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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 172 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 ANGO ANGIODYNAMICS INC Healthcare 16.0 $208.0 $13.00 +21.2%
3422 STNE STONECO LTD Technology 19.0 $206.0 -4K -99.5% $10.84 -13.7%
3423 TWST TWIST BIOSCIENCE CORP Healthcare 2.0 $206.0 -4.0 -66.7% $103.00 +41.3%
3424 SMP STANDARD MTR PRODS INC Consumer Cyclical 5.0 $195.0 $39.00 -1.0%
3425 POET POET TECHNOLOGIES INC Technology 19.0 $195.0 NEW $10.26 -19.6%
3426 PGF INVESCO EXCHANGE TRADED FD T 14.0 $192.0 $13.71 -2.1%
3427 RPAY REPAY HLDGS CORP Technology 45.0 $189.0 NEW $4.20 -4.5%
3428 TMP TOMPKINS FINL CORP Financial Services 2.0 $189.0 $94.50 +3.6%
3429 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 6.0 $188.0 $31.33 +15.9%
3430 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 8.0 $186.0 $23.25 +8.0%
3431 PRK PARK NATL CORP Financial Services 1.0 $183.0 NEW $183.00 +10.5%
3432 KIO KKR INCOME OPPORTUNITIES FD Financial Services 16.0 $180.0 -46.0 -74.2% $11.25 -2.6%
3433 MMU WESTERN ASSET MANAGED MUNS F Financial Services 17.0 $177.0 NEW $10.41 -2.2%
3434 QNST QUINSTREET INC Communication Services 12.0 $176.0 $14.67 +40.6%
3435 SENEA SENECA FOODS CORP NEW Consumer Defensive 1.0 $174.0 NEW $174.00 +11.5%
3436 LPG DORIAN LPG LTD Energy 5.0 $174.0 $34.80 +46.9%
3437 EAT BRINKER INTL INC Consumer Cyclical 1.0 $168.0 $168.00 +46.5%
3438 VENTURE GLOBAL INC 15.0 $167.0 NEW $11.13
3439 CVI CVR ENERGY INC Energy 6.0 $165.0 -6.0 -50.0% $27.50 +43.7%
3440 FPF FIRST TR INTER DURATN PFD & Financial Services 9.0 $164.0 $18.22 -3.0%
Page 172 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%