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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 4 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPIB SPDR SERIES TRUST 5,299,220.0 $177.3M 0.30% +118K +2.3% $33.46 -1.0%
62 IJR ISHARES TR 1,093,798.0 $162.2M 0.28% -63K -5.4% $148.31 -1.3%
63 SPTL SPDR SERIES TRUST 6,114,704.0 $160.4M 0.28% +318K +5.5% $26.23 -4.0%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 3,765,427.0 $159.4M 0.27% +86K +2.3% $42.34 +16.2%
65 VSS VANGUARD INTL EQUITY INDEX F 1,022,768.0 $157.8M 0.27% +301K +41.8% $154.29 +3.3%
66 TSLA TESLA INC Consumer Cyclical 373,933.0 $157.3M 0.27% +18K +5.1% $420.60 -17.9%
67 LRCX LAM RESEARCH CORP Technology 340,833.0 $147.7M 0.25% +206K +153.2% $433.33 -28.3%
68 AGG ISHARES TR 1,475,528.0 $146.0M 0.25% +210K +16.6% $98.98 -1.5%
69 IDEV ISHARES TR 1,640,074.0 $146.0M 0.25% -39K -2.3% $89.01 +4.0%
70 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 433,925.0 $137.8M 0.24% +32K +8.0% $317.53 -9.4%
71 PM PHILIP MORRIS INTL INC Consumer Defensive 742,795.0 $134.4M 0.23% +112K +17.8% $180.91 +5.9%
72 XLK SELECT SECTOR SPDR TR 689,659.0 $131.4M 0.23% -10K -1.4% $190.52 -3.9%
73 VGT VANGUARD WORLD FD 1,095,198.0 $130.9M 0.23% +978K +836.8% $119.52 -1.0%
74 VNQ VANGUARD INDEX FDS 1,351,459.0 $130.3M 0.22% +490K +56.8% $96.43 +2.3%
75 USMV ISHARES TR 1,346,488.0 $129.9M 0.22% -208K -13.4% $96.46 +4.4%
76 MA MASTERCARD INCORPORATED Financial Services 250,522.0 $128.7M 0.22% +21K +9.3% $513.60 +11.7%
77 DUHP DIMENSIONAL ETF TRUST 3,078,885.0 $128.5M 0.22% +3.1M +10000.0% $41.73 +1.1%
78 CFG CITIZENS FINL GROUP INC Financial Services 1,808,380.0 $126.7M 0.22% +131K +7.8% $70.07 -0.5%
79 BERKSHIRE HATHAWAY INC DEL 250,492.0 $125.3M 0.21% +20K +8.7% $500.39
80 VCRB VANGUARD MALVERN FDS 1,574,720.0 $121.6M 0.21% +214K +15.7% $77.23 -1.5%
Page 4 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 33.7%
Financial Services 13.7%
Communication Services 13.4%
Healthcare 9.4%
Consumer Cyclical 8.2%
Industrials 6.1%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.6%