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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 20 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TFC TRUIST FINL CORP Financial Services 358,572.0 $17.9M 0.03% +51K +16.6% $49.82 +1.2%
382 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 521,129.0 $17.7M 0.03% +179K +52.3% $34.00 +8.5%
383 PFE PFIZER INC Healthcare 732,448.0 $17.6M 0.03% -1.8M -70.9% $24.08 +16.6%
384 PFFD GLOBAL X FDS 943,083.0 $17.6M 0.03% +91K +10.6% $18.69 -1.6%
385 GILD GILEAD SCIENCES INC Healthcare 139,443.0 $17.6M 0.03% -5K -3.6% $126.34 +15.7%
386 IGM ISHARES TR 107,390.0 $17.6M 0.03% +2K +1.9% $163.58 -2.9%
387 DUK DUKE ENERGY CORP NEW Utilities 138,356.0 $17.5M 0.03% +15K +11.9% $126.58 -5.3%
388 CSCO CISCO SYS INC Technology 148,324.0 $17.4M 0.03% $117.46 -5.5%
389 ADBE ADOBE INC Technology 84,950.0 $17.4M 0.03% +13K +17.6% $205.02 +34.3%
390 VEEV VEEVA SYS INC Healthcare 97,605.0 $17.3M 0.03% -33K -25.5% $177.47 +39.7%
391 XIDV FRANKLIN TEMPLETON ETF TR 479,502.0 $17.3M 0.03% +55K +13.0% $36.10 +9.4%
392 BLACKROCK ETF TRUST 541,576.0 $17.2M 0.03% NEW $31.78
393 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 157,703.0 $17.1M 0.03% +8K +5.5% $108.35 -2.3%
394 MFC MANULIFE FINL CORP Financial Services 421,735.0 $17.1M 0.03% +6K +1.5% $40.51 +4.9%
395 HYFI AB ACTIVE ETFS INC 455,472.0 $17.0M 0.03% +10K +2.1% $37.34 -0.6%
396 DFNM DIMENSIONAL ETF TRUST 350,598.0 $16.9M 0.03% +9K +2.6% $48.34 -1.6%
397 XLY SELECT SECTOR SPDR TR 144,488.0 $16.9M 0.03% -15K -9.3% $117.28 +0.6%
398 CPRT COPART INC Industrials 597,919.0 $16.9M 0.03% +91K +17.9% $28.19 +19.9%
399 ATO ATMOS ENERGY CORP Utilities 97,684.0 $16.8M 0.03% +11K +12.3% $172.27 -3.1%
400 JGLO J P MORGAN EXCHANGE TRADED F 235,329.0 $16.8M 0.03% -207K -46.8% $71.22 +3.2%
Page 20 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%