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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 70 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 VIRT VIRTU FINL INC Financial Services 4,244.0 $253K +4K +585.6% $59.57 +9.5%
1382 VOOV VANGUARD ADMIRAL FDS INC 1,147.0 $251K +23.0 +2.0% $219.21 +4.6%
1383 DWX SPDR INDEX SHS FDS 5,453.0 $251K -74.0 -1.3% $45.96 +5.4%
1384 MTZ MASTEC INC Industrials 601.0 $250K +170.0 +39.4% $416.06 -40.7%
1385 CCJ CAMECO CORP Energy 2,442.0 $249K -184.0 -7.0% $101.84 +5.0%
1386 SKYY FIRST TR EXCHANGE-TRADED FD 1,832.0 $247K -25K -93.0% $134.56 +17.9%
1387 CGHY CAPITAL GRP FIXED INCM ETF T 9,699.0 $246K NEW $25.33 -0.0%
1388 GNRC GENERAC HLDGS INC Industrials 837.0 $245K +759.0 +973.1% $292.81 -31.1%
1389 WSFS WSFS FINL CORP Financial Services 3,194.0 $245K $76.73 +2.4%
1390 FPS FORGENT POWER SOLUTIONS INC Industrials 4,358.0 $243K NEW $55.86 -42.4%
1391 DFIV DIMENSIONAL ETF TRUST 4,479.0 $242K +2K +89.5% $54.02 +8.1%
1392 SPEU SPDR INDEX SHS FDS 4,363.0 $239K $54.88 +5.0%
1393 HEFA ISHARES TR 5,042.0 $237K -5K -49.9% $46.92 +1.2%
1394 IWY ISHARES TR 806.0 $234K -295.0 -26.8% $290.62 -2.0%
1395 IGRO ISHARES TR 2,663.0 $234K -340.0 -11.3% $87.93 +6.1%
1396 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 5,097.0 $234K +5K +3913.4% $45.91 +24.3%
1397 AIR AAR CORP Industrials 1,636.0 $234K +185.0 +12.8% $142.93 -5.3%
1398 CBOE CBOE GLOBAL MKTS INC Financial Services 947.0 $230K +726.0 +328.5% $242.55 +27.3%
1399 CARNIVAL CORP LTD 8,008.0 $229K NEW $28.57
1400 EQH EQUITABLE HLDGS INC Financial Services 5,214.0 $229K -15K -74.5% $43.88 +11.5%
Page 70 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%