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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 24 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VST VISTRA CORP Utilities 91,354.0 $14.5M 0.03% -865K -90.4% $158.63 -14.1%
462 HYEM VANECK ETF TRUST 720,015.0 $14.5M 0.03% +76K +11.7% $20.11 -0.2%
463 POWL POWELL INDS INC Industrials 50,365.0 $14.4M 0.03% +36K +239.0% $286.36 -31.0%
464 FTA FIRST TR EXCHANGE-TRADED ALP 147,384.0 $14.3M 0.03% +6K +4.5% $96.80 +7.2%
465 HPE HEWLETT PACKARD ENTERPRISE C Technology 315,460.0 $14.2M 0.02% +158K +99.8% $45.11 +18.5%
466 EMHC SPDR SERIES TRUST 558,691.0 $14.2M 0.02% +19K +3.5% $25.44 -2.1%
467 XLB SELECT SECTOR SPDR TR 279,439.0 $14.2M 0.02% +271K +3079.4% $50.83 +5.3%
468 BALI BLACKROCK ETF TRUST 417,961.0 $14.1M 0.02% +149K +55.1% $33.83 +2.7%
469 TIMB TIM S A Communication Services 654,385.0 $14.0M 0.02% +242K +58.8% $21.42 -16.7%
470 CRL CHARLES RIV LABS INTL INC Healthcare 61,463.0 $13.9M 0.02% +18K +40.3% $226.79 +30.2%
471 INTU INTUIT Technology 53,378.0 $13.9M 0.02% -10K -16.3% $261.00 +40.6%
472 CSX CSX CORP Industrials 290,835.0 $13.8M 0.02% -67K -18.7% $47.53 +8.5%
473 FIDELITY COVINGTON TRUST 178,834.0 $13.8M 0.02% +74K +69.9% $77.25
474 SRLN SSGA ACTIVE ETF TR 342,445.0 $13.8M 0.02% +37K +12.1% $40.29 +0.8%
475 CASY CASEYS GEN STORES INC Consumer Cyclical 17,266.0 $13.7M 0.02% +15K +556.2% $794.79 +5.2%
476 SHW SHERWIN WILLIAMS CO Basic Materials 39,668.0 $13.7M 0.02% +7K +20.4% $344.32 +0.7%
477 HALO HALOZYME THERAPEUTICS INC Healthcare 174,334.0 $13.6M 0.02% +37K +26.9% $78.27 +38.2%
478 SCI SERVICE CORP INTL Consumer Cyclical 179,516.0 $13.6M 0.02% +149K +482.6% $75.96 +9.6%
479 VV VANGUARD INDEX FDS 39,489.0 $13.6M 0.02% +15K +63.5% $343.91 +2.5%
480 CTAS CINTAS CORP Industrials 79,761.0 $13.6M 0.02% +63K +374.7% $170.08 +19.8%
Page 24 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%