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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 30 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AMG AFFILIATED MANAGERS GROUP Financial Services 27,179.0 $9.2M 0.02% -934.0 -3.3% $338.40 +5.3%
582 ILDR FIRST TR EXCHNG TRADED FD VI 234,300.0 $9.2M 0.02% +32K +15.9% $39.24 -0.5%
583 LVS LAS VEGAS SANDS CORP Consumer Cyclical 198,675.0 $9.2M 0.02% +30K +17.9% $46.19 +1.8%
584 BLACKROCK ETF TRUST 112,781.0 $9.0M 0.02% -11K -9.1% $80.16
585 TRV TRAVELERS COMPANIES INC Financial Services 27,278.0 $9.0M 0.01% +3K +13.6% $330.12 +10.1%
586 SNY SANOFI SA Healthcare 211,011.0 $9.0M 0.01% -233K -52.4% $42.66 +7.5%
587 FVD FIRST TR EXCHANGE-TRADED FD 186,164.0 $9.0M 0.01% -36K -16.1% $48.18 +5.2%
588 FIRST TR EXCHANGE-TRADED FD 164,285.0 $8.9M 0.01% NEW $54.40
589 MHO M/I HOMES INC Consumer Cyclical 55,296.0 $8.9M 0.01% +1K +2.5% $160.79 -5.2%
590 BMY BRISTOL-MYERS SQUIBB CO Healthcare 153,878.0 $8.9M 0.01% -16K -9.3% $57.62 +16.3%
591 IWS ISHARES TR 53,724.0 $8.8M 0.01% +10K +21.8% $164.60 +4.5%
592 DHR DANAHER CORP DEL Healthcare 46,092.0 $8.8M 0.01% -2K -4.2% $190.48 +14.9%
593 FNDF SCHWAB STRATEGIC TR 163,362.0 $8.6M 0.01% -53K -24.4% $52.76 +5.8%
594 URI UNITED RENTALS INC Industrials 7,607.0 $8.6M 0.01% +814.0 +12.0% $1132.88 -3.0%
595 ES EVERSOURCE ENERGY Utilities 119,089.0 $8.6M 0.01% +24K +25.2% $72.27 -2.9%
596 NVO NOVO-NORDISK A S Healthcare 178,606.0 $8.6M 0.01% -59K -24.8% $47.94 -2.5%
597 ESGU ISHARES TR 52,234.0 $8.5M 0.01% +441.0 +0.8% $163.67 +2.5%
598 FDX FEDEX CORP Industrials 27,259.0 $8.5M 0.01% +4K +15.8% $313.13 +3.8%
599 BP BP PLC Energy 230,962.0 $8.5M 0.01% +11K +4.9% $36.95 +21.1%
600 LOGI LOGITECH INTL S A Technology 90,711.0 $8.5M 0.01% +27K +41.7% $94.04 +2.1%
Page 30 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%