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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 29 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NDAQ NASDAQ INC Financial Services 129,880.0 $10.2M 0.02% +11K +9.2% $78.82 +24.6%
562 BLACKROCK ETF TRUST 276,290.0 $10.1M 0.02% NEW $36.60
563 FSIG FIRST TR EXCHANGE-TRADED FD 534,714.0 $10.1M 0.02% -17K -3.2% $18.86 -0.5%
564 SNDK SANDISK CORP Technology 4,417.0 $10.0M 0.02% +4K +2424.0% $2273.73 -29.8%
565 VTR VENTAS INC Real Estate 113,090.0 $10.0M 0.02% +12K +12.0% $88.80 +4.8%
566 BKHY BNY MELLON ETF TRUST 210,767.0 $10.0M 0.02% -7K -3.2% $47.61 -0.7%
567 KMX CARMAX INC Consumer Cyclical 189,490.0 $10.0M 0.02% -324K -63.1% $52.89 +17.5%
568 CLS CELESTICA INC Technology 27,389.0 $10.0M 0.02% +6K +29.0% $364.80 -18.7%
569 HEI HEICO CORP NEW Industrials 27,318.0 $9.7M 0.02% $356.19 -0.3%
570 NXPI NXP SEMICONDUCTORS N V Technology 34,556.0 $9.7M 0.02% -6K -14.8% $281.03 -19.7%
571 TIGO MILLICOM INTL CELLULAR S A Communication Services 104,943.0 $9.5M 0.02% +20K +23.4% $90.76 +3.2%
572 EAGG ISHARES TR 200,319.0 $9.5M 0.02% +56K +39.3% $47.41 -1.6%
573 FTAI AVIATION LTD 35,092.0 $9.5M 0.02% -14K -28.7% $270.53
574 IGEB ISHARES TR 209,120.0 $9.4M 0.02% +48K +29.6% $45.11 -2.2%
575 DOCU DOCUSIGN INC Technology 211,146.0 $9.4M 0.02% +13K +6.4% $44.42 +39.6%
576 HST HOST HOTELS & RESORTS INC Real Estate 393,484.0 $9.3M 0.02% +87K +28.2% $23.71 -2.1%
577 TLTW ISHARES TR 414,923.0 $9.3M 0.02% +120K +40.7% $22.34 -5.1%
578 JTEK J P MORGAN EXCHANGE TRADED F 82,962.0 $9.3M 0.02% -13K -13.8% $111.55 -10.4%
579 BEONE MEDICINES LTD 32,399.0 $9.2M 0.02% +8K +30.6% $284.97
580 SPOT SPOTIFY TECHNOLOGY S A Communication Services 20,048.0 $9.2M 0.02% -12K -37.5% $459.14 +16.2%
Page 29 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%