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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 164 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 HAE HAEMONETICS CORP MASS Healthcare 8.0 $600.0 +3.0 +60.0% $75.00 +45.1%
3262 ENERFLEX LTD 24.0 $588.0 $24.50
3263 NPCT NUVEEN CORE PLUS IMPACT FUND Financial Services 58.0 $588.0 $10.14 -4.5%
3264 BCAL CALIFORNIA BANCORP Financial Services 28.0 $584.0 $20.86 +2.4%
3265 ONL ORION PROPERTIES INC Real Estate 200.0 $578.0 NEW $2.89 -1.7%
3266 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 34.0 $576.0 -120.0 -77.9% $16.94 -15.8%
3267 FLJJ AIM ETF PRODUCTS TRUST 17.0 $575.0 $33.82 +1.5%
3268 DUOL DUOLINGO INC Technology 5.0 $575.0 -14.0 -73.7% $115.00 +27.1%
3269 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 19.0 $565.0 $29.74 +17.7%
3270 NXE NEXGEN ENERGY LTD Energy 60.0 $563.0 $9.38 +15.7%
3271 SCHQ SCHWAB STRATEGIC TR 18.0 $563.0 $31.28 -4.3%
3272 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 121.0 $559.0 NEW $4.62 -23.6%
3273 PRG PROG HOLDINGS INC Industrials 12.0 $559.0 $46.58 -16.8%
3274 EIM EATON VANCE MUN BD FD Financial Services 56.0 $559.0 -42.0 -42.9% $9.98 -4.0%
3275 NTLA INTELLIA THERAPEUTICS INC Healthcare 33.0 $558.0 $16.91 -24.1%
3276 INVX INNOVEX INTERNATIONAL INC Energy 22.0 $546.0 +8.0 +57.1% $24.82 +18.1%
3277 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 48.0 $541.0 -2K -97.5% $11.27 +10.2%
3278 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 88.0 $539.0 $6.12 -5.3%
3279 VFC V F CORP Consumer Cyclical 32.0 $534.0 $16.69 -13.9%
3280 PEJ INVESCO EXCHANGE TRADED FD T 8.0 $533.0 NEW $66.62 +2.0%
Page 164 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%