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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 79 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 RGA REINSURANCE GROUP AMER INC Financial Services 606.0 $129K +40.0 +7.1% $212.67 +15.9%
1562 XMMO INVESCO EXCHANGE TRADED FD T 757.0 $129K +328.0 +76.5% $170.14 -8.0%
1563 EZU ISHARES INC 1,853.0 $129K +840.0 +82.9% $69.50 +2.7%
1564 NFRA FLEXSHARES TR 2,005.0 $129K -871.0 -30.3% $64.12 +3.4%
1565 LUV SOUTHWEST AIRLS CO Industrials 2,485.0 $128K -146.0 -5.5% $51.41 -20.9%
1566 FENI FIDELITY COVINGTON TRUST 3,166.0 $127K +215.0 +7.3% $40.13 +3.8%
1567 EGP EASTGROUP PPTYS INC Real Estate 626.0 $127K +135.0 +27.5% $202.53 -0.9%
1568 LEA LEAR CORP Consumer Cyclical 944.0 $127K -92.0 -8.9% $134.06 -7.2%
1569 FTCA PUTNAM ETF TRUST 16,933.0 $126K -5K -23.3% $7.42 -2.5%
1570 AGYS AGILYSYS INC Technology 1,192.0 $125K +45.0 +3.9% $104.50 +9.7%
1571 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,102.0 $124K -875.0 -44.3% $112.78 +14.2%
1572 AVEX AEVEX CORP Industrials 5,921.0 $124K NEW $20.89 -12.2%
1573 GBF ISHARES TR 1,190.0 $124K -707.0 -37.3% $103.83 -1.2%
1574 HLNE HAMILTON LANE INC Financial Services 1,551.0 $122K +173.0 +12.6% $78.83 +33.5%
1575 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 12,448.0 $122K +10K +454.2% $9.81 +1.4%
1576 RPG INVESCO EXCHANGE TRADED FD T 1,876.0 $120K -250.0 -11.8% $63.85 -9.3%
1577 PSTG EVERPURE INC 1,520.0 $120K +1K +229.7% $78.79
1578 SMMU PIMCO ETF TR 2,362.0 $119K +2K +359.5% $50.50 -0.4%
1579 LRGF ISHARES TR 1,575.0 $119K +480.0 +43.8% $75.62 +3.3%
1580 DOL WISDOMTREE TR 1,600.0 $119K $74.36 +3.8%
Page 79 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%