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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 150 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 GNK GENCO SHIPPING & TRADING LTD Industrials 76.0 $2K $24.78 +7.0%
2982 NVGS NAVIGATOR HLDGS LTD Energy 101.0 $2K $18.63 +18.9%
2983 EXTR EXTREME NETWORKS INC Technology 58.0 $2K $32.36 -28.9%
2984 NTCT NETSCOUT SYS INC Technology 43.0 $2K NEW $43.56 -11.6%
2985 UA UNDER ARMOUR INC 301.0 $2K NEW $6.22
2986 PKBK PARKE BANCORP INC Financial Services 56.0 $2K $33.16 +3.0%
2987 DOX AMDOCS LTD Technology 37.0 $2K -125.0 -77.2% $50.08 +22.6%
2988 IPAY AMPLIFY ETF TR 40.0 $2K $46.10 +13.4%
2989 INSTALLED BLDG PRODS INC 8.0 $2K -6.0 -42.9% $229.88
2990 INNOVATOR ETFS TRUST 57.0 $2K $32.21
2991 MRCY MERCURY SYS INC Industrials 15.0 $2K NEW $122.33 -25.3%
2992 BRIGHTSTAR LOTTERY PLC 171.0 $2K $10.72
2993 KN KNOWLES CORP Technology 44.0 $2K NEW $41.48 -19.7%
2994 SEDG SOLAREDGE TECHNOLOGIES INC Energy 31.0 $2K $58.45 -47.3%
2995 GAIN GLADSTONE INVT CORP Financial Services 117.0 $2K -505.0 -81.2% $15.46 +5.8%
2996 EGO ELDORADO GOLD CORP NEW Basic Materials 58.0 $2K $31.09 +47.1%
2997 MLR MILLER INDS INC TENN Consumer Cyclical 35.0 $2K $51.14 +11.8%
2998 BILS SPDR SERIES TRUST 18.0 $2K NEW $99.39 -0.0%
2999 AAOI APPLIED OPTOELECTRONICS INC Technology 12.0 $2K NEW $148.17 -15.8%
3000 HIMS HIMS & HERS HEALTH INC Healthcare 51.0 $2K -75.0 -59.5% $34.67 -2.6%
Page 150 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%