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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 37 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FIIG FIRST TR EXCHANGE-TRADED FD 249,038.0 $5.2M 0.01% +39K +18.8% $20.71 -1.8%
722 SCZ ISHARES TR 62,336.0 $5.1M 0.01% +61K +4205.0% $82.27 +5.3%
723 FLGB FRANKLIN TEMPLETON ETF TR 145,238.0 $5.1M 0.01% -141K -49.3% $35.29 +6.8%
724 NUDM NUSHARES ETF TR 127,349.0 $5.1M 0.01% +12K +10.3% $40.02 +3.4%
725 BWX SPDR SERIES TRUST 233,512.0 $5.1M 0.01% +33K +16.4% $21.68 +1.3%
726 AVEM AMERICAN CENTY ETF TR 52,338.0 $5.1M 0.01% -90K -63.3% $96.49 -2.3%
727 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 314,687.0 $5.0M 0.01% +159K +101.6% $16.03 +13.4%
728 CNK CINEMARK HLDGS INC Communication Services 158,661.0 $5.0M 0.01% +56K +53.8% $31.73 +15.3%
729 NEU NEWMARKET CORP Basic Materials 6,357.0 $5.0M 0.01% +966.0 +17.9% $791.24 +18.5%
730 NTRA NATERA INC Healthcare 18,343.0 $5.0M 0.01% +942.0 +5.4% $271.45 +22.3%
731 WCC WESCO INTL INC Industrials 14,388.0 $5.0M 0.01% +4K +38.3% $345.43 +1.1%
732 INCY INCYTE CORP Healthcare 43,109.0 $4.9M 0.01% +24K +124.5% $113.36 +12.7%
733 BCC BOISE CASCADE CO DEL Basic Materials 62,917.0 $4.9M 0.01% $77.63 +6.2%
734 DTE DTE ENERGY CO Utilities 31,872.0 $4.9M 0.01% +27K +566.6% $152.37 -11.3%
735 NMIH NMI HLDGS INC Financial Services 118,067.0 $4.9M 0.01% +23K +24.8% $41.09 +9.9%
736 RDDT REDDIT INC Communication Services 27,901.0 $4.8M 0.01% -17K -37.4% $173.58 -11.7%
737 DXIV DIMENSIONAL ETF TRUST 69,020.0 $4.8M 0.01% +7K +11.7% $70.00 +7.4%
738 MRVL MARVELL TECHNOLOGY INC Technology 16,098.0 $4.8M 0.01% -12K -42.6% $297.90 -20.4%
739 BGRN ISHARES TR 100,388.0 $4.8M 0.01% +25K +33.9% $47.47 -1.2%
740 RWR SPDR SERIES TRUST 41,839.0 $4.7M 0.01% +12K +39.0% $112.97 +1.3%
Page 37 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%