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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 118 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 UGI UGI CORP NEW Utilities 389.0 $13K +225.0 +137.2% $34.54 +11.3%
2342 ROIV ROIVANT SCIENCES LTD Healthcare 379.0 $13K +182.0 +92.4% $35.39 +3.8%
2343 CPT CAMDEN PPTY TR Real Estate 117.0 $13K -328.0 -73.7% $114.49 -6.0%
2344 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 852.0 $13K +425.0 +99.5% $15.72 -1.1%
2345 SEB SEABOARD CORP DEL Industrials 3.0 $13K NEW $4464.33 -9.8%
2346 TPG TPG INC Financial Services 330.0 $13K +201.0 +155.8% $40.55 +30.2%
2347 UBSI UNITED BANKSHARES INC WEST V Financial Services 291.0 $13K +56.0 +23.8% $45.83 +3.5%
2348 VOTE TCW ETF TRUST 151.0 $13K +19.0 +14.4% $88.17 +2.5%
2349 CWEN CLEARWAY ENERGY INC Utilities 389.0 $13K +364.0 +1456.0% $34.18 -5.0%
2350 PSMT PRICESMART INC Consumer Defensive 68.0 $13K +6.0 +9.7% $195.34 -10.2%
2351 EPP ISHARES INC 248.0 $13K NEW $53.26 +8.9%
2352 FCAL FIRST TR EXCH TRADED FD III 266.0 $13K -135.0 -33.7% $49.65 -2.4%
2353 AWI ARMSTRONG WORLD INDS INC NEW Industrials 82.0 $13K -9.0 -9.9% $160.41 +10.8%
2354 S SENTINELONE INC Technology 775.0 $13K -1K -59.3% $16.97 +20.9%
2355 MFDX PIMCO EQUITY SER 315.0 $13K NEW $41.60 +2.8%
2356 CHE CHEMED CORP NEW Healthcare 28.0 $13K +7.0 +33.3% $465.75 +17.8%
2357 MEOH METHANEX CORP Basic Materials 282.0 $13K $46.15 +23.4%
2358 DSTL ETF SER SOLUTIONS 216.0 $13K $59.90 +16.1%
2359 HESM HESS MIDSTREAM LP Energy 344.0 $13K NEW $37.60 +6.6%
2360 SIXJ AIM ETF PRODUCTS TRUST 354.0 $13K +338.0 +2112.5% $36.48 +2.0%
Page 118 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%