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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 39 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 KT KT CORP Communication Services 256,065.0 $4.4M 0.01% +56K +28.1% $17.28 +9.7%
762 KLIC KULICKE & SOFFA INDS INC Technology 32,958.0 $4.4M 0.01% +3K +10.3% $133.76 -37.6%
763 SHLD GLOBAL X FDS 73,716.0 $4.4M 0.01% +37K +103.3% $59.71 +10.6%
764 TAXX BONDBLOXX ETF TRUST 86,147.0 $4.4M 0.01% NEW $50.74 -0.4%
765 HMC HONDA MOTOR CO LTD Consumer Cyclical 160,801.0 $4.4M 0.01% -76K -32.0% $27.11 +20.2%
766 LHX L3HARRIS TECHNOLOGIES INC Industrials 14,992.0 $4.4M 0.01% -722.0 -4.6% $290.60 -9.6%
767 DG DOLLAR GEN CORP Consumer Defensive 37,608.0 $4.3M 0.01% -17K -31.6% $115.11 +8.9%
768 TYL TYLER TECHNOLOGIES INC Technology 14,783.0 $4.3M 0.01% -54K -78.5% $292.46 +21.7%
769 FNF FIDELITY NATL FINL INC Financial Services 91,501.0 $4.3M 0.01% -20K -17.9% $47.16 +0.6%
770 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 14,330.0 $4.3M 0.01% -2K -10.6% $301.03 -21.6%
771 DDOG DATADOG INC Technology 16,491.0 $4.3M 0.01% -15K -47.6% $260.36 -13.3%
772 VT VANGUARD INTL EQUITY INDEX F 27,303.0 $4.3M 0.01% +15K +129.1% $156.95 +2.0%
773 CGCP CAPITAL GRP FIXED INCM ETF T 192,119.0 $4.3M 0.01% +104K +117.5% $22.29 -1.1%
774 SLV ISHARES SILVER TR Financial Services 80,040.0 $4.3M 0.01% -209K -72.3% $53.47 +16.3%
775 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 82,479.0 $4.3M 0.01% +22K +37.1% $51.60 +6.5%
776 NYF ISHARES TR 78,868.0 $4.3M 0.01% -8K -9.3% $53.91 -2.0%
777 SXI STANDEX INTL CORP Industrials 11,826.0 $4.2M 0.01% +428.0 +3.8% $357.67 -15.3%
778 FXR FIRST TR EXCHANGE-TRADED FD 46,324.0 $4.2M 0.01% +46K +10000.0% $91.12 -2.6%
779 ALL ALLSTATE CORP Financial Services 17,724.0 $4.2M 0.01% -42K -70.5% $237.95 +9.3%
780 BBHY J P MORGAN EXCHANGE TRADED F 91,277.0 $4.2M 0.01% -54K -37.0% $46.09 -0.6%
Page 39 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%