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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 26 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PNC PNC FINL SVCS GROUP INC Financial Services 50,895.0 $12.5M 0.02% -952.0 -1.8% $246.22 -1.3%
502 HII HUNTINGTON INGALLS INDS INC Industrials 44,758.0 $12.5M 0.02% +10K +29.9% $279.89 +6.5%
503 CALM CAL MAINE FOODS INC Consumer Defensive 155,047.0 $12.5M 0.02% +36K +30.5% $80.56 +2.8%
504 JXN JACKSON FINANCIAL INC Financial Services 120,518.0 $12.3M 0.02% +20K +20.1% $102.39 +26.8%
505 INTC INTEL CORP Technology 88,341.0 $12.3M 0.02% +59K +202.3% $139.63 -35.5%
506 ENVA ENOVA INTL INC Financial Services 50,977.0 $12.3M 0.02% +9K +21.1% $240.73 +0.9%
507 VWOB VANGUARD WHITEHALL FDS 182,352.0 $12.3M 0.02% -167K -47.8% $67.24 -2.0%
508 DEO DIAGEO PLC Consumer Defensive 151,882.0 $12.2M 0.02% -107K -41.4% $80.38 +17.7%
509 SECU BLACKROCK ETF TRUST II 243,814.0 $12.2M 0.02% NEW $49.86 -0.6%
510 DOV DOVER CORP Industrials 54,012.0 $12.1M 0.02% -2K -4.0% $224.28 -10.0%
511 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 98,687.0 $12.1M 0.02% +98K +10000.0% $122.58 +25.9%
512 GPC GENUINE PARTS CO Consumer Cyclical 102,134.0 $12.0M 0.02% +26K +34.6% $117.98 +13.5%
513 FTCS FIRST TR EXCHANGE-TRADED FD 127,851.0 $12.0M 0.02% +51K +66.2% $93.92 +8.1%
514 SBUX STARBUCKS CORP Consumer Cyclical 117,408.0 $12.0M 0.02% -274K -70.0% $102.19 +4.8%
515 MMM 3M CO Industrials 73,904.0 $12.0M 0.02% -7K -8.2% $161.91 +10.5%
516 FDT FIRST TR EXCH TRD ALPHDX FD 125,816.0 $11.9M 0.02% -27K -17.8% $94.68 +0.6%
517 ADSK AUTODESK INC Technology 61,076.0 $11.9M 0.02% +7K +12.6% $194.42 +30.6%
518 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 165,254.0 $11.9M 0.02% -633K -79.3% $71.74 +1.0%
519 MLI MUELLER INDS INC Industrials 192,717.0 $11.8M 0.02% +88K +84.6% $61.47 +2.9%
520 D DOMINION ENERGY INC Utilities 173,368.0 $11.8M 0.02% +28K +19.6% $68.29 -2.5%
Page 26 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%