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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 116 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 BCH BANCO DE CHILE Financial Services 375.0 $15K -14.0 -3.6% $39.76 +5.0%
2302 SPVM INVESCO EXCHANGE TRADED FD T 200.0 $15K NEW $74.42 +4.1%
2303 TMFE RBB FD INC 504.0 $15K -25.0 -4.7% $29.53 +5.6%
2304 BXP BXP INC Real Estate 224.0 $15K -805.0 -78.2% $66.31 +6.3%
2305 RFDI FIRST TR EXCH TRADED FD III 170.0 $15K -30.0 -15.0% $87.08 +5.8%
2306 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 1,070.0 $15K +337.0 +46.0% $13.83 +6.8%
2307 EXLS EXLSERVICE HLDGS INC Technology 572.0 $15K -2K -74.1% $25.86 +47.1%
2308 NJAN INNOVATOR ETFS TRUST 250.0 $15K $59.02 +1.6%
2309 PVAL PUTNAM ETF TRUST 288.0 $15K +200.0 +227.3% $50.95 +6.5%
2310 BSMT INVESCO EXCH TRD SLF IDX FD 633.0 $15K NEW $23.03 -0.2%
2311 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 50.0 $15K -68.0 -57.6% $291.18 -10.0%
2312 TLK TELEKOMUNIKASI IND Communication Services 1,084.0 $15K -2K -63.6% $13.43 +8.3%
2313 NTB BANK OF N T BUTTERFIELD & SO Financial Services 244.0 $15K $59.50 -0.5%
2314 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 562.0 $15K NEW $25.82 -6.5%
2315 SFLR INNOVATOR ETFS TRUST 374.0 $14K +199.0 +113.7% $38.58 +1.3%
2316 FLS FLOWSERVE CORP Industrials 194.0 $14K -11.0 -5.4% $74.16 +10.6%
2317 BOX BOX INC Technology 542.0 $14K +132.0 +32.2% $26.54 +30.4%
2318 MORN MORNINGSTAR INC Financial Services 92.0 $14K +58.0 +170.6% $156.02 +38.0%
2319 EMF TEMPLETON EMERGING MKTS FD Financial Services 613.0 $14K NEW $23.22 -2.0%
2320 EMDM FIRST TR EXCHANGE-TRADED FD 328.0 $14K $43.20 -1.9%
Page 116 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%