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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 74 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 RDNT RADNET INC Healthcare 3,073.0 $190K +122.0 +4.1% $61.67 +23.0%
1462 DT DYNATRACE INC Technology 4,304.0 $189K -32K -88.2% $43.91 +16.6%
1463 CROX CROCS INC Consumer Cyclical 1,561.0 $188K +2K +10000.0% $120.65 +2.9%
1464 PNW PINNACLE WEST CAP CORP Utilities 1,746.0 $187K +452.0 +34.9% $107.00 -7.8%
1465 USFD US FOODS HLDG CORP Consumer Defensive 1,815.0 $186K +834.0 +85.0% $102.23 +5.9%
1466 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 1,833.0 $183K +739.0 +67.5% $100.09 +9.0%
1467 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 2,250.0 $183K +2K +807.3% $81.51 +9.8%
1468 BN BROOKFIELD CORP Financial Services 4,306.0 $183K +3K +206.5% $42.59 -1.7%
1469 FTRE FORTREA HLDGS INC Healthcare 10,470.0 $182K -26K -70.9% $17.40 +5.4%
1470 AOS SMITH A O CORP Industrials 2,896.0 $182K +445.0 +18.2% $62.71 -0.3%
1471 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 3,011.0 $181K -186.0 -5.8% $60.22 +23.7%
1472 WFRD WEATHERFORD INTL PLC Energy 2,217.0 $181K +163.0 +7.9% $81.50 +7.1%
1473 BOND PIMCO ETF TR 1,938.0 $179K +777.0 +66.9% $92.21 -1.4%
1474 ONEQ FIDELITY COMWLTH TR 1,727.0 $178K +1K +174.6% $103.24 -0.4%
1475 PWB INVESCO EXCHANGE TRADED FD T 1,053.0 $177K +563.0 +114.9% $168.46 -7.1%
1476 IHDG WISDOMTREE TR 3,379.0 $177K +250.0 +8.0% $52.38 +2.2%
1477 DHT DHT HOLDINGS INC Energy 10,703.0 $177K +11K +8394.4% $16.53 +11.7%
1478 XSD SPDR SERIES TRUST 283.0 $177K +105.0 +59.0% $623.70 -21.3%
1479 CACI CACI INTL INC Technology 381.0 $177K +131.0 +52.4% $463.26 +33.7%
1480 BWFG BANKWELL FINL GROUP INC Financial Services 3,000.0 $176K NEW $58.75 +12.6%
Page 74 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%