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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 41 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ALV AUTOLIV INC Consumer Cyclical 28.0 $3K -40.0 -58.8% $116.18 +7.9%
802 CAR AVIS BUDGET GROUP INC Industrials 22.0 $3K -3.0 -12.0% $147.82 -0.8%
803 FCPI FIDELITY COVINGTON TRUST 59.0 $3K -133.0 -69.3% $54.63 +4.8%
804 REZ ISHARES TR 34.0 $3K -8.0 -19.1% $94.68 +1.5%
805 PLMR PALOMAR HLDGS INC Financial Services 25.0 $3K -29.0 -53.7% $126.40 +2.9%
806 LLYVA LIBERTY LIVE HOLDINGS INC 31.0 $3K -11.0 -26.2% $101.26
807 FBCG FIDELITY COVINGTON TRUST 50.0 $3K -314.0 -86.3% $62.40 -1.4%
808 WEX WEX INC Technology 22.0 $3K -4.0 -15.4% $141.09 +41.7%
809 WING WINGSTOP INC Consumer Cyclical 17.0 $3K -6K -99.7% $173.41 -33.4%
810 ZLAB ZAI LAB LTD Healthcare 155.0 $3K -78.0 -33.5% $19.00 +36.9%
811 VCLT VANGUARD SCOTTSDALE FDS 38.0 $3K -1.0 -2.6% $75.26 -4.7%
812 EMBOTELLADORA ANDINA S A 129.0 $3K -18.0 -12.2% $22.00
813 FUTU FUTU HLDGS LTD Financial Services 30.0 $3K -330.0 -91.7% $93.73 +31.9%
814 CDP COPT DEFENSE PROPERTIES Real Estate 77.0 $3K -14.0 -15.4% $36.39 +2.4%
815 FLCA FRANKLIN TEMPLETON ETF TR 54.0 $3K -15.0 -21.7% $51.46 +8.2%
816 JMSI J P MORGAN EXCHANGE TRADED F 52.0 $3K -1.0 -1.9% $50.44 -2.1%
817 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 49.0 $3K -30.0 -38.0% $53.29 +13.5%
818 PYLD PIMCO ETF TR 98.0 $3K -823.0 -89.4% $26.52 -1.4%
819 FLO FLOWERS FOODS INC Consumer Defensive 327.0 $3K -358.0 -52.3% $7.90 -12.0%
820 AGI ALAMOS GOLD INC Basic Materials 85.0 $3K -6.0 -6.6% $30.34 +24.8%
Page 41 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%