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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 149 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 CRK COMSTOCK RES INC Energy 138.0 $2K $14.92 -4.7%
2962 PNQI INVESCO EXCHANGE TRADED FD T 45.0 $2K +6.0 +15.4% $45.58 +13.8%
2963 SR SPIRE INC Utilities 26.0 $2K -7.0 -21.2% $78.08 +3.6%
2964 GTX GARRETT MOTION INC Consumer Cyclical 56.0 $2K +33.0 +143.5% $36.23 -26.5%
2965 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 48.0 $2K $42.19 +4.5%
2966 AG FIRST MAJESTIC SILVER CORP Basic Materials 119.0 $2K $17.01 +24.0%
2967 MSM MSC INDL DIRECT INC Industrials 17.0 $2K +3.0 +21.4% $118.94 +0.7%
2968 FS SPECIALTY LENDING FD 180.0 $2K -222.0 -55.2% $11.15
2969 MCI BARINGS CORPORATE INVS Financial Services 114.0 $2K NEW $17.56 +4.5%
2970 BSRR SIERRA BANCORP Financial Services 49.0 $2K $40.76 -2.0%
2971 IAT ISHARES TR 32.0 $2K $62.22 +0.3%
2972 TWO HARBORS INVENTMENT CORPO 160.0 $2K +43.0 +36.8% $12.41
2973 OII OCEANEERING INTL INC Energy 49.0 $2K +15.0 +44.1% $40.51 +30.8%
2974 SEPZ ELEVATION SERIES TRUST 43.0 $2K $45.44 +1.8%
2975 ISHARES TR 96.0 $2K NEW $20.19
2976 BZH BEAZER HOMES USA INC Consumer Cyclical 69.0 $2K NEW $28.04 +18.1%
2977 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 150.0 $2K -178.0 -54.3% $12.80 -4.5%
2978 BKEM BNY MELLON ETF TRUST 20.0 $2K -168.0 -89.4% $31.77 -3.5%
2979 NAYAX LTD 29.0 $2K $65.52
2980 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 50.0 $2K +15.0 +42.9% $37.98 +0.3%
Page 149 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%