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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 92 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 EXI ISHARES TR 259.0 $52K +127.0 +96.2% $200.50 +0.3%
1822 INCM FRANKLIN TEMPLETON ETF TR 1,797.0 $52K +540.0 +43.0% $28.85 +2.7%
1823 IDR IDAHO STRATEGIC RESOURCES Basic Materials 1,579.0 $52K NEW $32.75 +3.3%
1824 MTDR MATADOR RES CO Energy 1,038.0 $52K -88.0 -7.8% $49.78 +14.0%
1825 JHMD JOHN HANCOCK EXCHANGE TRADED 1,160.0 $52K $44.41 +4.3%
1826 QLYS QUALYS INC Technology 372.0 $51K +314.0 +541.4% $137.49 +37.2%
1827 FDS FACTSET RESH SYS INC Financial Services 222.0 $51K -184.0 -45.3% $230.08 +32.3%
1828 SOPH SOPHIA GENETICS SA Healthcare 8,836.0 $51K +4K +88.5% $5.77 +54.6%
1829 RPM RPM INTL INC Basic Materials 458.0 $51K -55.0 -10.7% $111.05 -4.8%
1830 SJM SMUCKER J M CO Consumer Defensive 451.0 $51K -449.0 -49.9% $112.45 +17.2%
1831 RGLD ROYAL GOLD INC Basic Materials 252.0 $50K +57.0 +29.2% $199.61 +34.7%
1832 DBEF DBX ETF TR 920.0 $50K +737.0 +402.7% $54.63 +2.2%
1833 FFIN FIRST FINL BANKSHARES INC Financial Services 1,449.0 $50K +224.0 +18.3% $34.60 -4.4%
1834 SEIV SEI EXCHANGE TRADED FUNDS 1,043.0 $50K +34.0 +3.4% $48.00 +6.4%
1835 HEGD LISTED FDS TR 1,875.0 $50K -26.0 -1.4% $26.66 +1.8%
1836 DGII DIGI INTL INC Technology 663.0 $50K +96.0 +16.9% $74.95 +3.3%
1837 EPAC ENERPAC TOOL GROUP CORP Industrials 1,379.0 $49K +215.0 +18.5% $35.86 +4.6%
1838 NEBIUS GROUP N.V. 179.0 $49K -575.0 -76.3% $276.17
1839 LGH NORTHERN LTS FD TR III 768.0 $49K +197.0 +34.5% $63.76 +4.3%
1840 AGIO AGIOS PHARMACEUTICALS INC Healthcare 1,317.0 $49K $37.11 -7.6%
Page 92 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%