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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 154 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 MADISON SQUARE GARDEN ENTMT 18.0 $1K $80.89
3062 NUMG NUSHARES ETF TR 31.0 $1K -103.0 -76.9% $46.97 +3.2%
3063 EMCS DBX ETF TR 31.0 $1K -10.0 -24.4% $46.90 -2.4%
3064 VNT VONTIER CORPORATION Technology 50.0 $1K -355.0 -87.7% $29.00 +13.7%
3065 SMTH ALPS ETF TR 56.0 $1K -248.0 -81.6% $25.73 -1.8%
3066 ADVISORS INNER CIRCLE FD II 40.0 $1K $35.92
3067 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 55.0 $1K NEW $26.00 +8.7%
3068 DIOD DIODES INC Technology 13.0 $1K +4.0 +44.4% $109.46 -14.1%
3069 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 300.0 $1K NEW $4.74 +13.1%
3070 BOC BOSTON OMAHA CORP Communication Services 103.0 $1K NEW $13.64 +3.6%
3071 CIG CIA ENERGETICA DE MINAS GERA Utilities 669.0 $1K +283.0 +73.3% $2.10 -8.6%
3072 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 27.0 $1K -29K -99.9% $52.00 +2.9%
3073 TMSL T ROWE PRICE EXCHANGE-TRADED 32.0 $1K NEW $43.84 -0.6%
3074 SEI EXCHANGE TRADED FUNDS 35.0 $1K NEW $40.09
3075 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 177.0 $1K NEW $7.92 +9.8%
3076 EMBOTELLADORA ANDINA S A 48.0 $1K -48.0 -50.0% $29.17
3077 KASPI KZ JSC 16.0 $1K NEW $86.62
3078 DCOM DIME COML BANCSHARES INC Financial Services 34.0 $1K $40.65 -0.5%
3079 CBL CBL & ASSOC PPTYS INC Real Estate 26.0 $1K NEW $53.08 +4.3%
3080 LAUR LAUREATE ED INC Consumer Defensive 38.0 $1K NEW $36.32 +3.2%
Page 154 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%