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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 151 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 RALLIANT CORP 24.0 $2K -27.0 -52.9% $73.62
3002 AVO MISSION PRODUCE INC Consumer Defensive 149.0 $2K $11.79 +12.7%
3003 SMOG VANECK ETF TRUST 12.0 $2K +10.0 +500.0% $146.08 -4.3%
3004 SHBI SHORE BANCSHARES INC Financial Services 76.0 $2K NEW $22.95 +1.7%
3005 BANC BANC OF CALIFORNIA INC Financial Services 85.0 $2K +41.0 +93.2% $20.44 -8.8%
3006 VIRTUS CONVERTIBLE & INC FD 109.0 $2K $15.90
3007 UNOV INNOVATOR ETFS TRUST 43.0 $2K NEW $40.16 +2.0%
3008 BMOP BNY MELLON ETF TRUST II 68.0 $2K NEW $25.21 -2.1%
3009 PJUL INNOVATOR ETFS TRUST 35.0 $2K $48.80 +1.6%
3010 BKU BANKUNITED INC Financial Services 35.0 $2K $48.46 -4.4%
3011 TBBK BANCORP INC DEL Financial Services 27.0 $2K $62.63 +7.3%
3012 CLOZ SERIES PORTFOLIOS TR 64.0 $2K -236.0 -78.7% $26.42 -0.6%
3013 SHC SOTERA HEALTH CO Healthcare 95.0 $2K +4.0 +4.4% $17.75 +10.3%
3014 ADTRAN HOLDINGS INC 121.0 $2K +87.0 +255.9% $13.90
3015 NZF NUVEEN MUN CR INCOME FD Financial Services 132.0 $2K -2K -93.2% $12.68 -3.6%
3016 ORLA ORLA MNG LTD NEW Basic Materials 171.0 $2K NEW $9.79 -3.6%
3017 HP HELMERICH & PAYNE INC Energy 51.0 $2K +18.0 +54.5% $32.75 +33.0%
3018 PACS PACS GROUP INC Financial Services 39.0 $2K +10.0 +34.5% $42.64 +3.8%
3019 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 38.0 $2K NEW $43.76 -4.9%
3020 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 28.0 $2K -65.0 -69.9% $59.36 -8.6%
Page 151 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%