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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 169 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 TAFI AB ACTIVE ETFS INC 13.0 $328.0 NEW $25.23 -0.6%
3362 LXP INDUSTRIAL TRUST 6.0 $323.0 $53.83
3363 XNCR XENCOR INC Healthcare 20.0 $322.0 $16.10 +72.7%
3364 SMMV ISHARES TR 7.0 $322.0 $46.00 +3.7%
3365 KINIKSA PHARMACEUTICALS INTL 5.0 $320.0 $64.00
3366 LGIH LGI HOMES INC Consumer Cyclical 5.0 $318.0 NEW $63.60 -8.6%
3367 SNPG DBX ETF TR 5.0 $309.0 $61.80 -3.0%
3368 LADR LADDER CAP CORP Real Estate 31.0 $308.0 -5K -99.4% $9.94 -0.2%
3369 NGL NGL ENERGY PARTNERS LP Energy 19.0 $303.0 NEW $15.95 +5.4%
3370 LOANDEPOT INC 242.0 $303.0 NEW $1.25
3371 CIA ENERGETICA DE MINAS GERA 99.0 $302.0 -139.0 -58.4% $3.05
3372 SEI EXCHANGE TRADED FUNDS 12.0 $302.0 NEW $25.17
3373 BHE BENCHMARK ELECTRS INC Technology 3.0 $296.0 $98.67 -26.4%
3374 FG F&G ANNUITIES & LIFE INC Financial Services 11.0 $292.0 -6K -99.8% $26.55 -15.0%
3375 IDT IDT CORP Communication Services 5.0 $291.0 $58.20 +16.7%
3376 KRP KIMBELL RTY PARTNERS LP Energy 20.0 $291.0 NEW $14.55 +5.8%
3377 TDOC TELADOC HEALTH INC Healthcare 34.0 $288.0 NEW $8.47 -24.6%
3378 SEMI COLUMBIA ETF TR I 7.0 $284.0 NEW $40.57 -6.6%
3379 FSV FIRSTSERVICE CORP NEW Real Estate 2.0 $284.0 -16.0 -88.9% $142.00 +1.8%
3380 GCT GIGACLOUD TECHNOLOGY INC Technology 9.0 $284.0 $31.56 +57.3%
Page 169 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%