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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 83 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 VNLA JANUS DETROIT STR TR 1,920.0 $94K +35.0 +1.9% $48.87 +0.2%
1642 CNC CENTENE CORP DEL Healthcare 1,460.0 $94K +308.0 +26.7% $64.19 +2.0%
1643 VIAV VIAVI SOLUTIONS INC Technology 1,962.0 $94K -2K -44.0% $47.75 -18.8%
1644 JPRE J P MORGAN EXCHANGE TRADED F 1,788.0 $93K -23.0 -1.3% $52.18 +2.7%
1645 CNQ CANADIAN NAT RES LTD MED TER Energy 2,359.0 $93K +101.0 +4.5% $39.50 +25.7%
1646 GIB CGI INC Technology 1,442.0 $93K $64.57 +13.4%
1647 QUANTINUUM INC 1,131.0 $92K NEW $81.74
1648 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 719.0 $92K -256.0 -26.3% $128.55 +1.4%
1649 GDV GABELLI DIVID & INCOME TR Financial Services 3,123.0 $92K +3K +472.0% $29.40 +3.6%
1650 NHI NATIONAL HEALTH INVS INC Real Estate 1,201.0 $92K +6.0 +0.5% $76.26 -3.8%
1651 EUSA ISHARES INC 802.0 $92K -1K -62.3% $114.19 +3.7%
1652 TPL TEXAS PACIFIC LAND CORPORATI Energy 209.0 $91K -10.0 -4.6% $437.71 -15.6%
1653 CNI CANADIAN NATL RY CO Industrials 758.0 $90K -5K -87.3% $119.24 +7.0%
1654 SWK STANLEY BLACK & DECKER INC Industrials 956.0 $90K +222.0 +30.2% $94.09 +6.0%
1655 FORBRIGHT INC 4,863.0 $89K NEW $18.29
1656 NG NOVAGOLD RESOURCES INC Basic Materials 14,890.0 $89K NEW $5.97 +56.1%
1657 BDVL BLACKROCK ETF TRUST 3,414.0 $89K +1K +43.3% $25.98 +3.0%
1658 XVV ISHARES TR 1,556.0 $88K +100.0 +6.9% $56.79 +3.2%
1659 SKY CHAMPION HOMES INC Consumer Cyclical 1,001.0 $88K +145.0 +16.9% $88.12 +3.5%
1660 IDLV INVESCO EXCH TRADED FD TR II 2,556.0 $88K $34.49 +5.1%
Page 83 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%