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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 40 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MVV PROSHARES TR 42.0 $4K -28.0 -40.0% $92.07 -2.0%
782 NUVL NUVALENT INC Healthcare 31.0 $4K -4.0 -11.4% $123.52 +0.4%
783 HQH ABRDN HEALTHCARE INVESTORS Financial Services 173.0 $4K -31.0 -15.2% $21.98 +11.0%
784 URBN URBAN OUTFITTERS INC Consumer Cyclical 53.0 $4K -16.0 -23.2% $70.87 +4.8%
785 MLPX GLOBAL X FDS 50.0 $4K -779.0 -94.0% $73.66 +1.0%
786 CCB COASTAL FINL CORP WA Financial Services 47.0 $4K -8.0 -14.6% $77.51 -40.3%
787 PMAR INNOVATOR ETFS TRUST 76.0 $4K -214.0 -73.8% $47.78 +1.7%
788 LBRDK LIBERTY BROADBAND CORP Communication Services 107.0 $4K -1.0 -0.9% $33.26 +8.3%
789 ESAB ESAB CORPORATION Industrials 36.0 $4K -92.0 -71.9% $98.64 -17.5%
790 TFX TELEFLEX INCORPORATED Healthcare 28.0 $4K -22.0 -44.0% $126.75 +9.5%
791 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 113.0 $4K -55.0 -32.7% $31.02 -11.0%
792 MSA MSA SAFETY INC Industrials 20.0 $3K -20.0 -50.0% $174.60 +8.5%
793 CORE LABORATORIES INC 298.0 $3K -536.0 -64.3% $11.65
794 PB PROSPERITY BANCSHARES INC Financial Services 47.0 $3K -12.0 -20.3% $73.02 -0.3%
795 CHTR CHARTER COMMUNICATIONS INC Communication Services 24.0 $3K -58.0 -70.7% $142.21 +5.6%
796 OUSTER INC 54.0 $3K -14.0 -20.6% $62.52
797 FULT FULTON FINL CORP PA Financial Services 139.0 $3K -30.0 -17.8% $24.19 -2.3%
798 HRB BLOCK H & R INC Consumer Cyclical 88.0 $3K -257.0 -74.5% $38.10 +40.9%
799 BZ KANZHUN LIMITED Industrials 260.0 $3K -15K -98.3% $12.87 +23.9%
800 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 189.0 $3K -10K -98.2% $17.41 +14.7%
Page 40 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%