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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 88 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 VFLO VICTORY PORTFOLIOS II 1,453.0 $66K +704.0 +94.0% $45.75 +21.4%
1742 IMCV ISHARES TR 724.0 $66K +13.0 +1.8% $91.38 +7.4%
1743 BCPC BALCHEM CORP Basic Materials 387.0 $65K +7.0 +1.8% $168.95 +5.5%
1744 SBCF SEACOAST BKG CORP FLA Financial Services 1,963.0 $65K +14.0 +0.7% $33.25 +3.0%
1745 HFXI NEW YORK LIFE INVESTMENTS ET 1,713.0 $65K +1K +678.6% $38.09 +0.4%
1746 QTWO Q2 HLDGS INC Technology 1,356.0 $65K +1K +1059.0% $48.10 +37.1%
1747 FSS FEDERAL SIGNAL CORP Industrials 503.0 $65K +379.0 +305.6% $128.56 -6.6%
1748 HTHT H WORLD GROUP LTD Consumer Cyclical 1,549.0 $65K -1K -48.5% $41.72 +15.2%
1749 IRT INDEPENDENCE RLTY TR INC Real Estate 3,872.0 $65K +2K +84.7% $16.69 -1.3%
1750 PRAY FIS TR 1,814.0 $64K NEW $35.45 +1.1%
1751 CALX CALIX INC Technology 1,720.0 $64K +2K +2865.5% $37.32 +1.5%
1752 FQAL FIDELITY COVINGTON TRUST 788.0 $64K +522.0 +196.2% $81.36 +4.7%
1753 ARKK ARK ETF TR 793.0 $64K +776.0 +4564.7% $80.82 +8.3%
1754 BPOP POPULAR INC Financial Services 390.0 $64K -1K -79.1% $164.18 +3.2%
1755 KCE SPDR SERIES TRUST 432.0 $64K -243.0 -36.0% $147.24 +16.8%
1756 J JACOBS SOLUTIONS INC Industrials 502.0 $63K -548.0 -52.2% $126.03 +20.0%
1757 JBS N.V. 5,287.0 $63K -822.0 -13.5% $11.85
1758 GLRY NORTHERN LTS FD TR IV 1,433.0 $63K -428.0 -23.0% $43.69 -9.2%
1759 DTD WISDOMTREE TR 669.0 $62K $93.25 +4.4%
1760 VICTORY PORTFOLIOS II 1,817.0 $62K $34.28
Page 88 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%