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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 170 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 EWA ISHARES INC 10.0 $282.0 $28.20 +6.9%
3382 SMBK SMARTFINANCIAL INC Financial Services 6.0 $282.0 $47.00 +8.6%
3383 BBAI BIGBEAR AI HLDGS INC Technology 75.0 $275.0 -75.0 -50.0% $3.67 -12.2%
3384 HNDL STRATEGY SHS 12.0 $274.0 -116.0 -90.6% $22.83 -1.2%
3385 AXIA ENERGIA SA 26.0 $274.0 -130.0 -83.3% $10.54
3386 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 19.0 $269.0 -68.0 -78.2% $14.16 +17.0%
3387 CUSHMAN AND WAKEFIELD LTD 20.0 $268.0 -23.0 -53.5% $13.40
3388 ZUMZ ZUMIEZ INC Consumer Cyclical 15.0 $267.0 $17.80 +2.6%
3389 REMX VANECK ETF TRUST 3.0 $266.0 -57.0 -95.0% $88.67 -8.9%
3390 PID INVESCO EXCHANGE TRADED FD T 12.0 $266.0 $22.17 +4.3%
3391 MUA BLACKROCK MUNIASSETS FD INC Financial Services 24.0 $264.0 NEW $11.00 -8.7%
3392 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 26.0 $264.0 NEW $10.15 -4.6%
3393 ISRA VANECK ETF TRUST 4.0 $259.0 $64.75 +2.8%
3394 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 71.0 $258.0 NEW $3.63 -16.6%
3395 EFAD PROSHARES TR 6.0 $257.0 $42.83 +5.4%
3396 BROOKFIELD WEALTH SOL LTD 6.0 $256.0 NEW $42.67
3397 CAPITAL CLEAN ENERGY CARRIER 12.0 $256.0 $21.33
3398 FTF FRANKLIN LTD DURATION INCOME Financial Services 44.0 $255.0 $5.80 -0.2%
3399 RHI ROBERT HALF INC. Industrials 8.0 $253.0 -279.0 -97.2% $31.62 +41.5%
3400 USTB VICTORY PORTFOLIOS II 5.0 $253.0 $50.60 -0.3%
Page 170 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%