BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 55 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ROST ROSS STORES INC Consumer Cyclical 4,983.0 $1.1M 0.00% +674.0 +15.6% $212.83 +13.6%
1082 IBMO ISHARES TR 41,188.0 $1.1M 0.00% -54K -56.7% $25.64 -0.1%
1083 EMXC ISHARES INC 10,195.0 $1.0M 0.00% +2K +30.8% $102.30 -4.1%
1084 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 52,322.0 $1.0M 0.00% -5K -8.6% $19.89 +11.5%
1085 DLB DOLBY LABORATORIES INC Technology 19,601.0 $1.0M 0.00% -3K -12.9% $52.58 +26.2%
1086 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13,337.0 $1.0M 0.00% +570.0 +4.5% $76.40 +3.6%
1087 THC TENET HEALTHCARE CORP Healthcare 5,431.0 $1.0M 0.00% -679.0 -11.1% $187.08 +45.5%
1088 KR KROGER CO Consumer Defensive 18,289.0 $1.0M 0.00% +2K +11.2% $55.53 +5.0%
1089 EL LAUDER ESTEE COS INC Consumer Defensive 12,810.0 $1.0M 0.00% -605.0 -4.5% $78.95 +31.7%
1090 ARW ARROW ELECTRS INC Technology 4,682.0 $999K 0.00% -418.0 -8.2% $213.41 -5.5%
1091 PRI PRIMERICA INC Financial Services 3,498.0 $994K 0.00% +1K +53.2% $284.22 +4.8%
1092 ET ENERGY TRANSFER L P Energy 51,893.0 $992K 0.00% +47K +926.8% $19.12 +10.5%
1093 ON ON SEMICONDUCTOR CORP Technology 10,461.0 $989K 0.00% +2K +18.1% $94.54 -24.1%
1094 MUNI PIMCO ETF TR 18,730.0 $985K 0.00% +7K +62.3% $52.60 -1.5%
1095 STLA STELLANTIS N.V Consumer Cyclical 170,019.0 $976K 0.00% +93K +121.3% $5.74 -8.1%
1096 OUTFRONT MEDIA INC 29,492.0 $966K 0.00% -18K -38.3% $32.76
1097 GRMN GARMIN LTD Technology 4,061.0 $965K 0.00% -2K -37.5% $237.56 +21.7%
1098 BBJP J P MORGAN EXCHANGE TRADED F 12,797.0 $964K 0.00% -1K -9.9% $75.31 +2.3%
1099 RSP INVESCO EXCHANGE TRADED FD T 4,523.0 $962K 0.00% +759.0 +20.2% $212.77 +4.2%
1100 BRO BROWN & BROWN INC Financial Services 14,683.0 $942K 0.00% +14K +1531.4% $64.15 +14.3%
Page 55 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%