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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 63 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CGSD CAPITAL GRP FIXED INCM ETF T 18,603.0 $479K 0.00% +7K +54.5% $25.73 +0.1%
1242 G GENPACT LIMITED Technology 17,399.0 $478K 0.00% +5K +37.2% $27.50 +35.5%
1243 L LOEWS CORP Financial Services 4,219.0 $478K 0.00% +701.0 +19.9% $113.20 -2.1%
1244 COWZ PACER FDS TR 7,592.0 $472K 0.00% +3K +54.5% $62.20 +15.9%
1245 SPSB SPDR SERIES TRUST 15,647.0 $470K 0.00% -913.0 -5.5% $30.01 -0.1%
1246 MKTX MARKETAXESS HLDGS INC Financial Services 4,118.0 $467K 0.00% +2K +70.9% $113.49 +43.2%
1247 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,374.0 $466K 0.00% +4K +111.2% $63.25 +21.4%
1248 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,070.0 $465K 0.00% +1K +49.4% $114.19 +3.6%
1249 PBF PBF ENERGY INC Energy 10,153.0 $462K 0.00% -1K -9.2% $45.52 +46.1%
1250 GHC GRAHAM HLDGS CO Consumer Defensive 403.0 $460K 0.00% -2K -85.1% $1142.01 +3.2%
1251 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,685.0 $458K 0.00% -969.0 -36.5% $271.95 -16.7%
1252 FDL FIRST TR EXCHANGE-TRADED FD 9,348.0 $455K 0.00% +1K +14.1% $48.66 +9.6%
1253 JMEE J P MORGAN EXCHANGE TRADED F 5,822.0 $454K 0.00% NEW $78.03 -0.9%
1254 EWL ISHARES INC 7,211.0 $453K 0.00% +1K +25.6% $62.85 +2.9%
1255 WSO WATSCO INC Industrials 1,087.0 $453K 0.00% $416.91 -27.5%
1256 CBRE CBRE GROUP INC Real Estate 3,350.0 $451K 0.00% +93.0 +2.9% $134.68 +12.7%
1257 SCHO SCHWAB STRATEGIC TR 18,607.0 $449K 0.00% -258K -93.3% $24.14 -0.1%
1258 BHP BHP BILLITON LIMITED Basic Materials 5,376.0 $448K 0.00% +3K +102.3% $83.31 +18.5%
1259 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 634.0 $446K 0.00% +246.0 +63.4% $703.34 -1.3%
1260 PTLC PACER FDS TR 7,642.0 $445K 0.00% +4K +108.1% $58.26 +2.4%
Page 63 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%