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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 93 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 1,609.0 $49K -143.0 -8.2% $30.17 +16.0%
1842 PINNACLE FINL PARTNERS INC 480.0 $48K NEW $100.88
1843 PJAN INNOVATOR ETFS TRUST 978.0 $48K +118.0 +13.7% $49.49 +2.2%
1844 QQEW FIRST TR EXCHANGE-TRADED FD 303.0 $48K -154.0 -33.7% $159.60 +4.4%
1845 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 1,447.0 $48K +371.0 +34.5% $33.39 -21.4%
1846 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 956.0 $48K +405.0 +73.5% $50.53 -3.9%
1847 GGB GERDAU SA Basic Materials 11,849.0 $48K +11K +1187.9% $4.04 +16.3%
1848 DWAS INVESCO EXCH TRADED FD TR II 375.0 $48K $127.31 -10.4%
1849 VNOM VIPER ENERGY INC Energy 1,126.0 $48K +52.0 +4.8% $42.40 +5.4%
1850 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 4,768.0 $48K $10.00 -1.3%
1851 BGR BLACKROCK ENERGY & RES TR Financial Services 3,217.0 $48K +1K +60.9% $14.82 +13.7%
1852 LIBERTY MEDIA CORP DEL 540.0 $47K +78.0 +16.9% $87.54
1853 FBK FB FINL CORP Financial Services 853.0 $47K +321.0 +60.3% $55.35 +4.1%
1854 CUBI CUSTOMERS BANCORP INC Financial Services 596.0 $47K +107.0 +21.9% $79.10 -0.1%
1855 IXG ISHARES TR 374.0 $47K +122.0 +48.4% $124.51 +7.6%
1856 MPLX MPLX LP Energy 823.0 $46K +515.0 +167.2% $56.33 +5.6%
1857 APG API GROUP CORP Industrials 1,093.0 $46K +32.0 +3.0% $42.35 -2.6%
1858 GBCI GLACIER BANCORP INC NEW Financial Services 896.0 $46K +289.0 +47.6% $51.58 -8.4%
1859 WAL WESTERN ALLIANCE BANCORP Financial Services 562.0 $46K +261.0 +86.7% $82.20 -4.2%
1860 TILE INTERFACE INC Consumer Cyclical 1,288.0 $46K +819.0 +174.6% $35.84 +5.7%
Page 93 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%