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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 6 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HIG HARTFORD INSURANCE GROUP INC Financial Services 787,534.0 $104.4M 0.18% +52K +7.0% $132.52 +3.5%
102 DFAX DIMENSIONAL ETF TRUST 2,814,600.0 $103.7M 0.18% -77K -2.7% $36.84 +2.7%
103 BIV VANGUARD BD INDEX FDS 1,346,530.0 $103.3M 0.18% +1.3M +8816.8% $76.70 -1.5%
104 SPTI SPDR SERIES TRUST 3,616,394.0 $102.7M 0.18% +773K +27.2% $28.39 -1.0%
105 ACGL ARCH CAP GROUP LTD Financial Services 1,050,118.0 $101.9M 0.17% +63K +6.4% $97.06 +2.3%
106 CMCSA COMCAST CORP NEW Communication Services 4,121,278.0 $101.2M 0.17% +427K +11.6% $24.55 +7.6%
107 IUSB ISHARES TR 2,161,917.0 $99.8M 0.17% +364K +20.2% $46.15 -1.4%
108 AFL AFLAC INC Financial Services 816,744.0 $95.8M 0.17% -56K -6.4% $117.25 -0.9%
109 WFC WELLS FARGO & CO Financial Services 1,157,264.0 $95.6M 0.16% +60K +5.5% $82.64 +1.3%
110 ASML ASML HLDG NV Technology 48,017.0 $95.5M 0.16% +9K +22.6% $1989.43 -12.0%
111 VWO VANGUARD INTL EQUITY INDEX F 1,585,390.0 $94.6M 0.16% +540K +51.7% $59.69 +0.6%
112 USHY ISHARES TR 2,522,363.0 $93.4M 0.16% +158K +6.7% $37.02 -0.6%
113 VYM VANGUARD WHITEHALL FDS 581,756.0 $91.9M 0.16% -116K -16.7% $158.03 +3.8%
114 VO VANGUARD INDEX FDS 1,119,178.0 $90.2M 0.15% +786K +235.9% $80.57 +2.4%
115 AMGN AMGEN INC Healthcare 248,532.0 $90.0M 0.15% +20K +8.9% $362.12 +19.8%
116 J P MORGAN EXCHANGE TRADED F 1,778,961.0 $90.0M 0.15% +257K +16.9% $50.57
117 BKLN INVESCO EXCH TRADED FD TR II 4,377,221.0 $89.2M 0.15% +352K +8.7% $20.37 +1.1%
118 IGSB ISHARES TR 1,695,928.0 $88.9M 0.15% +86K +5.3% $52.41 -0.5%
119 SCHG SCHWAB STRATEGIC TR 2,587,733.0 $87.6M 0.15% -314K -10.8% $33.84 +3.7%
120 XLE SELECT SECTOR SPDR TR 1,634,072.0 $86.8M 0.15% +1.6M +9343.3% $53.11 +20.0%
Page 6 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%