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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 19 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ZTS ZOETIS INC Healthcare 282,029.0 $20.3M 0.04% +262K +1319.9% $71.86 +8.2%
362 AOR ISHARES TR 289,947.0 $20.2M 0.04% +9K +3.3% $69.50 +0.5%
363 AMT AMERICAN TOWER CORP Real Estate 122,139.0 $20.0M 0.03% +33K +37.5% $163.57 +7.5%
364 FERG FERGUSON ENTERPRISES INC Industrials 84,132.0 $20.0M 0.03% +54K +175.3% $237.33 +2.1%
365 AXP AMERICAN EXPRESS CO Financial Services 58,190.0 $19.7M 0.03% -23K -28.6% $338.25 -0.7%
366 NOW SERVICENOW INC Technology 196,735.0 $19.5M 0.03% -68K -25.6% $99.28 +29.4%
367 TDIV FIRST TR EXCHANGE TRADED FD 169,915.0 $19.5M 0.03% $114.88 -0.2%
368 SYK STRYKER CORPORATION Healthcare 61,637.0 $19.4M 0.03% +58K +1438.6% $314.84 +4.6%
369 GWX SPDR INDEX SHS FDS 442,806.0 $19.4M 0.03% -17K -3.7% $43.76 +5.6%
370 GLD SPDR GOLD TR Financial Services 52,455.0 $19.3M 0.03% +9K +20.8% $368.38 +14.9%
371 WMG WARNER MUSIC GROUP CORP Communication Services 711,757.0 $19.3M 0.03% +315K +79.4% $27.07 +0.2%
372 SPYV SPDR SERIES TRUST 315,142.0 $19.2M 0.03% -33K -9.5% $60.79 +4.5%
373 PEP PEPSICO INC Consumer Defensive 140,615.0 $19.0M 0.03% -7K -5.0% $135.40 +6.0%
374 FLSP FRANKLIN TEMPLETON ETF TR 679,594.0 $18.8M 0.03% +678K +10000.0% $27.69 +2.1%
375 AFLG FIRST TR EXCHNG TRADED FD VI 432,914.0 $18.8M 0.03% +125K +40.8% $43.42 +3.2%
376 NEE NEXTERA ENERGY INC Utilities 213,170.0 $18.7M 0.03% -4K -1.9% $87.77 -4.7%
377 DFTX DEFINIUM THERAPEUTICS INC Healthcare 396,542.0 $18.7M 0.03% NEW $47.04 -4.5%
378 CI THE CIGNA GROUP Healthcare 65,779.0 $18.1M 0.03% +6K +10.2% $275.68 +0.7%
379 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 54,203.0 $17.9M 0.03% $330.46 -1.2%
380 MANAGED PORTFOLIO SER 725,203.0 $17.9M 0.03% +46K +6.8% $24.64
Page 19 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%