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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 69 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 SDVY FIRST TR EXCHANGE TRADED FD 6,286.0 $271K +694.0 +12.4% $43.14 +1.6%
1362 CUZ COUSINS PPTYS INC Real Estate 8,963.0 $269K +3K +46.5% $29.98 +0.7%
1363 ISHARES TR 5,360.0 $266K -5K -50.1% $49.55
1364 SPLV INVESCO EXCH TRADED FD TR II 3,540.0 $265K +22.0 +0.6% $74.90 +1.0%
1365 TPC TUTOR PERINI CORP Industrials 3,193.0 $265K +3K +10000.0% $82.97 +5.3%
1366 GSST GOLDMAN SACHS ETF TR 5,231.0 $265K -895.0 -14.6% $50.58 -0.0%
1367 GPOR GULFPORT ENERGY CORP Energy 1,553.0 $264K +233.0 +17.6% $169.70 +1.6%
1368 INVH INVITATION HOMES INC Real Estate 8,690.0 $263K +3K +48.0% $30.21 +0.0%
1369 WTRG ESSENTIAL UTILS INC Utilities 6,852.0 $262K -461.0 -6.3% $38.31 +6.4%
1370 MGC VANGUARD WORLD FD 959.0 $262K -1K -56.8% $273.63 +2.5%
1371 CMP COMPASS MINERALS INTL INC Basic Materials 8,368.0 $260K -36K -81.3% $31.13 -21.1%
1372 RNST RENASANT CORP Financial Services 6,120.0 $260K NEW $42.54 -3.6%
1373 VONE VANGUARD SCOTTSDALE FDS 768.0 $260K -356.0 -31.7% $338.72 +2.5%
1374 RIOT RIOT PLATFORMS INC Financial Services 9,474.0 $259K +5K +105.4% $27.38 -22.2%
1375 PTEN PATTERSON-UTI ENERGY INC Energy 28,230.0 $259K +6K +28.2% $9.18 +25.5%
1376 SHE SPDR SERIES TRUST 1,666.0 $257K -111.0 -6.2% $154.44 +2.9%
1377 KB KB FINL GROUP INC Financial Services 2,449.0 $257K +2K +158.6% $104.97 +15.0%
1378 AMH AMERICAN HOMES 4 RENT Real Estate 7,646.0 $256K +2K +27.5% $33.52 +3.1%
1379 AVLV AMERICAN CENTY ETF TR 2,800.0 $255K +673.0 +31.6% $91.21 +3.5%
1380 UPWK UPWORK INC Industrials 30,452.0 $255K -7K -19.4% $8.36 +4.5%
Page 69 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%