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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 73 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 AVDE AMERICAN CENTY ETF TR 2,245.0 $200K +352.0 +18.6% $89.18 +6.2%
1442 CRTO CRITEO S A Communication Services 10,935.0 $200K +2K +22.6% $18.28 -5.4%
1443 GDIV HARBOR ETF TRUST 10,702.0 $197K $18.44 +3.2%
1444 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 9,179.0 $197K +6K +203.9% $21.45 +22.4%
1445 PNR PENTAIR PLC Industrials 2,566.0 $197K -1K -28.5% $76.67 -18.5%
1446 CSL CARLISLE COS INC Industrials 542.0 $197K +19.0 +3.6% $362.75 +0.1%
1447 JPEM J P MORGAN EXCHANGE TRADED F 3,130.0 $197K NEW $62.78 +6.2%
1448 ARCB ARCBEST CORP Industrials 1,367.0 $196K +159.0 +13.2% $143.54 -5.6%
1449 FELC FIDELITY COVINGTON TRUST 4,665.0 $196K +2K +69.9% $41.91 +3.6%
1450 CART MAPLEBEAR INC Consumer Cyclical 4,129.0 $196K -88K -95.5% $47.35 +8.8%
1451 DOW DOW HLDGS INC Basic Materials 7,115.0 $195K +3K +62.4% $27.36 +10.2%
1452 MWA MUELLER WTR PRODS INC Industrials 7,507.0 $194K +526.0 +7.5% $25.83 -3.4%
1453 FNDA SCHWAB STRATEGIC TR 5,089.0 $194K +581.0 +12.9% $38.06 -1.4%
1454 IDA IDACORP INC Utilities 1,277.0 $193K +121.0 +10.5% $151.30 -9.0%
1455 PRVA PRIVIA HEALTH GROUP INC Healthcare 7,476.0 $192K +702.0 +10.4% $25.73 -17.6%
1456 BBH TR 11,001.0 $191K NEW $17.40
1457 DAR DARLING INGREDIENTS INC Consumer Defensive 3,501.0 $191K +649.0 +22.8% $54.62 +14.6%
1458 CMC COMMERCIAL METALS CO Basic Materials 3,033.0 $190K -686.0 -18.4% $62.75 +6.5%
1459 ILMN ILLUMINA INC Healthcare 1,082.0 $190K $175.83 +28.0%
1460 IEX IDEX CORP Industrials 837.0 $190K -2K -74.5% $226.97 +1.5%
Page 73 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%