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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 45 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 STWD STARWOOD PPTY TR INC Real Estate 69.0 $1K -329.0 -82.7% $16.38 +0.0%
882 EMEQ NOMURA ETF TR 15.0 $1K -5.0 -25.0% $72.87 -9.7%
883 RGEN REPLIGEN CORP Healthcare 8.0 $1K -4.0 -33.3% $136.50 +32.7%
884 GJUL FIRST TR EXCHNG TRADED FD VI 25.0 $1K -356.0 -93.4% $43.48 +2.3%
885 GUNR FLEXSHARES TR 22.0 $1K -15.0 -40.5% $49.27 +15.5%
886 USO UNITED STS OIL FD LP Financial Services 10.0 $1K -43.0 -81.1% $106.40 +26.5%
887 STC STEWART INFORMATION SVCS COR Financial Services 16.0 $1K -5.0 -23.8% $66.00 +4.8%
888 LPL LG DISPLAY CO LTD Technology 270.0 $1K -120.0 -30.8% $3.89 -15.7%
889 LIBERTY GLOBAL LTD 95.0 $1K -36.0 -27.5% $11.00
890 DBND DOUBLELINE ETF TRUST 22.0 $1K -29.0 -56.9% $45.59 -1.4%
891 VMO INVESCO MUN OPPORTUNIT TR Financial Services 99.0 $977.0 -4.0 -3.9% $9.87 -1.9%
892 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 43.0 $961.0 -11.0 -20.4% $22.35 +4.7%
893 INDI INDIE SEMICONDUCTOR INC Technology 213.0 $956.0 -110.0 -34.1% $4.49 -7.5%
894 FDEV FIDELITY COVINGTON TRUST 26.0 $923.0 -3.0 -10.3% $35.50 +7.5%
895 ZETA ZETA GLOBAL HOLDINGS CORP Technology 45.0 $886.0 -5.0 -10.0% $19.69 +47.6%
896 CRVL CORVEL CORP Financial Services 14.0 $875.0 -34.0 -70.8% $62.50 +12.2%
897 JPIB J P MORGAN EXCHANGE TRADED F 18.0 $870.0 -83.0 -82.2% $48.33 -1.0%
898 GRAB GRAB HOLDINGS LIMITED Technology 230.0 $867.0 -2K -88.7% $3.77 -7.7%
899 PQDI PRINCIPAL EXCHANGE TRADED FD 44.0 $858.0 -44.0 -50.0% $19.50 -1.3%
900 BBAG J P MORGAN EXCHANGE TRADED F 18.0 $827.0 -127.0 -87.6% $45.94 -1.8%
Page 45 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%