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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 80 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 DCO DUCOMMUN INC DEL Industrials 642.0 $119K +142.0 +28.4% $185.21 +0.1%
1582 DFGP DIMENSIONAL ETF TRUST 2,183.0 $119K NEW $54.46 -1.8%
1583 OUNZ VANECK MERK GOLD ETF Financial Services 3,070.0 $118K +392.0 +14.6% $38.59 +14.4%
1584 ALMS ALUMIS INC Healthcare 4,209.0 $118K NEW $28.14 -16.1%
1585 FPX FIRST TR EXCHANGE-TRADED FD 573.0 $118K +163.0 +39.8% $206.18 -11.1%
1586 MAA MID-AMER APT CMNTYS INC Real Estate 849.0 $118K +183.0 +27.5% $138.92 -5.3%
1587 JBL JABIL INC Technology 304.0 $117K -7.0 -2.2% $385.69 -19.4%
1588 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,304.0 $116K -1K -44.3% $88.61 -36.4%
1589 SFL SFL CORPORATION LTD Industrials 11,291.0 $115K +11K +10000.0% $10.20 +17.9%
1590 NYT NEW YORK TIMES CO MTN BE Communication Services 1,644.0 $115K +327.0 +24.8% $69.98 -2.2%
1591 KNCT INVESCO EXCHANGE TRADED FD T 544.0 $115K +327.0 +150.7% $210.93 -7.5%
1592 AKAM AKAMAI TECHNOLOGIES INC Technology 970.0 $115K +526.0 +118.5% $118.21 -8.6%
1593 LDUR PIMCO ETF TR 1,195.0 $114K +41.0 +3.5% $95.61 -0.1%
1594 FSTA FIDELITY COVINGTON TRUST 2,148.0 $113K -129K -98.4% $52.55 +3.1%
1595 BOTZ GLOBAL X FDS 2,941.0 $112K +3K +942.9% $37.94 -6.1%
1596 ULTA ULTA BEAUTY INC Consumer Cyclical 247.0 $111K -9.0 -3.5% $450.32 +20.6%
1597 SDG ISHARES TR 1,235.0 $110K -27.0 -2.1% $89.43 +5.0%
1598 JCAP JEFFERSON CAPITAL INC Financial Services 5,669.0 $110K +4K +179.5% $19.47 +9.0%
1599 SPXL DIREXION SHARES ETF TRUST 406.0 $110K NEW $270.67 +5.9%
1600 JCPB J P MORGAN EXCHANGE TRADED F 2,325.0 $109K -3K -54.1% $46.94 -1.2%
Page 80 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%