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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 57 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 FEDEX FGHT HLDG CO INC 5,568.0 $841K 0.00% NEW $151.00
1122 SLYV SPDR SERIES TRUST 7,681.0 $838K 0.00% -13K -62.3% $109.12 +0.6%
1123 FEMB FIRST TR EXCH TRADED FD III 28,662.0 $838K 0.00% +3K +12.4% $29.22 +1.8%
1124 GWW WW GRAINGER INC Industrials 615.0 $837K 0.00% +107.0 +21.1% $1361.35 -4.4%
1125 COIN COINBASE GLOBAL INC Financial Services 5,724.0 $837K 0.00% +141.0 +2.5% $146.19 +28.7%
1126 ROKU ROKU INC Communication Services 5,982.0 $826K 0.00% +6K +7876.0% $138.14 +15.4%
1127 IWL ISHARES TR 4,432.0 $820K 0.00% +4K +577.7% $184.95 +2.4%
1128 KVYO KLAVIYO INC Technology 54,279.0 $820K 0.00% -10K -15.6% $15.10 +16.4%
1129 APUE TRUST FOR PROFESSIONAL MANAG 17,723.0 $819K 0.00% +17K +1607.4% $46.20 +2.3%
1130 PCOR PROCORE TECHNOLOGIES INC Technology 20,084.0 $816K 0.00% -108K -84.3% $40.62 +48.2%
1131 ASX ASE TECHNOLOGY HLDG CO LTD Technology 17,962.0 $810K 0.00% -6K -24.9% $45.12 -18.3%
1132 FPEI FIRST TR EXCH TRADED FD III 41,908.0 $808K 0.00% +4K +10.7% $19.29 -1.0%
1133 IONS IONIS PHARMACEUTICALS INC Healthcare 9,939.0 $788K 0.00% +1K +14.9% $79.29 -19.8%
1134 FICO FAIR ISAAC CORP Technology 650.0 $777K 0.00% +591.0 +1001.7% $1194.78 -4.7%
1135 IWP ISHARES TR 5,296.0 $775K 0.00% -3K -35.5% $146.41 -3.2%
1136 LTC LTC PPTYS INC Real Estate 20,106.0 $773K 0.00% +1K +7.7% $38.45 +5.9%
1137 VLO VALERO ENERGY CORP Energy 2,952.0 $769K 0.00% -24.0 -0.8% $260.47 +31.3%
1138 LFUS LITTELFUSE INC Technology 1,679.0 $765K 0.00% +413.0 +32.6% $455.34 -11.3%
1139 TRNO TERRENO RLTY CORP Real Estate 11,770.0 $762K 0.00% +2K +21.9% $64.77 +5.6%
1140 IAI ISHARES TR 4,281.0 $751K 0.00% -556.0 -11.5% $175.33 +12.4%
Page 57 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%