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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 142 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 ARKX ARK ETF TR 100.0 $3K +95.0 +1900.0% $34.12 -2.5%
2822 GIII G III APPAREL GROUP LTD Consumer Cyclical 101.0 $3K +19.0 +23.2% $33.71 +0.2%
2823 KXI ISHARES TR 50.0 $3K NEW $67.54 +2.3%
2824 OUSTER INC 54.0 $3K -14.0 -20.6% $62.52
2825 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 131.0 $3K NEW $25.77 -1.7%
2826 IOCT INNOVATOR ETFS TRUST 91.0 $3K $36.99 +2.8%
2827 FULT FULTON FINL CORP PA Financial Services 139.0 $3K -30.0 -17.8% $24.19 -2.3%
2828 HRB BLOCK H & R INC Consumer Cyclical 88.0 $3K -257.0 -74.5% $38.10 +40.9%
2829 BZ KANZHUN LIMITED Industrials 260.0 $3K -15K -98.3% $12.87 +23.9%
2830 APMU TRUST FOR PROFESSIONAL MANAG 132.0 $3K NEW $25.05 -1.1%
2831 AMER SPORTS INC 98.0 $3K +1.0 +1.0% $33.73
2832 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 189.0 $3K -10K -98.2% $17.41 +14.7%
2833 UNFI UNITED NAT FOODS INC Consumer Defensive 72.0 $3K $45.67 +5.2%
2834 ORA ORMAT TECHNOLOGIES INC Utilities 30.0 $3K +10.0 +50.0% $108.90 -0.5%
2835 ALV AUTOLIV INC Consumer Cyclical 28.0 $3K -40.0 -58.8% $116.18 +7.9%
2836 CAR AVIS BUDGET GROUP INC Industrials 22.0 $3K -3.0 -12.0% $147.82 -0.8%
2837 GJAN FIRST TR EXCHNG TRADED FD VI 72.0 $3K $45.03 +1.7%
2838 YEXT YEXT INC Technology 692.0 $3K $4.67 +36.0%
2839 FCPI FIDELITY COVINGTON TRUST 59.0 $3K -133.0 -69.3% $54.63 +4.8%
2840 REZ ISHARES TR 34.0 $3K -8.0 -19.1% $94.68 +1.5%
Page 142 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%