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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 89 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 WBS WEBSTER FINL CORP Financial Services 812.0 $62K -2K -69.2% $76.42 +1.5%
1762 VERSIGENT PLC 1,475.0 $62K NEW $42.01
1763 PKW INVESCO EXCHANGE TRADED FD T 437.0 $62K -51.0 -10.4% $141.66 +7.6%
1764 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,660.0 $62K +1K +347.4% $37.12 -11.4%
1765 PFM INVESCO EXCHANGE TRADED FD T 1,111.0 $62K +1K +900.9% $55.45 +3.5%
1766 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,015.0 $62K -208.0 -17.0% $60.65 +22.5%
1767 ESGV VANGUARD WORLD FD 465.0 $61K -2K -76.6% $132.24 +3.5%
1768 AROC ARCHROCK INC Energy 1,507.0 $61K +1K +1270.0% $40.71 -23.3%
1769 MTH MERITAGE HOMES CORP Consumer Cyclical 730.0 $61K +192.0 +35.7% $83.85 -15.4%
1770 MEDP MEDPACE HLDGS INC Healthcare 115.0 $61K -55.0 -32.4% $529.59 +16.3%
1771 RNRG GLOBAL X FDS 1,709.0 $61K $35.61 -2.9%
1772 CPNG COUPANG INC Consumer Cyclical 3,486.0 $61K -4K -51.2% $17.37 -6.4%
1773 BKLC BNY MELLON ETF TRUST 422.0 $61K +74.0 +21.3% $47.80 +3.1%
1774 CDRE CADRE HLDGS INC Industrials 2,113.0 $60K +718.0 +51.5% $28.51 +9.6%
1775 KRE SPDR SERIES TRUST 802.0 $60K -257.0 -24.3% $74.85 -0.8%
1776 CR CRANE COMPANY Industrials 267.0 $60K +66.0 +32.8% $223.07 -6.4%
1777 DGRS WISDOMTREE TR 1,002.0 $59K $59.33 +0.8%
1778 CNS COHEN & STEERS INC Financial Services 778.0 $59K +102.0 +15.1% $76.14 +9.6%
1779 MANH MANHATTAN ASSOCIATES INC Technology 425.0 $59K -163.0 -27.7% $139.25 +62.2%
1780 ISCB ISHARES TR 778.0 $59K -370.0 -32.2% $75.51 +1.1%
Page 89 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%