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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 25 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 XYL XYLEM INC Industrials 799.0 $94K -790.0 -49.7% $118.26 -4.1%
482 VIAV VIAVI SOLUTIONS INC Technology 1,962.0 $94K -2K -44.0% $47.75 -18.5%
483 JPRE J P MORGAN EXCHANGE TRADED F 1,788.0 $93K -23.0 -1.3% $52.18 +2.4%
484 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 719.0 $92K -256.0 -26.3% $128.55 -0.0%
485 EUSA ISHARES INC 802.0 $92K -1K -62.3% $114.19 +3.7%
486 TPL TEXAS PACIFIC LAND CORPORATI Energy 209.0 $91K -10.0 -4.6% $437.71 -12.4%
487 CNI CANADIAN NATL RY CO Industrials 758.0 $90K -5K -87.3% $119.24 +8.9%
488 VIGI VANGUARD WHITEHALL FDS 943.0 $88K -21.0 -2.2% $93.38 +5.6%
489 GTLB GITLAB INC Technology 2,853.0 $87K -34K -92.2% $30.53 +36.5%
490 ANGL VANECK ETF TRUST 2,928.0 $86K -503.0 -14.7% $29.24 -0.8%
491 U UNITY SOFTWARE INC Technology 2,952.0 $84K -2K -39.7% $28.58 +64.2%
492 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 15,982.0 $84K -2K -12.6% $5.27 +4.2%
493 ACWV ISHARES INC 694.0 $83K -59.0 -7.8% $120.23 +5.8%
494 SEIM SEI EXCHANGE TRADED FUNDS 1,461.0 $82K -46.0 -3.0% $56.15 -3.6%
495 TPIF TIMOTHY PLAN 2,177.0 $81K -525.0 -19.4% $37.31 +4.3%
496 FXI ISHARES TR 2,548.0 $80K -464.0 -15.4% $31.59 +13.5%
497 UTG REAVES UTIL INCOME FD Financial Services 1,966.0 $80K -200.0 -9.2% $40.72 -5.6%
498 JMBS JANUS DETROIT STR TR 1,771.0 $80K -728.0 -29.1% $44.99 -1.4%
499 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 9,290.0 $80K -258.0 -2.7% $8.56 -3.9%
500 WY WEYERHAEUSER CO Real Estate 3,309.0 $79K -665.0 -16.7% $23.94 +2.0%
Page 25 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%