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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 90 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 EES WISDOMTREE TR 864.0 $59K +113.0 +15.1% $67.79 +1.1%
1782 BKMI BNY MELLON ETF TRUST II 2,205.0 $58K NEW $26.44 -1.9%
1783 TDC TERADATA CORP DEL Technology 1,677.0 $58K +2K +1945.1% $34.65 -18.0%
1784 GTES GATES INDL CORP PLC Industrials 2,073.0 $58K -345.0 -14.3% $27.97 -5.1%
1785 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 3,983.0 $58K +658.0 +19.8% $14.54 +0.1%
1786 VSNT VERSANT MEDIA GROUP INC Industrials 1,597.0 $58K NEW $36.01 +11.2%
1787 CWST CASELLA WASTE SYS INC Industrials 592.0 $57K +463.0 +358.9% $96.97 -4.2%
1788 IHE ISHARES TR 579.0 $57K +114.0 +24.5% $99.01 +6.3%
1789 MGY MAGNOLIA OIL & GAS CORP Energy 2,233.0 $57K +126.0 +6.0% $25.58 +3.4%
1790 TDS TELEPHONE & DATA SYS INC Communication Services 1,543.0 $57K +247.0 +19.1% $37.01 -11.1%
1791 XAR SPDR SERIES TRUST 201.0 $57K -43.0 -17.6% $283.79 -6.2%
1792 FLNG FLEX LNG LTD Energy 2,032.0 $57K NEW $28.06 +12.0%
1793 ISCG ISHARES TR 866.0 $57K -5.0 -0.6% $65.54 -0.4%
1794 IWX ISHARES TR 539.0 $57K +452.0 +519.5% $105.16 +7.2%
1795 JVAL J P MORGAN EXCHANGE TRADED F 961.0 $56K $58.64 +2.2%
1796 BUYW NORTHERN LTS FD TR IV 3,896.0 $56K +4K +8754.5% $14.45 +0.7%
1797 SMA SMARTSTOP SELF STORAG REIT I Real Estate 1,725.0 $56K +711.0 +70.1% $32.50 +2.4%
1798 HAWKEYE 360 INC 2,770.0 $56K NEW $20.22
1799 MRNA MODERNA INC Healthcare 798.0 $56K +205.0 +34.6% $70.02 +103.8%
1800 EVR EVERCORE INC Financial Services 163.0 $56K +8.0 +5.2% $341.44 -15.0%
Page 90 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%