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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 2 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 6,908,843.0 $552.5M 0.95% -97K -1.4% $79.97 -0.5%
22 BND VANGUARD BD INDEX FDS 7,251,116.0 $532.3M 0.92% +2.6M +56.4% $73.41 -1.5%
23 USIG ISHARES TR 10,298,259.0 $528.2M 0.91% +634K +6.6% $51.29 -2.0%
24 SPTM SPDR SERIES TRUST 5,507,994.0 $500.1M 0.86% +2.8M +100.4% $90.79 +1.9%
25 VTI VANGUARD INDEX FDS 1,301,970.0 $481.8M 0.83% +282K +27.6% $370.04 +1.8%
26 AMZN AMAZON COM INC Consumer Cyclical 1,992,239.0 $474.8M 0.82% +173K +9.5% $238.34 +9.1%
27 IEI ISHARES TR 3,939,898.0 $462.7M 0.80% +888K +29.1% $117.45 -0.8%
28 VTV VANGUARD INDEX FDS 1,993,299.0 $434.4M 0.75% +553K +38.4% $217.93 +3.3%
29 BIL SPDR SERIES TRUST 4,600,259.0 $421.6M 0.72% +3.1M +215.0% $91.64 -0.1%
30 IGIB ISHARES TR 7,886,379.0 $419.3M 0.72% +492K +6.7% $53.17 -1.8%
31 VMBS VANGUARD SCOTTSDALE FDS 8,804,599.0 $412.1M 0.71% $46.81 -1.2%
32 VEA VANGUARD TAX-MANAGED FDS 5,747,711.0 $409.5M 0.70% +480K +9.1% $71.25 +2.2%
33 MU MICRON TECHNOLOGY INC Technology 347,209.0 $400.8M 0.69% +270K +351.9% $1154.29 -15.6%
34 MTUM ISHARES TR 1,140,605.0 $391.0M 0.67% -362K -24.1% $342.83 -11.0%
35 SHY ISHARES TR 4,577,908.0 $375.9M 0.65% +2.4M +110.7% $82.11 -0.1%
36 BNDX VANGUARD CHARLOTTE FDS 7,501,131.0 $363.3M 0.62% +1.3M +20.7% $48.43 -1.6%
37 MUB ISHARES TR 3,352,646.0 $360.8M 0.62% +285K +9.3% $107.62 -2.0%
38 KLAC KLA CORP Technology 1,157,055.0 $349.1M 0.60% +1.0M +887.2% $301.71 -38.4%
39 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 624,068.0 $338.1M 0.58% -11K -1.7% $541.83 -3.8%
40 SYF SYNCHRONY FINANCIAL Financial Services 4,402,769.0 $334.8M 0.58% +101K +2.4% $76.05 +0.9%
Page 2 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 33.7%
Financial Services 13.7%
Communication Services 13.4%
Healthcare 9.4%
Consumer Cyclical 8.2%
Industrials 6.1%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.6%