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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 72 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SCCO SOUTHERN COPPER CORP Basic Materials 1,238.0 $216K +230.0 +22.8% $174.31 +26.0%
1422 FXL FIRST TR EXCHANGE-TRADED FD 993.0 $216K +341.0 +52.3% $217.22 -2.2%
1423 DOCN DIGITALOCEAN HLDGS INC Technology 1,360.0 $214K +1K +10000.0% $157.03 -28.3%
1424 IVT INVENTRUST PPTYS CORP Real Estate 6,018.0 $213K +750.0 +14.2% $35.40 -7.7%
1425 MKL MARKEL GROUP INC Financial Services 109.0 $213K +65.0 +147.7% $1953.01 -7.4%
1426 EPI WISDOMTREE TR 4,947.0 $212K -365.0 -6.9% $42.78 +1.6%
1427 EWJ ISHARES INC 2,265.0 $211K +1K +109.3% $93.27 +2.5%
1428 AYI ACUITY INC Industrials 559.0 $211K -58.0 -9.4% $376.70 -9.8%
1429 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,203.0 $208K +72.0 +6.4% $173.12 -5.4%
1430 FTDR FRONTDOOR INC Consumer Cyclical 2,683.0 $208K -24K -90.0% $77.59 +7.7%
1431 VRNS VARONIS SYS INC Technology 4,945.0 $207K +938.0 +23.4% $41.96 -2.7%
1432 VBIL VANGUARD INSTL INDEX FD 2,721.0 $206K NEW $75.68 -0.0%
1433 RJF RAYMOND JAMES FINL INC Financial Services 1,350.0 $205K +319.0 +30.9% $152.03 +14.9%
1434 RB GLOBAL INC 1,754.0 $204K +1K +136.4% $116.45
1435 IETC ISHARES U S ETF TR 1,898.0 $204K -208K -99.1% $107.35 +0.0%
1436 CHRD CHORD ENERGY CORPORATION Energy 1,767.0 $202K +458.0 +35.0% $114.30 +23.1%
1437 CALY CALLAWAY GOLF CO Consumer Cyclical 10,747.0 $202K +6K +111.4% $18.79 -17.7%
1438 PERIMETER SOLUTIONS INC 5,662.0 $202K +5K +2146.8% $35.65
1439 TWLO TWILIO INC Communication Services 977.0 $202K +387.0 +65.6% $206.25 +8.6%
1440 YSWY YESWAY INC 9,918.0 $201K NEW $20.30 +22.7%
Page 72 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%