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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 10 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CGGE CAPITAL GROUP GLOBAL EQUITY 1,536,270.0 $54.1M 0.09% +323K +26.7% $35.24 +0.6%
182 MTG MGIC INVT CORP WIS Financial Services 1,885,603.0 $53.2M 0.09% -153K -7.5% $28.20 +9.6%
183 COP CONOCOPHILLIPS Energy 507,702.0 $52.8M 0.09% +97K +23.8% $103.96 +29.7%
184 DIHP DIMENSIONAL ETF TRUST 1,546,186.0 $52.8M 0.09% +1.5M +10000.0% $34.12 +4.7%
185 SMH VANECK ETF TRUST 80,312.0 $52.7M 0.09% +18K +28.6% $655.89 -14.6%
186 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 411,815.0 $50.7M 0.09% +311K +307.4% $123.11 +31.0%
187 LVHI LEGG MASON ETF INVT 1,238,008.0 $50.2M 0.09% -968K -43.9% $40.59 +5.9%
188 ENB ENBRIDGE INC Energy 919,996.0 $49.9M 0.09% +226K +32.6% $54.21 -6.9%
189 HYS PIMCO ETF TR 531,701.0 $49.7M 0.09% -81K -13.2% $93.52 -0.7%
190 ASHR DBX ETF TR 1,355,364.0 $49.7M 0.09% NEW $36.66 -5.9%
191 APH AMPHENOL CORP Technology 270,341.0 $47.7M 0.08% +215K +387.1% $176.32 -11.0%
192 CGGO CAPITAL GROUP GBL GROWTH EQT 1,122,260.0 $47.5M 0.08% +355K +46.3% $42.33 -3.7%
193 VGK VANGUARD INTL EQUITY INDEX F 535,374.0 $47.4M 0.08% +477K +817.7% $88.54 +4.7%
194 VXUS VANGUARD STAR FDS 553,794.0 $47.3M 0.08% +484K +696.3% $85.49 +2.6%
195 DFAE DIMENSIONAL ETF TRUST 1,168,966.0 $47.0M 0.08% +1.2M +10000.0% $40.21 -1.8%
196 EMB ISHARES TR 470,810.0 $45.4M 0.08% -858K -64.6% $96.44 -1.8%
197 BBCA J P MORGAN EXCHANGE TRADED F 455,811.0 $45.3M 0.08% -17K -3.7% $99.40 +8.2%
198 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 468,912.0 $45.1M 0.08% -42K -8.2% $96.12 -50.3%
199 RTX RTX CORPORATION Industrials 236,833.0 $44.9M 0.08% -20K -7.9% $189.73 +10.6%
200 KGC KINROSS GOLD CORP Basic Materials 1,885,035.0 $44.5M 0.08% -127K -6.3% $23.62 +38.7%
Page 10 of 178  ·  3,558 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%