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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 138 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 SLM SLM CORP Financial Services 165.0 $4K -43.0 -20.7% $25.94 +2.0%
2742 VIST VISTA ENERGY S.A.B. DE C.V. Energy 67.0 $4K +33.0 +97.1% $63.81 +9.0%
2743 USCI UNITED STS COMMODITY INDEX F Financial Services 46.0 $4K NEW $92.63 +14.5%
2744 CAPL CROSSAMERICA PARTNERS LP Energy 190.0 $4K NEW $22.42 +6.3%
2745 SEG SEAPORT ENTMT GROUP INC Real Estate 160.0 $4K NEW $26.60 +1.0%
2746 PSKY PARAMOUNT SKYDANCE CORP Communication Services 429.0 $4K -319.0 -42.6% $9.86 +5.0%
2747 ACI ALBERTSONS COMPANIES INC Consumer Defensive 311.0 $4K NEW $13.53 -8.5%
2748 KFY KORN FERRY Industrials 63.0 $4K -51.0 -44.7% $66.59 +27.7%
2749 THW ABRDN WORLD HEALTHCARE FUND Financial Services 313.0 $4K -202.0 -39.2% $13.40 +6.2%
2750 INTERNATIONAL BANCSHARES COR 55.0 $4K +44.0 +400.0% $75.95
2751 NWN NORTHWEST NAT HLDG CO Utilities 85.0 $4K +10.0 +13.3% $49.06 +0.7%
2752 EDGF ADVISORS INNER CIRCLE FD II 169.0 $4K -62.0 -26.8% $24.64 +0.1%
2753 DAC DANAOS CORPORATION Industrials 34.0 $4K -8.0 -19.1% $122.38 +22.4%
2754 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 120.0 $4K +98.0 +445.4% $34.53 +22.4%
2755 PL PLANET LABS PBC Industrials 125.0 $4K -137.0 -52.3% $33.13 -32.7%
2756 DPST DIREXION SHARES ETF TRUST 29.0 $4K NEW $141.41 -2.8%
2757 MARA MARA HOLDINGS INC Financial Services 293.0 $4K +260.0 +787.9% $13.89 -18.9%
2758 ENVIRI CORP 184.0 $4K NEW $21.95
2759 BKIE BNY MELLON ETF TRUST 40.0 $4K NEW $33.53 +4.0%
2760 ITGR INTEGER HLDGS CORP Healthcare 43.0 $4K $93.44 +34.0%
Page 138 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%