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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 76 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 SLF SUN LIFE FINANCIAL INC. Financial Services 2,059.0 $161K +234.0 +12.8% $78.42 +0.8%
1502 ISTB ISHARES TR 3,341.0 $161K -764.0 -18.6% $48.25 -0.3%
1503 ARCC ARES CAPITAL CORP Financial Services 8,665.0 $161K +2K +26.9% $18.53 +7.4%
1504 CSTL CASTLE BIOSCIENCES INC Healthcare 6,710.0 $160K +1K +26.9% $23.85 +42.9%
1505 PKG PACKAGING CORP AMER Consumer Cyclical 653.0 $156K +120.0 +22.5% $238.42 +3.5%
1506 ESS ESSEX PPTY TR INC Real Estate 534.0 $156K +36.0 +7.2% $291.33 -1.1%
1507 CLSM EXCHANGE LISTED FDS TR 5,645.0 $156K -94.0 -1.6% $27.55 -0.5%
1508 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 1,634.0 $154K NEW $94.20 -56.1%
1509 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3,202.0 $153K +1K +67.9% $47.81 -9.1%
1510 IONQ IONQ INC Technology 2,868.0 $153K +3K +1033.6% $53.26 -24.8%
1511 VCYT VERACYTE INC Healthcare 2,594.0 $152K +386.0 +17.5% $58.73 -24.6%
1512 TV GRUPO TELEVISA S A B Communication Services 56,077.0 $152K +3K +5.7% $2.71 +6.3%
1513 XSMO INVESCO EXCHANGE TRADED FD T 1,623.0 $152K +273.0 +20.2% $93.63 -8.5%
1514 NOBL PROSHARES TR 2,704.0 $152K +1K +104.8% $56.16 +4.7%
1515 BIBL NORTHERN LTS FD TR IV 2,623.0 $152K +2K +136.9% $57.88 -2.7%
1516 DFEM DIMENSIONAL ETF TRUST 3,717.0 $151K +3K +878.2% $40.64 -1.1%
1517 CRUS CIRRUS LOGIC INC Technology 1,011.0 $150K +378.0 +59.7% $148.53 -25.7%
1518 SMMD ISHARES TR 1,636.0 $150K +2K +8988.9% $91.63 -0.1%
1519 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 5,308.0 $150K +2K +72.2% $28.24 +10.4%
1520 IJJ ISHARES TR 1,014.0 $150K -170.0 -14.4% $147.66 +0.5%
Page 76 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%