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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 14 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HYLB DBX ETF TR 885,297.0 $32.3M 0.06% $36.52 -0.5%
262 HGER HARBOR ETF TRUST 1,100,618.0 $32.3M 0.06% +236K +27.4% $29.34 +19.9%
263 ETN EATON CORP PLC Industrials 75,527.0 $32.2M 0.06% +27K +57.2% $426.12 -1.6%
264 COF CAPITAL ONE FINL CORP Financial Services 160,192.0 $32.1M 0.06% +41K +34.8% $200.62 +8.6%
265 CVX CHEVRON CORPORATION Energy 193,532.0 $32.1M 0.06% +26K +15.3% $165.76 +23.8%
266 LMBS FIRST TR EXCHANGE-TRADED FD 643,298.0 $32.0M 0.06% +33K +5.4% $49.78 -0.5%
267 CRWD CROWDSTRIKE HLDGS INC Technology 41,938.0 $32.0M 0.06% +35K +523.5% $190.78 +0.6%
268 GIS GENERAL MILLS INC Consumer Defensive 918,794.0 $32.0M 0.06% +115K +14.2% $34.80 +14.9%
269 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,120,975.0 $31.5M 0.05% -78K -6.5% $28.11 +14.7%
270 JFLX J P MORGAN EXCHANGE TRADED F 619,515.0 $31.2M 0.05% -20K -3.1% $50.40 -1.1%
271 TFI SPDR SERIES TRUST 680,591.0 $31.2M 0.05% $45.80 -2.0%
272 TS TENARIS S A Energy 560,853.0 $31.1M 0.05% +57K +11.3% $55.49 -5.1%
273 ABBV ABBVIE INC Healthcare 123,655.0 $31.1M 0.05% +16K +14.4% $251.64 +5.3%
274 SPMD SPDR SERIES TRUST 457,527.0 $30.9M 0.05% +31K +7.3% $67.56 -0.4%
275 VYMI VANGUARD WHITEHALL FDS 312,298.0 $30.7M 0.05% -93K -22.9% $98.20 +7.2%
276 PANW PALO ALTO NETWORKS INC Technology 89,521.0 $30.5M 0.05% +643.0 +0.7% $341.02 +4.9%
277 MCK MCKESSON CORP Healthcare 40,291.0 $30.4M 0.05% +4K +11.4% $755.60 +13.7%
278 VRTX VERTEX PHARMACEUTICALS INC Healthcare 61,055.0 $30.3M 0.05% -29K -32.5% $496.73 +10.3%
279 RYANAIR HOLDINGS PLC 466,733.0 $30.2M 0.05% +111K +31.2% $64.75
280 CB CHUBB LIMITED Financial Services 88,120.0 $30.0M 0.05% -8K -8.3% $340.74 +0.1%
Page 14 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%