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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 43 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SR SPIRE INC Utilities 26.0 $2K -7.0 -21.2% $78.08 +3.6%
842 FS SPECIALTY LENDING FD 180.0 $2K -222.0 -55.2% $11.15
843 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 150.0 $2K -178.0 -54.3% $12.80 -4.5%
844 BKEM BNY MELLON ETF TRUST 20.0 $2K -168.0 -89.4% $31.77 -3.5%
845 DOX AMDOCS LTD Technology 37.0 $2K -125.0 -77.2% $50.08 +22.6%
846 INSTALLED BLDG PRODS INC 8.0 $2K -6.0 -42.9% $229.88
847 GAIN GLADSTONE INVT CORP Financial Services 117.0 $2K -505.0 -81.2% $15.46 +5.8%
848 HIMS HIMS & HERS HEALTH INC Healthcare 51.0 $2K -75.0 -59.5% $34.67 -2.6%
849 RALLIANT CORP 24.0 $2K -27.0 -52.9% $73.62
850 CLOZ SERIES PORTFOLIOS TR 64.0 $2K -236.0 -78.7% $26.42 -0.6%
851 NZF NUVEEN MUN CR INCOME FD Financial Services 132.0 $2K -2K -93.2% $12.68 -3.6%
852 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 28.0 $2K -65.0 -69.9% $59.36 -8.6%
853 MNKD MANNKIND CORP Healthcare 381.0 $2K -151.0 -28.4% $4.26 -2.6%
854 HIGHLAND OPPS & INCOME FD 226.0 $2K -1K -84.9% $7.13
855 BCX BLACKROCK RES & COMMODITIES Financial Services 141.0 $2K -292.0 -67.4% $11.31 +16.8%
856 EVV EATON VANCE LIMITED DURATION Financial Services 170.0 $2K -980.0 -85.2% $9.37 -3.5%
857 UNF UNIFIRST CORP MASS Industrials 6.0 $2K -4.0 -40.0% $264.50 +9.7%
858 FIBK FIRST INTST BANCSYSTEM INC Financial Services 41.0 $2K -59.0 -59.0% $38.56 -2.8%
859 AWR AMER STATES WTR CO Utilities 19.0 $2K -51.0 -72.9% $82.63 +7.3%
860 IPAR INTERPARFUMS INC Consumer Defensive 14.0 $2K -2.0 -12.5% $111.86 +3.3%
Page 43 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%