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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 167 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 SRAD SPORTRADAR GROUP AG Technology 27.0 $404.0 -27.0 -50.0% $14.96 -13.1%
3322 MEAR ISHARES U S ETF TR 8.0 $403.0 $50.38 -0.3%
3323 PFS PROVIDENT FINL SVCS INC Financial Services 17.0 $402.0 $23.65 +0.3%
3324 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5.0 $400.0 $80.00 -10.1%
3325 BANR BANNER CORP Financial Services 6.0 $399.0 $66.50 +7.0%
3326 NAN NUVEEN NY DIVI ADV Financial Services 34.0 $399.0 NEW $11.74 -6.1%
3327 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 13.0 $398.0 $30.62 +27.0%
3328 ECH ISHARES INC 10.0 $397.0 NEW $39.70 +4.4%
3329 NWBI NORTHWEST BANCSHARES INC Financial Services 26.0 $394.0 $15.15 +1.8%
3330 LBRT LIBERTY ENERGY INC Energy 15.0 $393.0 $26.20 -26.1%
3331 MSEX MIDDLESEX WTR CO Utilities 7.0 $393.0 $56.14 +3.8%
3332 PURSUIT ATTRACTIONS AND HOSP 7.0 $392.0 -292.0 -97.7% $56.00
3333 MILN GLOBAL X FDS 9.0 $390.0 +2.0 +28.6% $43.33 +7.6%
3334 FCLD FIDELITY COVINGTON TRUST 10.0 $388.0 NEW $38.80 +12.4%
3335 TWN TAIWAN FD INC Financial Services 4.0 $385.0 $96.25 +1.4%
3336 ENFR ALPS ETF TR 10.0 $381.0 NEW $38.10 +3.4%
3337 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 22.0 $381.0 NEW $17.32 +3.4%
3338 BKE BUCKLE INC Consumer Cyclical 9.0 $380.0 +3.0 +50.0% $42.22 +3.8%
3339 ASIX ADVANSIX INC Basic Materials 19.0 $378.0 -184.0 -90.6% $19.89 -13.6%
3340 RLTY COHEN & STEERS REAL ESTATE O Financial Services 24.0 $378.0 $15.75 -1.1%
Page 167 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%