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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 38 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PRDO PERDOCEO ED CORP Consumer Defensive 147,297.0 $4.7M 0.01% +33K +28.6% $32.00 +3.3%
742 TKO TKO GROUP HOLDINGS INC Communication Services 23,330.0 $4.7M 0.01% +1K +6.1% $201.31 -3.4%
743 HDV ISHARES TR 170,098.0 $4.7M 0.01% +169K +10000.0% $27.41 +9.0%
744 ESGE ISHARES INC 84,868.0 $4.6M 0.01% -24K -21.9% $54.69 -2.6%
745 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,228.0 $4.6M 0.01% -652.0 -22.6% $2080.79 +5.4%
746 FIX COMFORT SYS USA INC Industrials 2,332.0 $4.6M 0.01% -321.0 -12.1% $1982.02 -18.4%
747 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 55,722.0 $4.6M 0.01% -9K -13.8% $82.40 -3.6%
748 BCD ABRDN ETFS 134,209.0 $4.6M 0.01% +35K +34.8% $34.15 +11.4%
749 JFLI J P MORGAN EXCHANGE TRADED F 83,842.0 $4.6M 0.01% NEW $54.43 -0.5%
750 EQT EQT CORP Energy 85,591.0 $4.6M 0.01% +29K +51.9% $53.17 +0.9%
751 CGMS CAPITAL GRP FIXED INCM ETF T 166,474.0 $4.5M 0.01% +71K +74.5% $27.33 -0.6%
752 CVNA CARVANA CO Consumer Cyclical 69,109.0 $4.5M 0.01% +48K +221.3% $65.82 +8.7%
753 SGOV ISHARES TR 45,149.0 $4.5M 0.01% -10K -18.2% $100.67 -0.0%
754 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 173,925.0 $4.5M 0.01% -15K -7.7% $25.95 +34.6%
755 SHM SPDR SERIES TRUST 93,901.0 $4.5M 0.01% -94K -50.0% $47.97 -0.5%
756 ENTG ENTEGRIS INC Technology 24,938.0 $4.5M 0.01% -3K -12.0% $179.86 -22.4%
757 TOTL SSGA ACTIVE ETF TR 113,305.0 $4.5M 0.01% -23K -16.8% $39.47 -1.6%
758 DXUV DIMENSIONAL ETF TRUST 67,150.0 $4.5M 0.01% +7K +12.5% $66.50 +4.7%
759 HMY HARMONY GOLD MNG LTD Basic Materials 293,085.0 $4.5M 0.01% +287K +4901.4% $15.21 +49.9%
760 AIRR FIRST TR EXCHANGE TRADED FD 33,274.0 $4.4M 0.01% -12K -26.2% $133.25 -15.4%
Page 38 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%