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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 84 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 IGPT INVESCO EXCHANGE TRADED FD T 846.0 $88K NEW $104.10 -11.9%
1662 VIGI VANGUARD WHITEHALL FDS 943.0 $88K -21.0 -2.2% $93.38 +5.5%
1663 PDI PIMCO DYNAMIC INCOME FD Financial Services 5,268.0 $88K NEW $16.70 -7.7%
1664 QCRH QCR HLDGS INC Financial Services 900.0 $88K +450.0 +100.0% $97.35 +3.5%
1665 IYF ISHARES TR 684.0 $87K +78.0 +12.9% $127.51 +7.9%
1666 GTLB GITLAB INC Technology 2,853.0 $87K -34K -92.2% $30.53 +35.3%
1667 AHCO ADAPTHEALTH CORP Healthcare 8,344.0 $87K +4K +85.8% $10.42 -45.6%
1668 JD JD.COM INC Consumer Cyclical 3,406.0 $87K +2K +194.1% $25.48 +12.9%
1669 ICF ISHARES TR 1,282.0 $87K +86.0 +7.2% $67.63 +1.6%
1670 IVOG VANGUARD ADMIRAL FDS INC 590.0 $86K $146.30 -1.7%
1671 BSCR INVESCO EXCH TRD SLF IDX FD 4,365.0 $86K NEW $19.61 -0.1%
1672 ANGL VANECK ETF TRUST 2,928.0 $86K -503.0 -14.7% $29.24 -0.5%
1673 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 5,366.0 $85K $15.93 -0.9%
1674 XME SPDR SERIES TRUST 797.0 $85K +225.0 +39.3% $106.93 +12.5%
1675 U UNITY SOFTWARE INC Technology 2,952.0 $84K -2K -39.7% $28.58 +55.3%
1676 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 15,982.0 $84K -2K -12.6% $5.27 +2.7%
1677 IJT ISHARES TR 468.0 $84K +49.0 +11.7% $178.60 -2.9%
1678 ACWV ISHARES INC 694.0 $83K -59.0 -7.8% $120.23 +6.0%
1679 VOD VODAFONE GROUP PLC Communication Services 6,269.0 $83K +4K +175.6% $13.23 +20.5%
1680 HUSV FIRST TR EXCH TRADED FD III 2,100.0 $82K NEW $39.28 +5.0%
Page 84 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%