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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 8 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FTEC FIDELITY COVINGTON TRUST 36,327.0 $10.4M 0.02% -2K -4.7% $285.58 -1.0%
142 FSIG FIRST TR EXCHANGE-TRADED FD 534,714.0 $10.1M 0.02% -17K -3.2% $18.86 -0.5%
143 BKHY BNY MELLON ETF TRUST 210,767.0 $10.0M 0.02% -7K -3.2% $47.61 -0.7%
144 KMX CARMAX INC Consumer Cyclical 189,490.0 $10.0M 0.02% -324K -63.1% $52.89 +17.5%
145 NXPI NXP SEMICONDUCTORS N V Technology 34,556.0 $9.7M 0.02% -6K -14.8% $281.03 -19.7%
146 FTAI AVIATION LTD 35,092.0 $9.5M 0.02% -14K -28.7% $270.53
147 JTEK J P MORGAN EXCHANGE TRADED F 82,962.0 $9.3M 0.02% -13K -13.8% $111.55 -10.4%
148 SPOT SPOTIFY TECHNOLOGY S A Communication Services 20,048.0 $9.2M 0.02% -12K -37.5% $459.14 +16.2%
149 AMG AFFILIATED MANAGERS GROUP Financial Services 27,179.0 $9.2M 0.02% -934.0 -3.3% $338.40 +5.3%
150 BLACKROCK ETF TRUST 112,781.0 $9.0M 0.02% -11K -9.1% $80.16
151 SNY SANOFI SA Healthcare 211,011.0 $9.0M 0.01% -233K -52.4% $42.66 +7.5%
152 FVD FIRST TR EXCHANGE-TRADED FD 186,164.0 $9.0M 0.01% -36K -16.1% $48.18 +5.2%
153 BMY BRISTOL-MYERS SQUIBB CO Healthcare 153,878.0 $8.9M 0.01% -16K -9.3% $57.62 +16.3%
154 DHR DANAHER CORP DEL Healthcare 46,092.0 $8.8M 0.01% -2K -4.2% $190.48 +14.9%
155 FNDF SCHWAB STRATEGIC TR 163,362.0 $8.6M 0.01% -53K -24.4% $52.76 +5.8%
156 NVO NOVO-NORDISK A S Healthcare 178,606.0 $8.6M 0.01% -59K -24.8% $47.94 -2.5%
157 ILF ISHARES TR 242,119.0 $8.2M 0.01% -1.6M -86.5% $33.75 +2.8%
158 JIG J P MORGAN EXCHANGE TRADED F 92,445.0 $8.1M 0.01% -11K -10.8% $87.17 -2.4%
159 TRP TC ENERGY CORP Energy 120,400.0 $8.0M 0.01% -12K -8.8% $66.29 -6.4%
160 CMS CMS ENERGY CORP Utilities 103,595.0 $7.9M 0.01% -3K -2.4% $76.50 -10.8%
Page 8 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%