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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 152 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 BBLU EA SERIES TRUST 100.0 $2K $16.50 +5.2%
3022 FGM FIRST TR EXCH TRD ALPHDX FD 26.0 $2K $63.46 +0.1%
3023 PPH VANECK ETF TRUST 15.0 $2K $109.33 +6.7%
3024 QQQJ INVESCO EXCH TRADED FD TR II 36.0 $2K NEW $45.44 +1.2%
3025 MNKD MANNKIND CORP Healthcare 381.0 $2K -151.0 -28.4% $4.26 -2.6%
3026 ROMO STRATEGY SHS 48.0 $2K $33.75 +3.1%
3027 HIGHLAND OPPS & INCOME FD 226.0 $2K -1K -84.9% $7.13
3028 UAA UNDER ARMOUR INC Consumer Cyclical 251.0 $2K NEW $6.39 -15.7%
3029 EDGU ADVISORS INNER CIRCLE FD II 50.0 $2K NEW $32.00 +0.1%
3030 BCX BLACKROCK RES & COMMODITIES Financial Services 141.0 $2K -292.0 -67.4% $11.31 +16.8%
3031 EVV EATON VANCE LIMITED DURATION Financial Services 170.0 $2K -980.0 -85.2% $9.37 -3.5%
3032 PFEB INNOVATOR ETFS TRUST 37.0 $2K $43.05 +1.8%
3033 GDEC FIRST TR EXCHNG TRADED FD VI 40.0 $2K $39.80 +1.9%
3034 IRIDIUM COMMUNICATIONS INC 29.0 $2K NEW $54.86
3035 MYE MYERS INDS INC Consumer Cyclical 45.0 $2K NEW $35.31 -5.0%
3036 UNF UNIFIRST CORP MASS Industrials 6.0 $2K -4.0 -40.0% $264.50 +9.7%
3037 IAG IAMGOLD CORP Basic Materials 100.0 $2K +15.0 +17.6% $15.84 +33.5%
3038 PDM PIEDMONT REALTY TRUST INC Real Estate 173.0 $2K +6.0 +3.6% $9.15 +5.5%
3039 FIBK FIRST INTST BANCSYSTEM INC Financial Services 41.0 $2K -59.0 -59.0% $38.56 -2.8%
3040 FMAT FIDELITY COVINGTON TRUST 27.0 $2K NEW $58.52 +4.7%
Page 152 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%