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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 66 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,928.0 $361K 0.00% +2K +44.3% $52.15 +9.4%
1302 SCHA SCHWAB STRATEGIC TR 9,858.0 $356K 0.00% +3K +42.6% $36.13 -4.2%
1303 SNX TD SYNNEX CORPORATION Technology 1,331.0 $356K 0.00% +351.0 +35.8% $267.34 -6.0%
1304 RBC RBC BEARINGS INC Industrials 550.0 $354K 0.00% +12.0 +2.2% $644.06 -23.0%
1305 IWV ISHARES TR 824.0 $351K 0.00% +38.0 +4.8% $426.40 +2.3%
1306 NANR SPDR INDEX SHS FDS 4,640.0 $350K 0.00% -427K -98.9% $75.50 +20.0%
1307 SPXC SPX TECHNOLOGIES INC Industrials 1,404.0 $344K 0.00% -931.0 -39.9% $245.17 -18.0%
1308 PWZ INVESCO EXCH TRADED FD TR II 14,039.0 $344K 0.00% $24.51 -2.7%
1309 ESPO VANECK ETF TRUST 3,749.0 $336K 0.00% -137K -97.3% $89.75 +9.7%
1310 QEFA SPDR INDEX SHS FDS 3,494.0 $335K 0.00% -116.0 -3.2% $96.01 +6.6%
1311 ONB OLD NATL BANCORP IND Financial Services 12,909.0 $334K 0.00% +13K +4429.5% $25.90 -0.9%
1312 MARB FIRST TR EXCH TRADED FD III 16,167.0 $334K 0.00% -90K -84.8% $20.64 +2.2%
1313 AER AERCAP HOLDINGS NV Industrials 2,286.0 $333K 0.00% +638.0 +38.7% $145.78 +1.1%
1314 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,274.0 $333K 0.00% -6K -82.1% $261.34 +32.7%
1315 FOX FOX CORP 7,076.0 $331K 0.00% +6K +375.9% $46.84
1316 CNP CENTERPOINT ENERGY INC Utilities 7,484.0 $330K 0.00% +4K +149.6% $44.04 -11.6%
1317 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,511.0 $327K 0.00% +157.0 +11.6% $216.61 -8.4%
1318 FEX FIRST TR EXCHANGE-TRADED ALP 2,320.0 $325K 0.00% +1K +88.6% $139.87 -0.3%
1319 AGX ARGAN INC Industrials 405.0 $323K 0.00% NEW $798.55 -43.6%
1320 DIM WISDOMTREE TR 3,755.0 $320K 0.00% NEW $85.23 +5.9%
Page 66 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%