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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 168 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 NOVZ ELEVATION SERIES TRUST 8.0 $376.0 $47.00 +1.7%
3342 MCS MARCUS CORP DEL Communication Services 16.0 $375.0 $23.44 +26.2%
3343 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 12.0 $374.0 $31.17 +3.9%
3344 JPME J P MORGAN EXCHANGE TRADED F 3.0 $373.0 -18.0 -85.7% $124.33 +2.9%
3345 SPD SIMPLIFY EXCHANGE TRADED FUN 9.0 $373.0 $41.44 +2.1%
3346 CDLR CADELER A S Industrials 17.0 $372.0 NEW $21.88 +9.3%
3347 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 21.0 $369.0 $17.57 +15.2%
3348 FPH FIVE POINT HOLDINGS LLC Real Estate 70.0 $369.0 $5.27 -2.5%
3349 VREX VAREX IMAGING CORP Healthcare 35.0 $365.0 NEW $10.43 +77.5%
3350 SII SPROTT INC Financial Services 3.0 $362.0 $120.67 +9.7%
3351 WHD CACTUS INC Energy 7.0 $359.0 -19.0 -73.1% $51.29 +35.4%
3352 GRND GRINDR INC Technology 25.0 $359.0 -21.0 -45.6% $14.36 +8.1%
3353 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 8.0 $355.0 $44.38 +10.9%
3354 PDFS PDF SOLUTIONS INC Technology 5.0 $354.0 $70.80 -35.5%
3355 MGNI MAGNITE INC Communication Services 18.0 $342.0 $19.00 +23.7%
3356 PSEC PROSPECT CAP CORP Financial Services 147.0 $340.0 NEW $2.31 +0.7%
3357 RAMP LIVERAMP HLDGS INC Technology 9.0 $339.0 $37.67 -0.2%
3358 ATLANTA BRAVES HLDGS INC 6.0 $338.0 $56.33
3359 PRAXIS PRECISION MEDICINES I 1.0 $335.0 NEW $335.00
3360 AMR ALPHA METALLURGICAL RESOUR I Energy 2.0 $330.0 $165.00 +27.3%
Page 168 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%