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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 23 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CLSM EXCHANGE LISTED FDS TR 5,645.0 $156K -94.0 -1.6% $27.55 -0.4%
442 IJJ ISHARES TR 1,014.0 $150K -170.0 -14.4% $147.66 +0.9%
443 HDB HDFC BANK LTD Financial Services 5,699.0 $147K -569.0 -9.1% $25.83 -8.6%
444 GDDY GODADDY INC Technology 1,724.0 $146K -772.0 -30.9% $84.86 +14.4%
445 CCI CROWN CASTLE INC Real Estate 1,922.0 $146K -20K -91.3% $75.72 -0.3%
446 BIDD BLACKROCK ETF TRUST 4,825.0 $145K -582.0 -10.8% $30.02 +3.3%
447 LQDH ISHARES U S ETF TR 1,471.0 $137K -23K -94.1% $93.13 -0.6%
448 ACIW ACI WORLDWIDE INC Technology 2,657.0 $134K -1K -29.5% $50.29 +3.1%
449 EWX SPDR INDEX SHS FDS 1,794.0 $133K -448K -99.6% $74.31 -2.8%
450 IYY ISHARES TR 730.0 $133K -50.0 -6.4% $182.28 +2.4%
451 KEP KOREA ELEC PWR CORP Utilities 10,896.0 $132K -283K -96.3% $12.10 -6.9%
452 NFRA FLEXSHARES TR 2,005.0 $129K -871.0 -30.3% $64.12 +3.1%
453 LUV SOUTHWEST AIRLS CO Industrials 2,485.0 $128K -146.0 -5.5% $51.41 -21.5%
454 LEA LEAR CORP Consumer Cyclical 944.0 $127K -92.0 -8.9% $134.06 -4.1%
455 FTCA PUTNAM ETF TRUST 16,933.0 $126K -5K -23.3% $7.42 -2.4%
456 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,102.0 $124K -875.0 -44.3% $112.78 +18.1%
457 GBF ISHARES TR 1,190.0 $124K -707.0 -37.3% $103.83 -1.8%
458 RPG INVESCO EXCHANGE TRADED FD T 1,876.0 $120K -250.0 -11.8% $63.85 -8.8%
459 JBL JABIL INC Technology 304.0 $117K -7.0 -2.2% $385.69 -18.8%
460 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,304.0 $116K -1K -44.3% $88.61 -36.6%
Page 23 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%