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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 91 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 SCHZ SCHWAB STRATEGIC TR 2,386.0 $55K -451.0 -15.9% $23.13 -1.2%
1802 MECHANICS BANCORP 3,460.0 $55K $15.90
1803 SKYWARD SPECIALTY INS GROUP 942.0 $55K $58.35
1804 FRVO FERVO ENERGY CO 1,877.0 $55K NEW $29.23 -45.9%
1805 EMLP FIRST TR EXCHANGE-TRADED FD 1,258.0 $55K +286.0 +29.4% $43.50 +1.7%
1806 CVLT COMMVAULT SYS INC Technology 382.0 $54K +56.0 +17.2% $141.73 -0.4%
1807 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,047.0 $54K $51.65 -1.0%
1808 TRMK TRUSTMARK CORP Financial Services 1,168.0 $54K +955.0 +448.4% $46.01 +0.2%
1809 TXT TEXTRON INC Industrials 584.0 $54K +86.0 +17.3% $91.73 -10.0%
1810 SCHY SCHWAB STRATEGIC TR 1,688.0 $54K -383.0 -18.5% $31.73 +5.0%
1811 INDB INDEPENDENT BK CORP MASS Financial Services 636.0 $53K +96.0 +17.8% $83.72 -1.7%
1812 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1,409.0 $53K +816.0 +137.6% $37.76 +14.5%
1813 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 1,458.0 $53K +202.0 +16.1% $36.49 +5.9%
1814 PEXL PACER FDS TR 700.0 $53K NEW $75.82 -5.1%
1815 AVSC AMERICAN CENTY ETF TR 723.0 $53K +696.0 +2577.8% $73.34 +0.5%
1816 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 2,012.0 $53K +495.0 +32.6% $26.22 -4.9%
1817 IHI ISHARES TR 1,058.0 $52K -80.0 -7.0% $49.41 +11.0%
1818 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 2,040.0 $52K +2K +367.9% $25.55 +1.5%
1819 WWJD NORTHERN LTS FD TR IV 1,363.0 $52K +1K +762.7% $38.13 +7.9%
1820 SYLD CAMBRIA ETF TR 657.0 $52K NEW $79.09 +9.4%
Page 91 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%