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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 166 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 VISN VISTANCE NETWORKS INC Technology 35.0 $447.0 $12.77 -12.2%
3302 HLIO HELIOS TECHNOLOGIES INC Industrials 5.0 $446.0 NEW $89.20 -14.6%
3303 ORC ORCHID IS CAP INC Real Estate 64.0 $446.0 NEW $6.97 -3.9%
3304 MAT MATTEL INC Consumer Cyclical 32.0 $444.0 -117.0 -78.5% $13.88 +4.6%
3305 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 46.0 $440.0 $9.57 +2.4%
3306 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5.0 $436.0 -3.0 -37.5% $87.20 -13.9%
3307 GERN GERON CORP Healthcare 335.0 $429.0 $1.28 +18.7%
3308 ONEV SPDR SERIES TRUST 3.0 $429.0 -3.0 -50.0% $143.00 +5.6%
3309 WKC WORLD KINECT CORPORATION Energy 13.0 $428.0 -179.0 -93.2% $32.92 +9.2%
3310 TX TERNIUM SA Basic Materials 10.0 $427.0 NEW $42.70 +29.9%
3311 TRIP TRIPADVISOR INC Consumer Cyclical 31.0 $425.0 +23.0 +287.5% $13.71 -27.1%
3312 IDMO INVESCO EXCH TRADED FD TR II 7.0 $422.0 $60.29 +4.3%
3313 XJR ISHARES TR 8.0 $422.0 NEW $52.75 -1.5%
3314 AIM ETF PRODUCTS TRUST 13.0 $417.0 $32.08
3315 HFWA HERITAGE FINL CORP WASH Financial Services 14.0 $415.0 $29.64 -1.8%
3316 NAZ NUVEEN ARIZONA QLTY MUN INC Financial Services 33.0 $412.0 NEW $12.48 -1.1%
3317 SPYC SIMPLIFY EXCHANGE TRADED FUN 9.0 $411.0 $45.67 +2.1%
3318 JANZ ELEVATION SERIES TRUST 10.0 $410.0 $41.00 +1.7%
3319 PRLB PROTO LABS INC Industrials 5.0 $408.0 -2.0 -28.6% $81.60 -2.4%
3320 AVALO THERAPEUTICS INC 22.0 $407.0 NEW $18.50
Page 166 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%