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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 147 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 AKR ACADIA RLTY TR Real Estate 114.0 $2K +9.0 +8.6% $20.91 +0.7%
2922 RELY REMITLY GLOBAL INC Technology 105.0 $2K -150.0 -58.8% $22.41 +19.0%
2923 ANGLOGOLD ASHANTI PLC 29.0 $2K -983.0 -97.1% $80.90
2924 SIGI SELECTIVE INS GROUP INC Financial Services 24.0 $2K +12.0 +100.0% $97.00 -5.7%
2925 TKC TURKCELL ILETISIM Communication Services 395.0 $2K +221.0 +127.0% $5.88 -7.2%
2926 CVBF CVB FINL CORP Financial Services 103.0 $2K -24.0 -18.9% $22.55 +0.1%
2927 GFL GFL ENVIRONMENTAL INC Industrials 63.0 $2K -4.0 -6.0% $36.79 +11.6%
2928 HYGW ISHARES TR 79.0 $2K -304K -100.0% $29.10 -0.6%
2929 TECB ISHARES TR 32.0 $2K NEW $71.75 +4.4%
2930 JBBB JANUS DETROIT STR TR 48.0 $2K NEW $47.35 +0.4%
2931 DJP BARCLAYS BANK PLC Financial Services 52.0 $2K -8.0 -13.3% $43.71 +15.8%
2932 NVAX NOVAVAX INC Healthcare 241.0 $2K $9.42 -5.1%
2933 XMLV INVESCO EXCH TRADED FD TR II 34.0 $2K -13.0 -27.7% $66.32 +2.1%
2934 PPTA PERPETUA RESOURCES CORP Basic Materials 108.0 $2K +100.0 +1250.0% $20.76 +23.8%
2935 COPX GLOBAL X FDS 29.0 $2K +7.0 +31.8% $76.97 +22.9%
2936 DGICA DONEGAL GROUP INC Financial Services 118.0 $2K -118.0 -50.0% $18.86 -1.0%
2937 OSPN ONESPAN INC Technology 154.0 $2K $14.35 +9.6%
2938 BRBR BELLRING BRANDS INC Consumer Defensive 169.0 $2K -3K -94.8% $12.94 -21.3%
2939 ESTC ELASTIC N V Technology 38.0 $2K -158.0 -80.6% $57.05 +50.6%
2940 BDC BELDEN INC Technology 18.0 $2K +2.0 +12.5% $119.89 +2.1%
Page 147 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%