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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 78 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 SCHE SCHWAB STRATEGIC TR 3,851.0 $140K +362.0 +10.4% $36.26 +2.3%
1542 PALC PACER FDS TR 2,319.0 $139K +2K +499.2% $59.75 -2.0%
1543 ADUS ADDUS HOMECARE CORP Healthcare 1,369.0 $138K +140.0 +11.4% $100.47 +20.1%
1544 LQDH ISHARES U S ETF TR 1,471.0 $137K -23K -94.1% $93.13 -0.3%
1545 IRTC IRHYTHM HOLDINGS INC Healthcare 1,151.0 $137K +520.0 +82.4% $118.95 +0.2%
1546 DCOR DIMENSIONAL ETF TRUST 1,653.0 $136K +366.0 +28.4% $81.98 +3.1%
1547 DNLI DENALI THERAPEUTICS INC Healthcare 5,216.0 $134K +29.0 +0.6% $25.72 -4.5%
1548 AIA ISHARES TR 946.0 $134K +183.0 +24.0% $141.66 -2.1%
1549 BLDX IMPAX FUNDS SERIES TRUST I 5,139.0 $134K NEW $26.06 +0.7%
1550 PTMC PACER FDS TR 3,199.0 $134K +1K +81.2% $41.83 -0.8%
1551 ACIW ACI WORLDWIDE INC Technology 2,657.0 $134K -1K -29.5% $50.29 +5.5%
1552 JHG JANUS HENDERSON GROUP PLC Financial Services 2,566.0 $133K +1K +82.4% $51.95 -0.0%
1553 EWX SPDR INDEX SHS FDS 1,794.0 $133K -448K -99.6% $74.31 -1.6%
1554 IYY ISHARES TR 730.0 $133K -50.0 -6.4% $182.28 +2.4%
1555 HLX HELIX ENERGY SOLUTIONS GRP I Energy 15,135.0 $132K +2K +12.2% $8.74 +12.0%
1556 KEP KOREA ELEC PWR CORP Utilities 10,896.0 $132K -283K -96.3% $12.10 +1.2%
1557 WTV WISDOMTREE TR 1,291.0 $131K +486.0 +60.4% $101.72 +6.6%
1558 ITRN ITURAN LOCATION AND CONTROL Technology 2,130.0 $130K +180.0 +9.2% $61.01 -14.6%
1559 CLH CLEAN HARBORS INC Industrials 432.0 $129K +37.0 +9.4% $298.75 +5.0%
1560 AGO ASSURED GUARANTY LTD Financial Services 1,609.0 $129K +85.0 +5.6% $80.16 -5.3%
Page 78 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%