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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 27 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CPNG COUPANG INC Consumer Cyclical 3,486.0 $61K -4K -51.2% $17.37 -5.3%
522 KRE SPDR SERIES TRUST 802.0 $60K -257.0 -24.3% $74.85 +0.0%
523 MANH MANHATTAN ASSOCIATES INC Technology 425.0 $59K -163.0 -27.7% $139.25 +54.1%
524 ISCB ISHARES TR 778.0 $59K -370.0 -32.2% $75.51 +1.3%
525 GTES GATES INDL CORP PLC Industrials 2,073.0 $58K -345.0 -14.3% $27.97 -7.4%
526 XAR SPDR SERIES TRUST 201.0 $57K -43.0 -17.6% $283.79 -3.9%
527 ISCG ISHARES TR 866.0 $57K -5.0 -0.6% $65.54 -0.7%
528 SCHZ SCHWAB STRATEGIC TR 2,386.0 $55K -451.0 -15.9% $23.13 -1.6%
529 SCHY SCHWAB STRATEGIC TR 1,688.0 $54K -383.0 -18.5% $31.73 +6.0%
530 IHI ISHARES TR 1,058.0 $52K -80.0 -7.0% $49.41 +13.7%
531 MTDR MATADOR RES CO Energy 1,038.0 $52K -88.0 -7.8% $49.78 +17.3%
532 FDS FACTSET RESH SYS INC Financial Services 222.0 $51K -184.0 -45.3% $230.08 +30.3%
533 RPM RPM INTL INC Basic Materials 458.0 $51K -55.0 -10.7% $111.05 -2.2%
534 SJM SMUCKER J M CO Consumer Defensive 451.0 $51K -449.0 -49.9% $112.45 +10.6%
535 HEGD LISTED FDS TR 1,875.0 $50K -26.0 -1.4% $26.66 +1.5%
536 NEBIUS GROUP N.V. 179.0 $49K -575.0 -76.3% $276.17
537 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 1,609.0 $49K -143.0 -8.2% $30.17 +16.0%
538 QQEW FIRST TR EXCHANGE-TRADED FD 303.0 $48K -154.0 -33.7% $159.60 +3.0%
539 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 915.0 $46K -2K -71.9% $49.98 +4.7%
540 HELO J P MORGAN EXCHANGE TRADED F 670.0 $45K -106.0 -13.7% $67.58 +2.7%
Page 27 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%