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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 39 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SHOO MADDEN STEVEN LTD Consumer Cyclical 116.0 $5K -59.0 -33.7% $42.10 +9.4%
762 UEC URANIUM ENERGY CORP Energy 457.0 $5K -375.0 -45.1% $10.66 +19.7%
763 IYZ ISHARES TR 115.0 $5K -297.0 -72.1% $42.31 +1.7%
764 NEAR ISHARES U S ETF TR 93.0 $5K -8.0 -7.9% $50.66 -0.2%
765 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 118.0 $5K -2K -93.5% $39.07 +9.9%
766 SLAB SILICON LABORATORIES INC Technology 21.0 $5K -2.0 -8.7% $218.57 -0.3%
767 GILT GILAT SATELLITE NETWORKS LTD Technology 331.0 $4K -5K -93.6% $13.31 -21.1%
768 WDFC WD 40 CO Basic Materials 18.0 $4K -3.0 -14.3% $243.67 -10.9%
769 BRKR BRUKER CORP Healthcare 73.0 $4K -21.0 -22.3% $59.99 -0.7%
770 SLM SLM CORP Financial Services 165.0 $4K -43.0 -20.7% $25.94 +2.0%
771 PSKY PARAMOUNT SKYDANCE CORP Communication Services 429.0 $4K -319.0 -42.6% $9.86 +5.0%
772 KFY KORN FERRY Industrials 63.0 $4K -51.0 -44.7% $66.59 +27.7%
773 THW ABRDN WORLD HEALTHCARE FUND Financial Services 313.0 $4K -202.0 -39.2% $13.40 +6.2%
774 EDGF ADVISORS INNER CIRCLE FD II 169.0 $4K -62.0 -26.8% $24.64 +0.1%
775 DAC DANAOS CORPORATION Industrials 34.0 $4K -8.0 -19.1% $122.38 +22.4%
776 PL PLANET LABS PBC Industrials 125.0 $4K -137.0 -52.3% $33.13 -32.7%
777 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 131.0 $4K -138.0 -51.3% $30.13 -1.2%
778 EXPO EXPONENT INC Industrials 67.0 $4K -29.0 -30.2% $58.76 +19.5%
779 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 76.0 $4K -8.0 -9.5% $51.05 +31.3%
780 VC VISTEON CORP Consumer Cyclical 39.0 $4K -852.0 -95.6% $99.21 +6.8%
Page 39 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%