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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 48 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WHD CACTUS INC Energy 7.0 $359.0 -19.0 -73.1% $51.29 +34.2%
942 GRND GRINDR INC Technology 25.0 $359.0 -21.0 -45.6% $14.36 +9.1%
943 LADR LADDER CAP CORP Real Estate 31.0 $308.0 -5K -99.4% $9.94 +0.4%
944 CIA ENERGETICA DE MINAS GERA 99.0 $302.0 -139.0 -58.4% $3.05
945 FG F&G ANNUITIES & LIFE INC Financial Services 11.0 $292.0 -6K -99.8% $26.55 -14.7%
946 FSV FIRSTSERVICE CORP NEW Real Estate 2.0 $284.0 -16.0 -88.9% $142.00 +1.0%
947 BBAI BIGBEAR AI HLDGS INC Technology 75.0 $275.0 -75.0 -50.0% $3.67 -15.9%
948 HNDL STRATEGY SHS 12.0 $274.0 -116.0 -90.6% $22.83 -1.3%
949 AXIA ENERGIA SA 26.0 $274.0 -130.0 -83.3% $10.54
950 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 19.0 $269.0 -68.0 -78.2% $14.16 +14.6%
951 CUSHMAN AND WAKEFIELD LTD 20.0 $268.0 -23.0 -53.5% $13.40
952 REMX VANECK ETF TRUST 3.0 $266.0 -57.0 -95.0% $88.67 -14.6%
953 RHI ROBERT HALF INC. Industrials 8.0 $253.0 -279.0 -97.2% $31.62 +38.8%
954 MBC MASTERBRAND INC Consumer Cyclical 24.0 $247.0 -41.0 -63.1% $10.29 -11.2%
955 WU WESTERN UN CO Financial Services 32.0 $246.0 -369.0 -92.0% $7.69 -5.0%
956 GLOB GLOBANT S A Technology 8.0 $232.0 -28.0 -77.8% $29.00 +36.7%
957 FDP DEL MONTE CORP Consumer Defensive 8.0 $223.0 -9.0 -52.9% $27.88 +4.8%
958 PVH PVH CORPORATION Consumer Cyclical 3.0 $223.0 -2K -99.8% $74.33 +2.4%
959 ELF E L F BEAUTY INC Consumer Defensive 3.0 $222.0 -21.0 -87.5% $74.00 +33.1%
960 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 7.0 $215.0 -118K -100.0% $30.71 +17.4%
Page 48 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%