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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 22 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IBB ISHARES TR 85,289.0 $16.2M 0.03% +11K +15.2% $190.19 +12.3%
422 CGBL CAPITAL GROUP CORE BALANCED 426,280.0 $16.2M 0.03% +201K +89.3% $37.96 +0.7%
423 CMI CUMMINS INC Industrials 22,608.0 $16.1M 0.03% -2K -6.8% $713.21 -17.6%
424 CTA SIMPLIFY EXCHANGE TRADED FUN 620,809.0 $16.1M 0.03% +57K +10.1% $25.94 +10.1%
425 PPA INVESCO EXCHANGE TRADED FD T 90,938.0 $16.1M 0.03% +90K +10000.0% $176.65 -1.7%
426 SYY SYSCO CORP Consumer Defensive 191,957.0 $16.0M 0.03% +31K +19.0% $83.58 +0.6%
427 MBB ISHARES TR 168,836.0 $16.0M 0.03% +5K +3.0% $94.52 -1.5%
428 IGV ISHARES TR 175,870.0 $15.9M 0.03% +168K +2044.2% $90.60 +14.1%
429 DEM WISDOMTREE TR 295,951.0 $15.9M 0.03% -87K -22.6% $53.79 +2.4%
430 RMBS RAMBUS INC DEL Technology 119,875.0 $15.9M 0.03% +9K +8.2% $132.74 -31.3%
431 VFH VANGUARD WORLD FD 120,753.0 $15.9M 0.03% +98K +430.4% $131.60 +6.9%
432 SANM SANMINA CORP Technology 62,591.0 $15.8M 0.03% -10K -13.9% $253.08 -25.4%
433 SUB ISHARES TR 148,456.0 $15.8M 0.03% +99K +197.2% $106.47 -0.2%
434 TRU TRANSUNION Industrials 218,687.0 $15.8M 0.03% -67K -23.6% $72.14 +17.3%
435 XLU SELECT SECTOR SPDR TR 347,522.0 $15.8M 0.03% -97K -21.9% $45.34 -5.7%
436 FTGS FIRST TR EXCHANGE-TRADED FD 424,999.0 $15.7M 0.03% +71K +20.0% $37.00 +6.9%
437 UNP UNION PAC CORP Industrials 57,676.0 $15.7M 0.03% -7K -11.0% $272.00 +13.3%
438 WMB WILLIAMS COS INC Energy 210,922.0 $15.7M 0.03% +37K +21.0% $74.34 -5.2%
439 SAP SAP SE Technology 101,442.0 $15.6M 0.03% +38K +59.5% $154.11 +41.9%
440 CAT CATERPILLAR INC Industrials 14,583.0 $15.5M 0.03% -15K -50.3% $1064.91 -22.3%
Page 22 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%