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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 68 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ST SENSATA TECHNOLOGIES HLDG PL Technology 5,999.0 $286K +1K +31.6% $47.74 -11.7%
1342 FNB F N B CORP Financial Services 14,953.0 $285K +3K +29.1% $19.08 -3.7%
1343 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 6,982.0 $285K +682.0 +10.8% $40.84 +9.1%
1344 USMC PRINCIPAL EXCHANGE TRADED FD 3,837.0 $284K +673.0 +21.3% $74.13 +2.7%
1345 ZS ZSCALER INC Technology 2,015.0 $284K +1K +101.9% $141.15 +19.3%
1346 LEIDOS HOLDINGS INC 2,753.0 $283K -14K -83.7% $102.97
1347 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,788.0 $283K NEW $74.81 +1.2%
1348 J P MORGAN EXCHANGE TRADED F 3,906.0 $282K +486.0 +14.2% $72.28
1349 EPD ENTERPRISE PRODS PARTNERS L 7,673.0 $282K +1K +17.0% $36.76
1350 TLTE FLEXSHARES TR 3,638.0 $282K NEW $77.40 -0.5%
1351 UCON FIRST TR EXCHNG TRADED FD VI 11,312.0 $281K -1K -9.3% $24.88 -0.8%
1352 WCN WASTE CONNECTIONS INC Industrials 1,686.0 $281K -31.0 -1.8% $166.71 -0.3%
1353 BSY BENTLEY SYS INC Technology 9,300.0 $278K +8K +1034.2% $29.89 +23.5%
1354 IJK ISHARES TR 2,360.0 $277K +819.0 +53.1% $117.50 -2.6%
1355 PRFZ INVESCO EXCHANGE TRADED FD T 4,969.0 $277K -430.0 -8.0% $55.77 -0.3%
1356 ARTY ISHARES TR 3,635.0 $277K -628K -99.4% $76.16 -2.7%
1357 AVUV AMERICAN CENTY ETF TR 2,216.0 $276K +980.0 +79.3% $124.76 +0.5%
1358 APTIV PLC 4,482.0 $275K -637.0 -12.4% $61.38
1359 BIOHAVEN LTD 18,465.0 $275K -1K -7.4% $14.88
1360 OSIS OSI SYSTEMS INC Technology 1,248.0 $273K +507.0 +68.4% $218.70 -6.7%
Page 68 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%