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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 33 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BLCR BLACKROCK ETF TRUST 140,455.0 $7.1M 0.01% NEW $50.37 -2.5%
642 QWLD SPDR INDEX SHS FDS 46,047.0 $7.0M 0.01% +11K +30.5% $151.91 +4.5%
643 IWF ISHARES TR 56,172.0 $7.0M 0.01% +40K +247.3% $124.17 -1.4%
644 EXPE EXPEDIA GROUP INC Consumer Cyclical 26,780.0 $6.9M 0.01% -991.0 -3.6% $255.88 +25.7%
645 HCI HCI GROUP INC Financial Services 39,059.0 $6.8M 0.01% +3K +9.1% $175.25 +4.1%
646 IALT BLACKROCK ETF TRUST 243,893.0 $6.8M 0.01% NEW $28.05 +3.3%
647 DVYE ISHARES INC 211,881.0 $6.8M 0.01% -42K -16.5% $32.23 +10.0%
648 SPYG SPDR SERIES TRUST 57,027.0 $6.8M 0.01% -4K -6.5% $118.99 +1.0%
649 ESNT ESSENT GROUP LTD Financial Services 105,227.0 $6.8M 0.01% +28K +36.9% $64.28 +5.9%
650 BX BLACKSTONE INC Financial Services 57,382.0 $6.8M 0.01% -9K -13.7% $117.67 +21.8%
651 HSBC HSBC HLDGS PLC Financial Services 70,855.0 $6.7M 0.01% +23K +49.3% $95.09 +9.5%
652 FLRT PACER FDS TR 143,995.0 $6.7M 0.01% -2K -1.1% $46.63 +0.6%
653 UBS UBS GROUP AG Financial Services 135,348.0 $6.7M 0.01% +57K +73.5% $49.56 +7.5%
654 MELI MERCADOLIBRE INC Consumer Cyclical 3,943.0 $6.7M 0.01% +228.0 +6.1% $1697.50 +13.3%
655 IWN ISHARES TR 30,026.0 $6.6M 0.01% +4K +14.8% $221.20 +1.6%
656 PAGP PLAINS GP HLDGS L P Energy 273,552.0 $6.6M 0.01% +74K +36.8% $24.27 +10.6%
657 TMUS T-MOBILE US INC Communication Services 39,424.0 $6.6M 0.01% +7K +21.2% $167.73 +9.1%
658 PUK PRUDENTIAL PLC Financial Services 245,676.0 $6.6M 0.01% +244K +10000.0% $26.81 +5.0%
659 GMAB GENMAB A/S Healthcare 238,803.0 $6.6M 0.01% +5K +2.1% $27.47 +21.8%
660 TTAN SERVICETITAN INC Technology 92,238.0 $6.5M 0.01% -2K -1.6% $70.71 +34.2%
Page 33 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%