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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 5 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EIX EDISON INTL Utilities 1,618,008.0 $120.5M 0.21% +1.5M +1130.7% $74.45 -2.6%
82 AMD ADVANCED MICRO DEVICES INC Technology 203,008.0 $117.9M 0.20% -15K -7.0% $580.91 -20.0%
83 DFIC DIMENSIONAL ETF TRUST 3,132,068.0 $116.7M 0.20% +3.1M +10000.0% $37.26 +5.6%
84 TIP ISHARES TR 1,065,087.0 $116.6M 0.20% -43K -3.9% $109.43 -2.0%
85 V VISA INC Financial Services 338,325.0 $116.1M 0.20% +93K +37.9% $343.09 +8.3%
86 CF CF INDUSTRIES HOLD Basic Materials 1,071,254.0 $116.0M 0.20% +1.1M +5912.9% $108.26 +19.5%
87 JIRE J P MORGAN EXCHANGE TRADED F 1,394,660.0 $115.0M 0.20% -96K -6.4% $82.49 +3.3%
88 QCOM QUALCOMM INC Technology 621,976.0 $114.9M 0.20% -34K -5.2% $184.79 -12.9%
89 VEU VANGUARD INTL EQUITY INDEX F 1,356,911.0 $113.6M 0.20% +642K +89.7% $83.75 +2.2%
90 BKNG BOOKING HOLDINGS INC Consumer Cyclical 637,567.0 $113.6M 0.20% +621K +3666.1% $178.24 +18.5%
91 DYNF BLACKROCK ETF TRUST 1,663,733.0 $113.2M 0.20% -29K -1.7% $68.01 +1.5%
92 EWC ISHARES INC 1,935,629.0 $111.6M 0.19% +227K +13.3% $57.64 +7.9%
93 WSM WILLIAMS SONOMA INC Consumer Cyclical 474,021.0 $110.5M 0.19% +18K +3.9% $233.10 +1.7%
94 SCHW SCHWAB CHARLES CORP Financial Services 1,191,983.0 $110.0M 0.19% +184K +18.3% $92.27 +21.0%
95 VCIT VANGUARD SCOTTSDALE FDS 1,317,245.0 $108.9M 0.19% +77K +6.2% $82.65 -2.0%
96 FLOT ISHARES TR 2,084,199.0 $106.4M 0.18% +166K +8.6% $51.05 -0.1%
97 LQD ISHARES TR 974,526.0 $106.3M 0.18% -41K -4.1% $109.07 -2.9%
98 EVEREST GROUP LTD 296,814.0 $106.0M 0.18% +17K +5.9% $357.23
99 BSV VANGUARD BD INDEX FDS 1,350,385.0 $105.2M 0.18% +1.0M +342.8% $77.91 -0.4%
100 NXT NEXTPOWER INC Technology 879,605.0 $104.8M 0.18% +452K +105.6% $119.14 -26.3%
Page 5 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%