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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 65 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BLOCK INC 5,359.0 $407K 0.00% +1K +37.9% $76.00
1282 DFUV DIMENSIONAL ETF TRUST 7,306.0 $402K 0.00% +2K +30.7% $55.01 +4.2%
1283 FFIV F5 INC Technology 964.0 $401K 0.00% -2K -64.2% $415.96 -8.0%
1284 ZTO ZTO EXPRESS CAYMAN INC Industrials 17,873.0 $400K 0.00% +15K +652.5% $22.38 -4.4%
1285 RWO SPDR INDEX SHS FDS 8,012.0 $398K 0.00% +8K +10000.0% $49.71 +2.2%
1286 UPRO PROSHARES TR 2,797.0 $397K 0.00% -146.0 -5.0% $141.79 +5.8%
1287 ROL ROLLINS INC Consumer Cyclical 9,446.0 $394K 0.00% +8K +504.7% $41.74 -12.9%
1288 Q QNITY ELECTRONICS INC Technology 2,403.0 $392K 0.00% +2K +380.6% $163.31 -22.5%
1289 APIE TRUST FOR PROFESSIONAL MANAG 10,080.0 $391K 0.00% +10K +4380.0% $38.76 +2.7%
1290 KHC KRAFT HEINZ CO Consumer Defensive 16,503.0 $390K 0.00% -98K -85.5% $23.62 +7.2%
1291 DFGR DIMENSIONAL ETF TRUST 13,438.0 $389K 0.00% +542.0 +4.2% $28.97 +2.5%
1292 NUMV NUSHARES ETF TR 8,886.0 $386K 0.00% +1K +19.7% $43.49 +3.9%
1293 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 12,943.0 $385K 0.00% NEW $29.74 -12.4%
1294 CPB THE CAMPBELLS COMPANY Consumer Defensive 17,043.0 $380K 0.00% -40K -70.3% $22.27 +5.4%
1295 EMGF ISHARES INC 5,137.0 $376K 0.00% -233.0 -4.3% $73.26 -1.7%
1296 ENSG ENSIGN GROUP INC Healthcare 2,344.0 $376K 0.00% +1K +115.6% $160.30 +11.7%
1297 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,846.0 $373K 0.00% +1K +35.9% $96.87 +5.9%
1298 ALAB ASTERA LABS INC Technology 767.0 $371K 0.00% +538.0 +234.9% $483.33 -41.5%
1299 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,204.0 $366K 0.00% +1K +42.0% $87.04 +12.8%
1300 POOL POOL CORP Industrials 1,695.0 $364K 0.00% +580.0 +52.0% $214.93 -13.3%
Page 65 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%