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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 13 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CGMM CAPITAL GROUP EQUITY ETF TR 1,104,735.0 $36.4M 0.06% +354K +47.1% $32.97 +0.4%
242 XEMD BONDBLOXX ETF TRUST 809,097.0 $36.3M 0.06% +371K +84.5% $44.92 -1.1%
243 GS GOLDMAN SACHS GROUP INC Financial Services 35,816.0 $36.2M 0.06% +1K +3.8% $1011.37 +2.8%
244 VNQI VANGUARD INTL EQUITY INDEX F 794,529.0 $35.6M 0.06% -1.0M -56.6% $44.85 +1.9%
245 SPHY SPDR SERIES TRUST 1,514,621.0 $35.5M 0.06% +308K +25.5% $23.44 -0.6%
246 SBS COMPANHIA DE SANEAMENTO BASI Utilities 6,072,960.0 $35.1M 0.06% +5.1M +516.3% $5.78 -20.2%
247 CM CANADIAN IMPERIAL BANK OF CO Financial Services 303,379.0 $34.9M 0.06% +35K +13.2% $115.00 +1.3%
248 SONY SONY GROUP CORP Technology 1,738,714.0 $34.9M 0.06% +48K +2.9% $20.06 +19.2%
249 CGHM CAPITAL GRP FIXED INCM ETF T 1,335,444.0 $34.5M 0.06% +207K +18.3% $25.85 -1.8%
250 DVY ISHARES TR 219,483.0 $34.3M 0.06% -4K -1.6% $156.30 +5.0%
251 AON AON PLC Financial Services 102,990.0 $34.2M 0.06% +90K +673.1% $331.69 +7.1%
252 MOAT VANECK ETF TRUST 326,978.0 $34.0M 0.06% +47K +17.0% $103.96 +10.1%
253 BBIN J P MORGAN EXCHANGE TRADED F 432,921.0 $33.8M 0.06% -25K -5.5% $78.08 +4.1%
254 KO COCA COLA CO Consumer Defensive 411,865.0 $33.5M 0.06% +75K +22.4% $81.27 +12.1%
255 TMO THERMO FISHER SCIENTIFIC INC Healthcare 66,520.0 $33.4M 0.06% +29K +76.7% $501.36 +25.5%
256 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 353,347.0 $32.5M 0.06% -35K -9.1% $92.09 -3.2%
257 VTWG VANGUARD SCOTTSDALE FDS 113,045.0 $32.5M 0.06% -1K -1.1% $287.68 -1.7%
258 JMUB J P MORGAN EXCHANGE TRADED F 641,928.0 $32.5M 0.06% +13K +2.0% $50.66 -1.9%
259 ANET ARISTA NETWORKS INC Technology 191,058.0 $32.5M 0.06% -113K -37.3% $169.88 +11.0%
260 MRK MERCK & CO INC Healthcare 252,444.0 $32.4M 0.06% +78K +44.4% $128.50 +18.7%
Page 13 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%