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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 44 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TM TOYOTA MOTOR CORP Consumer Cyclical 17,847.0 $3.0M 0.01% +3K +17.5% $168.42 +15.1%
862 LYV LIVE NATION ENTERTAINMENT IN Communication Services 16,406.0 $3.0M 0.01% -2K -9.4% $183.11 +0.8%
863 HAS HASBRO INC Consumer Cyclical 36,253.0 $3.0M 0.01% +2K +5.8% $82.59 +15.5%
864 STE STERIS PLC Healthcare 14,203.0 $3.0M 0.01% -885.0 -5.9% $210.58 +13.0%
865 LECO LINCOLN ELEC HLDGS INC Industrials 11,260.0 $3.0M 0.01% -130.0 -1.1% $265.51 +6.3%
866 IBMP ISHARES TR 117,182.0 $3.0M 0.01% +46K +65.2% $25.42 -0.1%
867 BLACKROCK ETF TRUST 105,813.0 $3.0M 0.01% NEW $28.03
868 SCHR SCHWAB STRATEGIC TR 119,389.0 $2.9M 0.01% -31K -20.7% $24.66 -1.0%
869 WTFC WINTRUST FINL CORP Financial Services 18,111.0 $2.9M 0.01% $160.72 -5.4%
870 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 33,744.0 $2.9M 0.01% +8K +31.8% $86.09 +17.3%
871 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 26,947.0 $2.9M 0.01% +17K +172.1% $107.78 +3.8%
872 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 12,017.0 $2.9M 0.01% +1K +10.8% $240.97 +5.6%
873 HYXF ISHARES TR 61,880.0 $2.9M 0.01% +12K +24.8% $46.72 -0.5%
874 IWM ISHARES TR 9,471.0 $2.8M 0.01% +5K +112.5% $300.45 -0.8%
875 SPG SIMON PPTY GROUP INC NEW Real Estate 12,566.0 $2.8M 0.01% -530.0 -4.0% $223.65 -1.3%
876 HYDB ISHARES TR 59,552.0 $2.8M 0.01% -17K -22.5% $46.77 -0.4%
877 NDSN NORDSON CORP Industrials 9,221.0 $2.8M 0.01% -227.0 -2.4% $301.70 +10.7%
878 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 16,414.0 $2.8M 0.01% -3K -15.1% $168.53 -9.2%
879 MDB MONGODB INC Technology 8,226.0 $2.8M 0.01% +2K +24.3% $335.90 +19.9%
880 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 81,250.0 $2.8M 0.01% +26K +46.1% $33.88 +9.0%
Page 44 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%