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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 21 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ARTY ISHARES TR 3,635.0 $277K -628K -99.4% $76.16 -2.6%
402 APTIV PLC 4,482.0 $275K -637.0 -12.4% $61.38
403 BIOHAVEN LTD 18,465.0 $275K -1K -7.4% $14.88
404 ISHARES TR 5,360.0 $266K -5K -50.1% $49.55
405 GSST GOLDMAN SACHS ETF TR 5,231.0 $265K -895.0 -14.6% $50.58 -0.1%
406 WTRG ESSENTIAL UTILS INC Utilities 6,852.0 $262K -461.0 -6.3% $38.31 +4.9%
407 MGC VANGUARD WORLD FD 959.0 $262K -1K -56.8% $273.63 +2.4%
408 CMP COMPASS MINERALS INTL INC Basic Materials 8,368.0 $260K -36K -81.3% $31.13 -16.5%
409 VONE VANGUARD SCOTTSDALE FDS 768.0 $260K -356.0 -31.7% $338.72 +2.5%
410 SHE SPDR SERIES TRUST 1,666.0 $257K -111.0 -6.2% $154.44 +2.7%
411 UPWK UPWORK INC Industrials 30,452.0 $255K -7K -19.4% $8.36 +3.0%
412 DWX SPDR INDEX SHS FDS 5,453.0 $251K -74.0 -1.3% $45.96 +4.8%
413 CCJ CAMECO CORP Energy 2,442.0 $249K -184.0 -7.0% $101.84 +0.7%
414 SKYY FIRST TR EXCHANGE-TRADED FD 1,832.0 $247K -25K -93.0% $134.56 +19.8%
415 HEFA ISHARES TR 5,042.0 $237K -5K -49.9% $46.92 +0.7%
416 IWY ISHARES TR 806.0 $234K -295.0 -26.8% $290.62 -1.7%
417 IGRO ISHARES TR 2,663.0 $234K -340.0 -11.3% $87.93 +5.5%
418 EQH EQUITABLE HLDGS INC Financial Services 5,214.0 $229K -15K -74.5% $43.88 +11.4%
419 WWD WOODWARD INC Industrials 528.0 $225K -37.0 -6.5% $425.44 -19.3%
420 FTV FORTIVE CORP Technology 3,669.0 $224K -26K -87.7% $61.09 -1.7%
Page 21 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%