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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 165 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 ATKR ATKORE INC Industrials 7.0 $532.0 NEW $76.00 +23.2%
3282 BMNR BITMINE IMMERSION TECHS INC Financial Services 40.0 $532.0 NEW $13.30 +71.7%
3283 BLUEROCK PVT REAL ESTATE FD 40.0 $520.0 -986.0 -96.1% $13.00
3284 FOR FORESTAR GROUP INC Real Estate 16.0 $506.0 $31.62 -7.8%
3285 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 8.0 $505.0 $63.12 +8.8%
3286 MIR MIRION TECHNOLOGIES INC Industrials 28.0 $502.0 -14.0 -33.3% $17.93 -17.3%
3287 CZNC CITIZENS & NORTHN CORP Financial Services 21.0 $490.0 NEW $23.33 +10.6%
3288 JBLU JETBLUE AIRWAYS CORP Industrials 85.0 $487.0 $5.73 -14.7%
3289 LASR NLIGHT INC Technology 7.0 $487.0 NEW $69.57 -31.9%
3290 IHS IHS HOLDING LIMITED Communication Services 59.0 $486.0 $8.24 +2.0%
3291 ARLO ARLO TECHNOLOGIES INC Industrials 35.0 $472.0 $13.49 -2.9%
3292 EOI EATON VANCE ENHANCED EQUITY Financial Services 24.0 $472.0 $19.67 +1.1%
3293 HUN HUNTSMAN CORP Basic Materials 44.0 $467.0 NEW $10.61 -6.1%
3294 GLP GLOBAL PARTNERS LP Energy 10.0 $466.0 NEW $46.60 +8.1%
3295 DAN DANA INC Consumer Cyclical 17.0 $463.0 $27.24 +16.5%
3296 RITM RITHM CAPITAL CORP Real Estate 49.0 $460.0 -427.0 -89.7% $9.39 +8.5%
3297 MSB MESABI TR Financial Services 18.0 $455.0 $25.28 -9.9%
3298 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 44.0 $453.0 $10.30 -1.6%
3299 WAVE ECO WAVE POWER GLOBAL AB Utilities 50.0 $453.0 NEW $9.06 -22.7%
3300 GENC GENCOR INDS INC Industrials 30.0 $448.0 $14.93 +27.4%
Page 165 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%