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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 155 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 TRIPLE FLAG PRECIOUS METAL 46.0 $1K $29.98
3082 ENPH ENPHASE ENERGY INC Energy 28.0 $1K -9.0 -24.3% $49.25 -21.6%
3083 SID COMPANHIA SIDERURGICA NACION Basic Materials 1,501.0 $1K -722.0 -32.5% $0.91 +6.8%
3084 SYFI AB ACTIVE ETFS INC 38.0 $1K NEW $35.71 -0.1%
3085 DQ DAQO NEW ENERGY CORP Technology 101.0 $1K NEW $13.39 +1.4%
3086 SEI EXCHANGE TRADED FUNDS 40.0 $1K NEW $33.55
3087 SSL SASOL LTD Basic Materials 136.0 $1K +35.0 +34.6% $9.82 +27.1%
3088 WRBY WARBY PARKER INC Healthcare 44.0 $1K $30.34 -9.6%
3089 LVLU LULUS FASHION LOUNGE HOLDING Consumer Cyclical 161.0 $1K $8.25 +70.0%
3090 MLPA GLOBAL X FDS 25.0 $1K $53.08 +6.2%
3091 KMLM KRANESHARES TRUST 48.0 $1K NEW $27.52 +6.6%
3092 AVNM AMERICAN CENTY ETF TR 16.0 $1K $82.38 +3.9%
3093 SCYB SCHWAB STRATEGIC TR 50.0 $1K -423.0 -89.4% $26.18 -0.6%
3094 HCC WARRIOR MET COAL INC Energy 16.0 $1K -26.0 -61.9% $81.19 +31.5%
3095 TVAL T ROWE PRICE EXCHANGE-TRADED 31.0 $1K NEW $41.68 +3.4%
3096 WRD WERIDE INC Technology 222.0 $1K +187.0 +534.3% $5.82 +10.8%
3097 ARL AMERICAN RLTY INVS INC Real Estate 58.0 $1K $22.28 -31.7%
3098 OUSM ALPS ETF TR 27.0 $1K -36.0 -57.1% $47.52 +5.1%
3099 ACT ENACT HLDGS INC Financial Services 28.0 $1K +13.0 +86.7% $45.71 +7.6%
3100 CXT CRANE NXT CO Industrials 25.0 $1K -20.0 -44.4% $51.16 -1.9%
Page 155 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%