2,717.0 $420K 0.00% -719.0 -20.9% $154.75 +24.2%
380 FFIV F5 INC Technology 964.0 $401K 0.00% -2K -64.2% $415.96 -7.5%
Page 19 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%