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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 35 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PXH INVESCO EXCH TRADED FD TR II 406.0 $11K -1K -73.6% $27.85 +5.5%
682 PFFA ETFIS SER TR I 545.0 $11K -697.0 -56.1% $20.57 +1.6%
683 BEKE KE HLDGS INC Real Estate 764.0 $11K -227.0 -22.9% $14.53 +22.2%
684 VSH VISHAY INTERTECHNOLOGY INC Technology 206.0 $11K -42.0 -16.9% $53.78 -41.2%
685 HRL HORMEL FOODS CORP Consumer Defensive 444.0 $11K -8K -94.8% $24.81 -3.7%
686 SEIQ SEI EXCHANGE TRADED FUNDS 275.0 $11K -150.0 -35.3% $39.41 +6.3%
687 NBTB NBT BANCORP INC Financial Services 219.0 $11K -498.0 -69.5% $49.37 +5.5%
688 SPGM SPDR INDEX SHS FDS 124.0 $11K -5.0 -3.9% $85.67 +2.5%
689 VTHR VANGUARD SCOTTSDALE FDS 32.0 $11K -10.0 -23.8% $331.44 +2.3%
690 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,126.0 $11K -795.0 -41.4% $9.39 +20.0%
691 ATR APTARGROUP INC Healthcare 82.0 $10K -82.0 -50.0% $125.44 +7.5%
692 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 992.0 $10K -66.0 -6.2% $10.31 +4.4%
693 CVSA COVISTA INC Consumer Cyclical 81.0 $10K -25.0 -23.6% $124.65 +6.2%
694 HEDJ WISDOMTREE TR 177.0 $10K -216.0 -55.0% $57.00 +0.5%
695 TECH BIO-TECHNE CORP Healthcare 142.0 $10K -1K -90.8% $70.73 +2.3%
696 DFEN DIREXION SHARES ETF TRUST 123.0 $10K -24.0 -16.3% $79.90 -9.7%
697 FIRST TR HIGH YIELD OPPRT 20 714.0 $10K -984.0 -58.0% $13.70
698 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 92.0 $10K -55.0 -37.4% $106.25 +5.6%
699 THO THOR INDS INC Consumer Cyclical 130.0 $10K -107.0 -45.1% $75.16 +5.8%
700 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 735.0 $10K -28.0 -3.7% $13.26 +9.6%
Page 35 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%