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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 46 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 JCI JOHNSON CONTROLS INTERNATION Industrials 17,102.0 $2.5M 0.00% +1K +8.1% $146.11 -2.1%
902 CGCV CAPITAL GROUP CONSERVATIVE E 75,652.0 $2.5M 0.00% +13K +20.3% $32.82 +1.7%
903 IGHG PROSHARES TR 31,164.0 $2.4M 0.00% +31K +10000.0% $78.33 -0.7%
904 EEM ISHARES TR 35,457.0 $2.4M 0.00% +28K +399.5% $68.41 -3.4%
905 CDW CDW CORP Technology 17,245.0 $2.4M 0.00% -1K -7.5% $140.64 -5.8%
906 IDYA IDEAYA BIOSCIENCES INC Healthcare 65,021.0 $2.4M 0.00% -7K -9.6% $37.27 +7.4%
907 RWX SPDR INDEX SHS FDS 89,506.0 $2.4M 0.00% -860.0 -0.9% $27.01 +3.1%
908 ITW ILLINOIS TOOL WKS INC Industrials 8,932.0 $2.4M 0.00% +4K +68.4% $270.46 +5.0%
909 SHEL SHELL PLC Energy 31,078.0 $2.4M 0.00% -55K -64.0% $77.54 +19.9%
910 STOT SSGA ACTIVE TR 50,964.0 $2.4M 0.00% -5K -9.3% $47.06 -0.4%
911 EEMA ISHARES INC 20,359.0 $2.4M 0.00% -296K -93.6% $116.96 -2.1%
912 SF STIFEL FINL CORP Financial Services 34,098.0 $2.4M 0.00% +8K +29.3% $69.77 +15.8%
913 ICSH ISHARES TR 47,016.0 $2.4M 0.00% +7K +17.4% $50.58 -0.1%
914 PLUS EPLUS INC Technology 28,499.0 $2.4M 0.00% +5K +20.9% $83.23 +3.6%
915 KMI KINDER MORGAN INC DEL Energy 73,656.0 $2.4M 0.00% +8K +11.6% $31.97 -3.0%
916 NUEM NUSHARES ETF TR 55,059.0 $2.3M 0.00% +2K +3.3% $42.44 -1.2%
917 SUPN SUPERNUS PHARMACEUTICALS Healthcare 49,713.0 $2.3M 0.00% +8K +20.1% $46.51 -3.0%
918 SETM SPROTT FDS TR 73,895.0 $2.3M 0.00% NEW $31.16 +12.9%
919 SCHV SCHWAB STRATEGIC TR 65,891.0 $2.3M 0.00% -17K -20.1% $34.81 +0.2%
920 WF WOORI FINL GROUP INC Financial Services 39,792.0 $2.3M 0.00% -28K -41.4% $57.40 +21.1%
Page 46 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%