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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 85 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SEIM SEI EXCHANGE TRADED FUNDS 1,461.0 $82K -46.0 -3.0% $56.15 -3.3%
1682 NVR NVR INC Consumer Cyclical 12.0 $82K $6813.42 -6.5%
1683 IVLU ISHARES TR 1,950.0 $82K +212.0 +12.2% $41.82 +6.2%
1684 JLL JONES LANG LASALLE INC Real Estate 263.0 $82K +43.0 +19.6% $309.95 +24.6%
1685 MAIN MAIN STR CAP CORP Financial Services 1,568.0 $81K +814.0 +108.0% $51.88 +12.6%
1686 TPIF TIMOTHY PLAN 2,177.0 $81K -525.0 -19.4% $37.31 +4.4%
1687 LTM LATAM AIRLINES GROUP SA Industrials 1,386.0 $81K +1K +734.9% $58.27 -9.9%
1688 U HAUL HOLDING COMPANY 1,398.0 $81K +1K +568.9% $57.70
1689 FXI ISHARES TR 2,548.0 $80K -464.0 -15.4% $31.59 +12.5%
1690 SKT TANGER INC Real Estate 2,037.0 $80K +502.0 +32.7% $39.47 -3.6%
1691 FRNW FIDELITY COVINGTON TRUST 3,294.0 $80K NEW $24.38 -7.8%
1692 UTG REAVES UTIL INCOME FD Financial Services 1,966.0 $80K -200.0 -9.2% $40.72 -5.3%
1693 JMBS JANUS DETROIT STR TR 1,771.0 $80K -728.0 -29.1% $44.99 -0.8%
1694 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 9,290.0 $80K -258.0 -2.7% $8.56 -3.3%
1695 FSMD FIDELITY COVINGTON TRUST 1,504.0 $80K +1K +10000.0% $52.86 -1.8%
1696 CATY CATHAY GEN BANCORP Financial Services 1,282.0 $79K +63.0 +5.2% $61.99 +0.1%
1697 WY WEYERHAEUSER CO Real Estate 3,309.0 $79K -665.0 -16.7% $23.94 +0.6%
1698 BOYD GROUP SERVICES INC 835.0 $79K +465.0 +125.7% $94.62
1699 XNTK SPDR SERIES TRUST 202.0 $79K +2.0 +1.0% $390.65 -8.7%
1700 BEN FRANKLIN RESOURCES INC Financial Services 2,354.0 $78K $33.27 +5.2%
Page 85 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%