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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 77 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BBY BEST BUY INC Consumer Cyclical 1,972.0 $150K +739.0 +59.9% $75.90 +15.2%
1522 JHML JOHN HANCOCK EXCHANGE TRADED 1,673.0 $149K +1K +159.8% $89.18 +2.1%
1523 NGVT INGEVITY CORP Basic Materials 1,977.0 $148K +532.0 +36.8% $74.67 -6.8%
1524 HDB HDFC BANK LTD Financial Services 5,699.0 $147K -569.0 -9.1% $25.83 -10.3%
1525 AQN ALGONQUIN POWER & UTILITIES Utilities 24,975.0 $146K +5K +23.4% $5.86 -2.6%
1526 GPCR STRUCTURE THERAPEUTICS INC Healthcare 2,726.0 $146K +631.0 +30.1% $53.67 -8.0%
1527 GDDY GODADDY INC Technology 1,724.0 $146K -772.0 -30.9% $84.86 +12.6%
1528 CCI CROWN CASTLE INC Real Estate 1,922.0 $146K -20K -91.3% $75.72 -0.2%
1529 SAIA SAIA INC Industrials 345.0 $145K +32.0 +10.2% $421.16 -16.9%
1530 BIDD BLACKROCK ETF TRUST 4,825.0 $145K -582.0 -10.8% $30.02 +3.4%
1531 TDY TELEDYNE TECHNOLOGIES INC Technology 216.0 $144K +44.0 +25.6% $666.90 -5.0%
1532 GQRE FLEXSHARES TR 2,246.0 $144K +121.0 +5.7% $64.00 +1.1%
1533 BYD BOYD GAMING CORP Consumer Cyclical 1,620.0 $143K +196.0 +13.8% $88.33 -8.7%
1534 EXPAND ENERGY CORPORATION 1,569.0 $143K +1K +279.0% $91.19
1535 RWL INVESCO EXCH TRADED FD TR II 1,116.0 $143K +641.0 +134.9% $127.76 +5.4%
1536 LIBERTY MEDIA CORP DEL 1,495.0 $142K +566.0 +60.9% $95.14
1537 BUFQ FIRST TR EXCHNG TRADED FD VI 3,619.0 $142K +3K +264.8% $39.27 +0.7%
1538 GRUPO CIBEST SA 1,789.0 $142K +2K +777.0% $79.44
1539 POCT INNOVATOR ETFS TRUST 3,055.0 $142K $46.41 +2.0%
1540 VKTX VIKING THERAPEUTICS INC Healthcare 3,634.0 $142K +226.0 +6.6% $39.01 -11.9%
Page 77 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%