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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 49 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 STNE STONECO LTD Technology 19.0 $206.0 -4K -99.5% $10.84 -15.5%
962 TWST TWIST BIOSCIENCE CORP Healthcare 2.0 $206.0 -4.0 -66.7% $103.00 +32.4%
963 KIO KKR INCOME OPPORTUNITIES FD Financial Services 16.0 $180.0 -46.0 -74.2% $11.25 -2.8%
964 CVI CVR ENERGY INC Energy 6.0 $165.0 -6.0 -50.0% $27.50 +30.3%
965 HNI HNI CORP Industrials 4.0 $162.0 -33.0 -89.2% $40.50 +18.0%
966 EEA EUROPEAN EQUITY FD INC Financial Services 14.0 $154.0 -49.0 -77.8% $11.00 +1.4%
967 MNDY MONDAY COM LTD Technology 2.0 $145.0 -7K -100.0% $72.50 +25.9%
968 HAYW HAYWARD HLDGS INC Industrials 8.0 $138.0 -11.0 -57.9% $17.25 -14.7%
969 FRHC FREEDOM HOLDING CORP Financial Services 1.0 $130.0 -1.0 -50.0% $130.00 +25.9%
970 HYGV FLEXSHARES TR 3.0 $121.0 -255.0 -98.8% $40.33 -0.5%
971 RC READY CAPITAL CORP Real Estate 63.0 $110.0 -189.0 -75.0% $1.75 +8.8%
972 WHR WHIRLPOOL CORP Consumer Cyclical 2.0 $95.0 -39.0 -95.1% $47.50 -14.8%
973 MMS MAXIMUS INC Industrials 2.0 $83.0 -129.0 -98.5% $41.50 +39.2%
974 VYX NCR VOYIX CORPORATION Technology 10.0 $82.0 -31.0 -75.6% $8.20 -6.7%
975 FINV FINVOLUTION GROUP Financial Services 17.0 $81.0 -42.0 -71.2% $4.76 -7.7%
976 EPAM EPAM SYS INC Technology 1.0 $79.0 -7K -100.0% $79.00 +35.1%
977 JHPI JOHN HANCOCK EXCHANGE TRADED 3.0 $68.0 -307.0 -99.0% $22.67 -0.7%
978 LIBERTY CAP CORP 3.0 $65.0 -74.0 -96.1% $21.67
979 SITE CTRS CORP 16.0 $64.0 -203K -100.0% $4.00
980 RH RH Consumer Cyclical $40.0 -100.0%
Page 49 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%