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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 20 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UPRO PROSHARES TR 2,797.0 $397K 0.00% -146.0 -5.0% $141.79 +5.7%
382 KHC KRAFT HEINZ CO Consumer Defensive 16,503.0 $390K 0.00% -98K -85.5% $23.62 +8.3%
383 CPB THE CAMPBELLS COMPANY Consumer Defensive 17,043.0 $380K 0.00% -40K -70.3% $22.27 +7.5%
384 EMGF ISHARES INC 5,137.0 $376K 0.00% -233.0 -4.3% $73.26 -2.2%
385 NANR SPDR INDEX SHS FDS 4,640.0 $350K 0.00% -427K -98.9% $75.50 +20.9%
386 SPXC SPX TECHNOLOGIES INC Industrials 1,404.0 $344K 0.00% -931.0 -39.9% $245.17 -15.5%
387 ESPO VANECK ETF TRUST 3,749.0 $336K 0.00% -137K -97.3% $89.75 +9.6%
388 QEFA SPDR INDEX SHS FDS 3,494.0 $335K 0.00% -116.0 -3.2% $96.01 +6.3%
389 MARB FIRST TR EXCH TRADED FD III 16,167.0 $334K 0.00% -90K -84.8% $20.64 +2.2%
390 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,274.0 $333K 0.00% -6K -82.1% $261.34 +30.9%
391 LPX LOUISIANA PAC CORP Basic Materials 4,052.0 $319K 0.00% -13K -75.6% $78.65 -7.0%
392 TFII TFI INTERNATIONAL INC Industrials 2,129.0 $306K 0.00% -238.0 -10.1% $143.58 -1.6%
393 DOCS DOXIMITY INC Healthcare 14,490.0 $301K 0.00% -18K -55.5% $20.74 +22.1%
394 IUSG ISHARES TR 1,559.0 $293K 0.00% -2K -50.9% $188.09 +0.9%
395 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 5,490.0 $293K 0.00% -6K -51.2% $53.37 +15.1%
396 TSEM TOWER SEMICONDUCTOR LTD Technology 1,122.0 $292K 0.00% -2K -65.2% $260.64 -14.6%
397 LEIDOS HOLDINGS INC 2,753.0 $283K -14K -83.7% $102.97
398 UCON FIRST TR EXCHNG TRADED FD VI 11,312.0 $281K -1K -9.3% $24.88 -1.3%
399 WCN WASTE CONNECTIONS INC Industrials 1,686.0 $281K -31.0 -1.8% $166.71 +1.6%
400 PRFZ INVESCO EXCHANGE TRADED FD T 4,969.0 $277K -430.0 -8.0% $55.77 +0.2%
Page 20 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%