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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 81 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 BUFD FIRST TR EXCHNG TRADED FD VI 3,667.0 $109K -479.0 -11.6% $29.72 +1.8%
1602 WLY WILEY JOHN & SONS INC Communication Services 2,246.0 $109K NEW $48.51 +9.5%
1603 CYD CHINA YUCHAI INTL LTD Industrials 2,287.0 $108K +301.0 +15.2% $47.41 -16.0%
1604 PCVX VAXCYTE INC Healthcare 1,851.0 $108K -44.0 -2.3% $58.13 +5.1%
1605 IMNM IMMUNOME INC Healthcare 5,071.0 $107K +2K +64.0% $21.19 +35.7%
1606 SMURFIT WESTROCK PLC 2,321.0 $107K +240.0 +11.5% $46.26
1607 SBAC SBA COMMUNICATIONS CORP Real Estate 608.0 $107K +258.0 +73.7% $176.49 +5.4%
1608 HQY HEALTHEQUITY INC Healthcare 1,187.0 $107K -264.0 -18.2% $90.32 +15.6%
1609 PSET PRINCIPAL EXCHANGE TRADED FD 1,413.0 $107K -46.0 -3.1% $75.80 +5.9%
1610 MMIT NEW YORK LIFE INVTS ACTIVE E 4,373.0 $106K -508.0 -10.4% $24.35 -1.5%
1611 NTSK NETSKOPE INC Technology 9,687.0 $106K +4K +64.8% $10.94 +27.2%
1612 DTM DT MIDSTREAM INC Energy 721.0 $106K +285.0 +65.4% $146.74 -9.7%
1613 MEG ONTERRIS INC Industrials 5,217.0 $105K +2K +53.6% $20.21 -17.8%
1614 LAZ LAZARD INC Financial Services 2,499.0 $105K -2K -41.8% $41.94 +2.0%
1615 ALB ALBEMARLE CORP Basic Materials 769.0 $104K -13.0 -1.7% $134.97 -0.3%
1616 MART AIM ETF PRODUCTS TRUST 2,468.0 $103K -82.0 -3.2% $41.93 +2.1%
1617 MINO PIMCO ETF TR 2,256.0 $103K -51.0 -2.2% $45.76 -2.2%
1618 LFST LIFESTANCE HEALTH GROUP INC Healthcare 9,619.0 $103K +2K +19.5% $10.71 +13.4%
1619 IMCR IMMUNOCORE HLDGS PLC Healthcare 3,213.0 $102K -28K -89.9% $31.75 +16.9%
1620 NOVT NOVANTA INC Technology 627.0 $102K +86.0 +15.9% $162.24 -11.3%
Page 81 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%