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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 82 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 DLTR DOLLAR TREE INC Consumer Defensive 838.0 $101K -148.0 -15.0% $120.88 +9.3%
1622 PODD INSULET CORP Healthcare 662.0 $101K -41.0 -5.8% $152.15 -5.8%
1623 OKTA OKTA INC Technology 738.0 $101K +341.0 +85.9% $136.46 -1.5%
1624 SUJA LIFE INC 9,880.0 $100K NEW $10.16
1625 CLOI VANECK ETF TRUST 1,891.0 $100K -789.0 -29.4% $52.95 +0.0%
1626 JBHT HUNT J B TRANS SVCS INC Industrials 345.0 $100K +87.0 +33.7% $289.54 -8.9%
1627 IYH ISHARES TR 1,481.0 $99K +772.0 +108.9% $67.01 +9.5%
1628 ABVX ABIVAX SA Healthcare 742.0 $99K +116.0 +18.5% $133.26 -12.6%
1629 PCG PG&E CORP Utilities 5,828.0 $98K -66K -91.9% $16.82 +8.3%
1630 PXF INVESCO EXCH TRADED FD TR II 1,294.0 $98K +43.0 +3.4% $75.64 +5.2%
1631 CPA COPA HOLDINGS SA Industrials 625.0 $97K +441.0 +239.7% $155.57 -14.8%
1632 WTS WATTS WATER TECHNOLOGIES INC Industrials 247.0 $97K +194.0 +366.0% $391.45 -3.4%
1633 FNCL FIDELITY COVINGTON TRUST 1,262.0 $97K +214.0 +20.4% $76.56 +8.2%
1634 CQP CHENIERE ENERGY PARTNERS L P Energy 1,584.0 $97K NEW $60.95 +12.5%
1635 SFY TIDAL TRUST I 647.0 $96K -19.0 -2.9% $148.87 +1.6%
1636 SUSA ISHARES TR 621.0 $96K +18.0 +3.0% $154.33 +2.4%
1637 ILCV ISHARES TR 944.0 $96K -1K -57.2% $101.24 +7.2%
1638 ESI ELEMENT SOLUTIONS INC Basic Materials 1,993.0 $95K +2K +542.9% $47.75 -24.6%
1639 XYL XYLEM INC Industrials 799.0 $94K -790.0 -49.7% $118.26 -4.1%
1640 VIDI ETF SER SOLUTIONS 2,409.0 $94K NEW $39.01 +3.9%
Page 82 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%