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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 129 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 GMO ETF TRUST 199.0 $7K NEW $37.48
2562 NTNX NUTANIX INC Technology 145.0 $7K -89.0 -38.0% $50.96 +30.4%
2563 XSW SPDR SERIES TRUST 43.0 $7K $171.81 +16.7%
2564 FREL FIDELITY COVINGTON TRUST 252.0 $7K -38.0 -13.1% $29.30 +2.8%
2565 TAL TAL ED GROUP Consumer Defensive 768.0 $7K +712.0 +1271.4% $9.57 +21.1%
2566 CRSP CRISPR THERAPEUTICS AG Healthcare 134.0 $7K +86.0 +179.2% $54.54 +11.7%
2567 BUFS FIRST TR EXCHNG TRADED FD VI 291.0 $7K NEW $25.09 +1.2%
2568 GJUN FIRST TR EXCHNG TRADED FD VI 177.0 $7K NEW $41.19 +1.6%
2569 MCY MERCURY GENL CORP NEW Financial Services 68.0 $7K +41.0 +151.8% $106.62 -2.0%
2570 RSPN INVESCO EXCHANGE TRADED FD T 113.0 $7K $63.99 -2.2%
2571 DSP VIANT TECHNOLOGY INC Technology 570.0 $7K $12.66 -2.8%
2572 TDVG T ROWE PRICE EXCHANGE-TRADED 147.0 $7K $49.03 +2.5%
2573 BUFZ FIRST TR EXCHNG TRADED FD VI 258.0 $7K NEW $27.93 +1.8%
2574 BSM BLACK STONE MINERALS L P Energy 515.0 $7K -45.0 -8.0% $13.97 +6.6%
2575 BROS DUTCH BROS INC Consumer Cyclical 100.0 $7K +1.0 +1.0% $71.81 -28.9%
2576 DIVO AMPLIFY ETF TR 156.0 $7K $45.70 +6.8%
2577 NU NU HLDGS LTD Financial Services 530.0 $7K -8K -93.8% $13.36 +13.3%
2578 AVA AVISTA CORP Utilities 173.0 $7K +82.0 +90.1% $40.91 -7.7%
2579 HSAI HESAI GROUP Consumer Cyclical 388.0 $7K +380.0 +4750.0% $18.22 +0.4%
2580 MHK MOHAWK INDS INC Consumer Cyclical 58.0 $7K +16.0 +38.1% $121.79 +9.8%
Page 129 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%