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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 29 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DSGX DESCARTES SYS GROUP INC Technology 534.0 $37K -598.0 -52.8% $69.24 +13.0%
562 ASH ASHLAND INC Basic Materials 561.0 $37K -3.0 -0.5% $65.89 +10.3%
563 CNH INDL N V 3,244.0 $36K -68K -95.5% $11.23
564 QGRO AMERICAN CENTY ETF TR 308.0 $36K -839.0 -73.2% $118.05 +0.4%
565 GLIN VANECK ETF TRUST 770.0 $36K -43K -98.3% $46.50 -1.4%
566 NRIM NORTHRIM BANCORP INC Financial Services 1,281.0 $36K -579.0 -31.1% $27.74 -7.0%
567 CET CENTRAL SECS CORP Financial Services 674.0 $35K -25.0 -3.6% $52.45 +4.4%
568 INTA INTAPP INC Technology 1,400.0 $35K -15.0 -1.1% $25.21 +64.0%
569 SKM SK TELECOM CO LTD Communication Services 1,088.0 $35K -559.0 -33.9% $32.16 +25.3%
570 RRX REGAL REXNORD CORPORATION Industrials 146.0 $35K -532.0 -78.5% $238.39 -30.3%
571 UFPI UFP INDUSTRIES INC Basic Materials 379.0 $34K -24.0 -6.0% $90.74 -2.1%
572 CENX CENTURY ALUM CO Basic Materials 735.0 $34K -120.0 -14.0% $46.01 -4.5%
573 MDYV SPDR SERIES TRUST 354.0 $34K -2K -81.9% $94.85 +0.9%
574 XLG INVESCO EXCHANGE TRADED FD T 541.0 $33K -811.0 -60.0% $61.23 +1.4%
575 CTBI COMMUNITY TR BANCORP INC Financial Services 450.0 $33K -24.0 -5.1% $72.36 +5.7%
576 AMZA ETFIS SER TR I 700.0 $32K -190.0 -21.4% $46.19 +8.0%
577 NMRK NEWMARK GROUP INC Real Estate 2,121.0 $32K -6K -73.5% $15.11 +7.3%
578 ORIC ORIC PHARMACEUTICALS INC Healthcare 2,945.0 $32K -55.0 -1.8% $10.83 +31.1%
579 SMCI SUPER MICRO COMPUTER INC Technology 1,075.0 $32K -2K -62.0% $29.33 +27.0%
580 AXTA AXALTA COATING SYS LTD Basic Materials 921.0 $32K -11K -92.3% $34.22 +5.8%
Page 29 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%