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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 60 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ARB ALTSHARES TRUST 21,217.0 $629K 0.00% -246K -92.1% $29.63 +0.4%
1182 EQR EQUITY RESIDENTIAL Real Estate 9,220.0 $626K 0.00% -120.0 -1.3% $67.93 +0.3%
1183 TRMB TRIMBLE INC Technology 12,212.0 $625K 0.00% +3K +36.9% $51.18 +16.1%
1184 FCPT FOUR CORNERS PPTY TR INC Real Estate 25,319.0 $622K 0.00% +1K +4.8% $24.55 +3.3%
1185 BKH BLACK HILLS CORP Utilities 8,345.0 $621K 0.00% +465.0 +5.9% $74.40 -1.9%
1186 DLR DIGITAL RLTY TR INC Real Estate 3,445.0 $619K 0.00% +730.0 +26.9% $179.57 +7.1%
1187 CELC CELCUITY INC Healthcare 5,893.0 $617K 0.00% NEW $104.62 -11.8%
1188 LOPE GRAND CANYON ED INC Consumer Defensive 4,275.0 $612K 0.00% -85.0 -1.9% $143.11 +4.2%
1189 RPRX ROYALTY PHARMA PLC Healthcare 10,870.0 $610K 0.00% +7K +194.7% $56.07 +10.7%
1190 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 16,284.0 $609K 0.00% -2K -9.4% $37.42 +126.8%
1191 THE BALDWIN INSURANCE GRP IN 22,816.0 $606K 0.00% -4K -14.4% $26.58
1192 TD TORONTO DOMINION BK ONT Financial Services 4,946.0 $601K 0.00% +4K +330.1% $121.43 -1.9%
1193 IXN ISHARES TR 4,102.0 $593K 0.00% +869.0 +26.9% $144.48 -4.3%
1194 EW EDWARDS LIFESCIENCES CORP Healthcare 6,544.0 $592K 0.00% +2K +53.9% $90.46 +0.5%
1195 BMO BANK MONTREAL MEDIUM Financial Services 3,310.0 $585K 0.00% -11K -76.5% $176.70 -1.8%
1196 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 30,598.0 $582K 0.00% -7K -18.8% $19.01 -1.7%
1197 PECO PHILLIPS EDISON & CO INC Real Estate 13,970.0 $581K 0.00% +3K +31.9% $41.62 -4.1%
1198 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,407.0 $580K 0.00% +2K +57.3% $131.57 +4.6%
1199 ROP ROPER TECHNOLOGIES INC Industrials 1,688.0 $571K 0.00% -10K -85.6% $338.39 +22.2%
1200 AZO AUTOZONE INC Consumer Cyclical 178.0 $570K 0.00% -11.0 -5.8% $3202.94 -5.5%
Page 60 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%