BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OGE OGE ENERGY CORP Utilities 153,579.0 $7.5M 0.01% -245K -61.4% $48.66 -6.2%
162 CME CME GROUP INC Financial Services 33,281.0 $7.3M 0.01% -2K -5.6% $220.83 +24.5%
163 APP APPLOVIN CORP Technology 14,214.0 $7.3M 0.01% -10K -42.0% $515.22 -40.7%
164 MATX MATSON INC Industrials 37,578.0 $7.2M 0.01% -23K -37.5% $192.23 +15.9%
165 ARGX ARGENX SE Healthcare 7,699.0 $7.1M 0.01% -2K -21.8% $927.82 +12.1%
166 EXPE EXPEDIA GROUP INC Consumer Cyclical 26,780.0 $6.9M 0.01% -991.0 -3.6% $255.88 +25.7%
167 DVYE ISHARES INC 211,881.0 $6.8M 0.01% -42K -16.5% $32.23 +10.0%
168 SPYG SPDR SERIES TRUST 57,027.0 $6.8M 0.01% -4K -6.5% $118.99 +1.0%
169 BX BLACKSTONE INC Financial Services 57,382.0 $6.8M 0.01% -9K -13.7% $117.67 +21.8%
170 FLRT PACER FDS TR 143,995.0 $6.7M 0.01% -2K -1.1% $46.63 +0.6%
171 TTAN SERVICETITAN INC Technology 92,238.0 $6.5M 0.01% -2K -1.6% $70.71 +34.2%
172 SLYG SPDR SERIES TRUST 53,910.0 $6.4M 0.01% -3K -4.5% $119.13 -2.6%
173 DB DEUTSCHE BK AG Financial Services 188,147.0 $6.4M 0.01% -135K -41.8% $33.76 +12.0%
174 HDEF DBX ETF TR 197,077.0 $6.3M 0.01% -8K -3.8% $32.14 +6.8%
175 THRO BLACKROCK ETF TRUST 146,242.0 $6.3M 0.01% -30K -16.8% $43.11 +1.2%
176 PGR PROGRESSIVE CORP Financial Services 28,810.0 $6.3M 0.01% -70K -71.0% $218.45 +0.4%
177 DSI ISHARES TR 43,915.0 $6.3M 0.01% -8K -15.3% $142.39 +3.0%
178 TW TRADEWEB MKTS INC Financial Services 62,132.0 $6.2M 0.01% -15K -19.1% $99.66 +7.4%
179 IWD ISHARES TR 25,399.0 $6.2M 0.01% -7K -20.7% $242.43 +6.1%
180 FBT FIRST TR EXCHANGE-TRADED FD 24,440.0 $6.1M 0.01% -22K -47.5% $247.89 +9.4%
Page 9 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%