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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 42 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BTU PEABODY ENGR CORP Energy 108.0 $2K -22.0 -16.9% $23.12 +19.4%
822 TDTF FLEXSHARES TR 104.0 $2K -204.0 -66.2% $23.77 -1.8%
823 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 47.0 $2K -2.0 -4.1% $52.36 -13.8%
824 PRINCIPAL EXCHANGE TRADED FD 68.0 $2K -68.0 -50.0% $35.90
825 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 27.0 $2K -31.0 -53.5% $90.30 +20.7%
826 TFSL TFS FINL CORP Financial Services 135.0 $2K -47.0 -25.8% $17.72 -0.4%
827 RELY REMITLY GLOBAL INC Technology 105.0 $2K -150.0 -58.8% $22.41 +19.0%
828 ANGLOGOLD ASHANTI PLC 29.0 $2K -983.0 -97.1% $80.90
829 CVBF CVB FINL CORP Financial Services 103.0 $2K -24.0 -18.9% $22.55 +0.1%
830 GFL GFL ENVIRONMENTAL INC Industrials 63.0 $2K -4.0 -6.0% $36.79 +11.6%
831 HYGW ISHARES TR 79.0 $2K -304K -100.0% $29.10 -0.6%
832 DJP BARCLAYS BANK PLC Financial Services 52.0 $2K -8.0 -13.3% $43.71 +15.8%
833 XMLV INVESCO EXCH TRADED FD TR II 34.0 $2K -13.0 -27.7% $66.32 +2.1%
834 DGICA DONEGAL GROUP INC Financial Services 118.0 $2K -118.0 -50.0% $18.86 -1.0%
835 BRBR BELLRING BRANDS INC Consumer Defensive 169.0 $2K -3K -94.8% $12.94 -21.3%
836 ESTC ELASTIC N V Technology 38.0 $2K -158.0 -80.6% $57.05 +50.6%
837 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 59.0 $2K -15.0 -20.3% $36.24 +4.2%
838 TIC TIC SOLUTIONS INC Industrials 264.0 $2K -2K -88.0% $8.09 +17.5%
839 RUN SUNRUN INC Energy 155.0 $2K -2.0 -1.3% $13.38 -31.5%
840 CHDN CHURCHILL DOWNS INC Consumer Cyclical 23.0 $2K -38.0 -62.3% $89.65 +4.5%
Page 42 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%