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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 75 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 VTRS VIATRIS INC Healthcare 11,040.0 $175K +2K +19.0% $15.88 +6.0%
1482 DINO HF SINCLAIR CORP Energy 2,484.0 $173K -366.0 -12.8% $69.65 +39.3%
1483 VVV VALVOLINE INC Energy 4,363.0 $173K +1K +36.2% $39.54 -16.9%
1484 SCHM SCHWAB STRATEGIC TR 4,617.0 $170K +705.0 +18.0% $36.87 -2.3%
1485 ESLT ELBIT SYS LTD Industrials 223.0 $169K +10.0 +4.7% $758.72 -5.4%
1486 NBXG NEUBERGER NEXT GENERATION Financial Services 10,222.0 $169K +54.0 +0.5% $16.54 -7.9%
1487 RCI ROGERS COMMUNICATIONS INC Communication Services 5,191.0 $169K -23K -81.4% $32.50 +13.5%
1488 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 872.0 $168K +37.0 +4.4% $193.16 +5.8%
1489 GLOBUS MED INC 2,131.0 $168K +822.0 +62.8% $79.01
1490 HIW HIGHWOODS PPTYS INC Real Estate 5,551.0 $167K -37K -86.8% $30.16 +5.0%
1491 BSMS INVESCO EXCH TRD SLF IDX FD 7,096.0 $166K NEW $23.44 -0.4%
1492 KNTK KINETIK HOLDINGS INC Energy 3,421.0 $165K +971.0 +39.6% $48.34 +15.0%
1493 SOURCE CAPITAL 3,586.0 $165K +493.0 +15.9% $45.97
1494 XT ISHARES TR 1,993.0 $165K -585.0 -22.7% $82.63 -0.6%
1495 AES AES CORP Utilities 11,210.0 $164K -127K -91.9% $14.66 +0.5%
1496 VONV VANGUARD SCOTTSDALE FDS 1,543.0 $164K +231.0 +17.6% $106.31 +6.6%
1497 IFRA ISHARES TR 2,597.0 $164K +1K +116.8% $63.04 -4.5%
1498 FNX FIRST TR EXCHANGE-TRADED ALP 1,117.0 $163K +143.0 +14.7% $146.35 -0.4%
1499 TPLC TIMOTHY PLAN 3,246.0 $163K -1K -25.2% $50.35 +1.8%
1500 XSOE WISDOMTREE TR 3,319.0 $163K +133.0 +4.2% $49.18 -2.9%
Page 75 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%