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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 46 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 43.0 $825.0 -125.0 -74.4% $19.19 -4.2%
902 KWR QUAKER HOUGHTON Basic Materials 5.0 $794.0 -2.0 -28.6% $158.80 +3.6%
903 LIFE360 INC 14.0 $775.0 -6K -99.8% $55.36
904 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 10.0 $765.0 -3.0 -23.1% $76.50 +1.7%
905 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 16.0 $754.0 -4.0 -20.0% $47.12 -3.7%
906 MPT MEDICAL PROPERTIES TRUST INC Financial Services 163.0 $753.0 -174.0 -51.6% $4.62 -11.8%
907 CARG CARGURUS INC Consumer Cyclical 22.0 $750.0 -70.0 -76.1% $34.09 +7.4%
908 FPI FARMLAND PARTNERS INC Real Estate 77.0 $745.0 -1.0 -1.3% $9.68 +4.4%
909 AN AUTONATION INC Consumer Cyclical 4.0 $743.0 -19.0 -82.6% $185.75 +8.4%
910 TMDX TRANSMEDICS GROUP INC Healthcare 11.0 $731.0 -8.0 -42.1% $66.45 +39.9%
911 FORTE BIOSCIENCES INC 34.0 $723.0 -24.0 -41.4% $21.26
912 ITRI ITRON INC Technology 8.0 $692.0 -8.0 -50.0% $86.50 +14.1%
913 JPIE J P MORGAN EXCHANGE TRADED F 15.0 $691.0 -13.0 -46.4% $46.07 -0.5%
914 USAC USA COMPRESSION PARTNERS LP Energy 26.0 $686.0 -5.0 -16.1% $26.38 -0.1%
915 PGNY PROGYNY INC Healthcare 23.0 $663.0 -77.0 -77.0% $28.83 -10.1%
916 MOS MOSAIC CO Basic Materials 31.0 $657.0 -13.0 -29.6% $21.19 +13.7%
917 SLGN SILGAN HLDGS INC Consumer Cyclical 14.0 $649.0 -866.0 -98.4% $46.36 -10.7%
918 UPST UPSTART HLDGS INC Financial Services 18.0 $638.0 -9.0 -33.3% $35.44 -16.2%
919 ABRDN ASIA PACIFIC INCOME FU 42.0 $618.0 -172.0 -80.4% $14.71
920 TDSB EXCHANGE LISTED FDS TR 25.0 $614.0 -51.0 -67.1% $24.56 +2.2%
Page 46 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 33.7%
Financial Services 13.7%
Communication Services 13.4%
Healthcare 9.4%
Consumer Cyclical 8.2%
Industrials 6.1%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.6%