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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 36 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 QUAL ISHARES TR 25,731.0 $5.6M 0.01% -29K -52.6% $219.43 +1.8%
702 USXF ISHARES TR 80,732.0 $5.6M 0.01% +3K +4.1% $69.45 -2.7%
703 BAX BAXTER INTL INC Healthcare 261,982.0 $5.6M 0.01% +75K +39.9% $21.32 +22.7%
704 BLES NORTHERN LTS FD TR IV 116,923.0 $5.6M 0.01% +5K +4.2% $47.69 +5.2%
705 IWO ISHARES TR 14,153.0 $5.6M 0.01% +770.0 +5.8% $393.96 -2.6%
706 IVVW ISHARES TR 124,340.0 $5.5M 0.01% +35K +38.8% $44.60 +1.8%
707 BLV VANGUARD BD INDEX FDS 79,822.0 $5.5M 0.01% +4K +4.8% $68.93 -3.9%
708 AMKR AMKOR TECHNOLOGY INC Technology 63,532.0 $5.5M 0.01% +63K +10000.0% $86.23 -44.3%
709 EWY ISHARES INC 26,827.0 $5.4M 0.01% +15K +127.0% $201.90 -13.8%
710 CVE CENOVUS ENERGY INC Energy 217,669.0 $5.4M 0.01% +39K +21.9% $24.81 +30.1%
711 FROG JFROG LTD Technology 58,803.0 $5.3M 0.01% -8K -11.4% $90.88 +0.1%
712 AMERICA MOVIL SAB DE CV 204,067.0 $5.3M 0.01% +19K +10.2% $25.99
713 IBD NORTHERN LTS FD TR IV 222,966.0 $5.3M 0.01% +14K +6.6% $23.77 -0.5%
714 HEICO CORP NEW 20,499.0 $5.3M 0.01% +3K +14.5% $257.91
715 CIBR FIRST TR EXCHANGE-TRADED FD 58,664.0 $5.3M 0.01% +10K +20.5% $89.85 +4.1%
716 ICICI BANK LIMITED 181,253.0 $5.3M 0.01% +12K +7.2% $29.03
717 XP XP INC Financial Services 322,904.0 $5.3M 0.01% NEW $16.26 +6.5%
718 KEYS KEYSIGHT TECHNOLOGIES INC Technology 14,888.0 $5.2M 0.01% +14K +1349.7% $350.06 -10.9%
719 FIXD FIRST TR EXCHNG TRADED FD VI 119,121.0 $5.2M 0.01% +16K +15.9% $43.61 -1.7%
720 INVA INNOVIVA INC Healthcare 227,320.0 $5.2M 0.01% +42K +22.7% $22.71 -7.3%
Page 36 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%