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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 47 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 UBND VICTORY PORTFOLIOS II 28.0 $608.0 -3K -99.0% $21.71 -1.6%
922 HYGH ISHARES U S ETF TR 7.0 $606.0 -9.0 -56.2% $86.57 +0.1%
923 LRGG NOMURA ETF TR 22.0 $605.0 -63.0 -74.1% $27.50 +7.8%
924 AUR AURORA INNOVATION INC Technology 88.0 $600.0 -21.0 -19.3% $6.82 -8.8%
925 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 34.0 $576.0 -120.0 -77.9% $16.94 -14.9%
926 DUOL DUOLINGO INC Technology 5.0 $575.0 -14.0 -73.7% $115.00 +26.7%
927 EIM EATON VANCE MUN BD FD Financial Services 56.0 $559.0 -42.0 -42.9% $9.98 -3.7%
928 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 48.0 $541.0 -2K -97.5% $11.27 +8.7%
929 BLUEROCK PVT REAL ESTATE FD 40.0 $520.0 -986.0 -96.1% $13.00
930 MIR MIRION TECHNOLOGIES INC Industrials 28.0 $502.0 -14.0 -33.3% $17.93 -16.9%
931 RITM RITHM CAPITAL CORP Real Estate 49.0 $460.0 -427.0 -89.7% $9.39 +9.5%
932 MAT MATTEL INC Consumer Cyclical 32.0 $444.0 -117.0 -78.5% $13.88 +4.7%
933 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5.0 $436.0 -3.0 -37.5% $87.20 -13.7%
934 ONEV SPDR SERIES TRUST 3.0 $429.0 -3.0 -50.0% $143.00 +5.6%
935 WKC WORLD KINECT CORPORATION Energy 13.0 $428.0 -179.0 -93.2% $32.92 +8.8%
936 PRLB PROTO LABS INC Industrials 5.0 $408.0 -2.0 -28.6% $81.60 -2.9%
937 SRAD SPORTRADAR GROUP AG Technology 27.0 $404.0 -27.0 -50.0% $14.96 -14.6%
938 PURSUIT ATTRACTIONS AND HOSP 7.0 $392.0 -292.0 -97.7% $56.00
939 ASIX ADVANSIX INC Basic Materials 19.0 $378.0 -184.0 -90.6% $19.89 -13.7%
940 JPME J P MORGAN EXCHANGE TRADED F 3.0 $373.0 -18.0 -85.7% $124.33 +2.9%
Page 47 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%