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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 36 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CLM CORNERSTONE STRATEGIC INVEST Financial Services 1,256.0 $9K -7K -84.2% $7.56 -9.1%
702 WLDR TWO RDS SHARED TR 202.0 $9K -7.0 -3.4% $46.46 +2.4%
703 FMET FIDELITY COVINGTON TRUST 253.0 $9K -2.0 -0.8% $36.74 +5.0%
704 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 30.0 $9K -97.0 -76.4% $306.70 -14.4%
705 ETG EATON VANCE TX ADV GLBL DIV Financial Services 384.0 $9K -275.0 -41.7% $23.54 +1.9%
706 NBHC NATIONAL BK HLDGS CORP Financial Services 203.0 $9K -1K -85.6% $44.43 -5.8%
707 SDOG ALPS ETF TR 130.0 $9K -120.0 -48.0% $68.22 +8.5%
708 AFG AMERICAN FINANCIAL GROUP INC Financial Services 63.0 $9K -93.0 -59.6% $139.94 +2.7%
709 ILCB ISHARES TR 85.0 $9K -2K -96.3% $103.65 +2.4%
710 OWL BLUE OWL CAPITAL INC Financial Services 1,000.0 $9K -742K -99.9% $8.75 +33.3%
711 FMDE FIDELITY COVINGTON TRUST 213.0 $9K -122.0 -36.4% $40.58 +4.5%
712 TNK TEEKAY TANKERS LTD Energy 133.0 $9K -5.0 -3.6% $64.87 +40.3%
713 BROWN FORMAN CORP 314.0 $9K -164.0 -34.3% $27.38
714 WYNN WYNN RESORTS LTD Consumer Cyclical 88.0 $9K -16.0 -15.4% $97.09 +3.3%
715 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 311.0 $8K -11.0 -3.4% $26.85 -5.1%
716 TREX TREX INC Industrials 164.0 $8K -3K -94.7% $50.04 -6.4%
717 Z ZILLOW GROUP INC Communication Services 260.0 $8K -2K -89.2% $31.52 +13.8%
718 FAF FIRST AMERN FINL CORP Financial Services 119.0 $8K -3.0 -2.5% $68.59 +4.6%
719 TY TRI CONTL CORP Financial Services 232.0 $8K -1K -85.8% $34.42 +3.4%
720 WEN WENDYS CO Consumer Cyclical 955.0 $8K -556.0 -36.8% $8.29 +8.7%
Page 36 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%