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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 139 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 PEY INVESCO EXCHANGE TRADED FD T 172.0 $4K $23.18 +8.6%
2762 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 131.0 $4K -138.0 -51.3% $30.13 -1.2%
2763 EXPO EXPONENT INC Industrials 67.0 $4K -29.0 -30.2% $58.76 +19.5%
2764 UYG PROSHARES TR 46.0 $4K NEW $85.57 +13.6%
2765 MORGAN STANLEY ETF TRUST 78.0 $4K NEW $49.99
2766 ISHARES TR 100.0 $4K NEW $38.83
2767 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 76.0 $4K -8.0 -9.5% $51.05 +31.3%
2768 SSRM SSR MINING IN Basic Materials 137.0 $4K $28.28 +33.6%
2769 VC VISTEON CORP Consumer Cyclical 39.0 $4K -852.0 -95.6% $99.21 +6.8%
2770 MVV PROSHARES TR 42.0 $4K -28.0 -40.0% $92.07 -2.0%
2771 LEU CENTRUS ENERGY CORP Energy 23.0 $4K +18.0 +360.0% $167.87 +11.0%
2772 CC CHEMOURS CO Basic Materials 188.0 $4K +133.0 +241.8% $20.52 -22.2%
2773 FWD AB ACTIVE ETFS INC 26.0 $4K NEW $148.12 -12.3%
2774 IEO ISHARES TR 35.0 $4K $109.83 +24.7%
2775 IIPR INNOVATIVE INDL PPTYS INC Real Estate 62.0 $4K +1.0 +1.6% $61.98 -8.5%
2776 IXP ISHARES TR 34.0 $4K $112.85 +3.2%
2777 KJAN INNOVATOR ETFS TRUST 84.0 $4K $45.63 +1.6%
2778 NUVL NUVALENT INC Healthcare 31.0 $4K -4.0 -11.4% $123.52 +0.4%
2779 ESQ ESQUIRE FINL HLDGS INC Financial Services 32.0 $4K +2.0 +6.7% $119.12 -3.2%
2780 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 135.0 $4K $28.19 -5.4%
Page 139 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%