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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 28 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MPC MARATHON PETE CORP Energy 44,321.0 $11.3M 0.02% +4K +10.8% $255.67 +41.1%
542 NLR VANECK ETF TRUST 97,335.0 $11.3M 0.02% +19K +25.0% $115.98 +3.4%
543 MCHI ISHARES TR 220,963.0 $11.3M 0.02% +163K +279.2% $51.03 +9.1%
544 SPLB SPDR SERIES TRUST 502,849.0 $11.3M 0.02% +282K +127.4% $22.40 -4.8%
545 CW CURTISS WRIGHT CORP Industrials 14,633.0 $11.1M 0.02% +8K +113.9% $757.76 -16.2%
546 UPS UNITED PARCEL SVCS INC Industrials 102,516.0 $11.0M 0.02% +20K +24.4% $107.50 -5.1%
547 XLI SELECT SECTOR SPDR TR 59,425.0 $11.0M 0.02% -436K -88.0% $185.23 -2.7%
548 SCHH SCHWAB STRATEGIC TR 463,449.0 $11.0M 0.02% +277K +148.2% $23.68 +1.5%
549 MDLZ MONDELEZ INTL INC Consumer Defensive 189,383.0 $11.0M 0.02% +38K +25.2% $57.84 +11.4%
550 WRB BERKLEY W R CORP Financial Services 155,241.0 $10.9M 0.02% +35K +29.0% $70.53 -2.7%
551 VRSK VERISK ANALYTICS INC Industrials 60,841.0 $10.9M 0.02% +14K +29.2% $179.53 +4.4%
552 FMF FIRST TR EXCHANGE-TRADED FD 216,988.0 $10.9M 0.02% +35K +19.0% $50.12 +1.2%
553 FAAR FIRST TR EXCHANGE TRAD FD VI 342,239.0 $10.8M 0.02% -307K -47.2% $31.62 -0.6%
554 MRSH MARSH & MCLENNAN COS INC Financial Services 64,600.0 $10.8M 0.02% -581K -90.0% $166.67 +15.2%
555 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 111,275.0 $10.7M 0.02% +41K +58.3% $95.98 +24.3%
556 NOC NORTHROP GRUMMAN CORP Industrials 20,890.0 $10.6M 0.02% -9K -29.2% $509.31 +8.2%
557 FITB FIFTH THIRD BANCORP Financial Services 184,516.0 $10.4M 0.02% +147K +386.3% $56.37 -2.7%
558 FTEC FIDELITY COVINGTON TRUST 36,327.0 $10.4M 0.02% -2K -4.7% $285.58 -1.0%
559 IVE ISHARES TR 45,471.0 $10.3M 0.02% +23K +101.5% $227.06 +4.5%
560 GKOS GLAUKOS CORP Healthcare 73,622.0 $10.3M 0.02% +74K +10000.0% $139.76 +32.3%
Page 28 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%