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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 94 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 TEX TEREX CORP NEW Industrials 636.0 $46K +253.0 +66.1% $72.39 -10.8%
1862 BSCQ INVESCO EXCH TRD SLF IDX FD 2,356.0 $46K NEW $19.52 -0.0%
1863 FIW FIRST TR EXCHANGE-TRADED FD 419.0 $46K +236.0 +129.0% $109.52 +1.3%
1864 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 915.0 $46K -2K -71.9% $49.98 +5.7%
1865 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 3,545.0 $46K $12.89 -4.0%
1866 JGRO J P MORGAN EXCHANGE TRADED F 463.0 $46K $98.59 -3.3%
1867 PREF PRINCIPAL EXCHANGE TRADED FD 2,390.0 $46K $19.06 -1.0%
1868 HELO J P MORGAN EXCHANGE TRADED F 670.0 $45K -106.0 -13.7% $67.58 +3.2%
1869 TAXF AMERICAN CENTY ETF TR 887.0 $45K -88.0 -9.0% $50.84 -2.2%
1870 EHC ENCOMPASS HEALTH CORP Healthcare 446.0 $45K +206.0 +85.8% $101.08 +18.3%
1871 EBC EASTERN BANKSHARES INC Financial Services 2,024.0 $45K +65.0 +3.3% $22.24 +0.8%
1872 HACK AMPLIFY ETF TR 428.0 $45K +356.0 +494.4% $104.93 +13.0%
1873 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 586.0 $45K +150.0 +34.4% $76.43 -6.2%
1874 FCFS FIRSTCASH HOLDINGS INC Financial Services 207.0 $45K +116.0 +127.5% $216.32 +3.6%
1875 FIVE FIVE BELOW INC Consumer Cyclical 249.0 $45K +103.0 +70.5% $179.69 +37.5%
1876 FLTB FIDELITY MERRIMACK STR TR 892.0 $45K -53K -98.3% $50.13 -0.0%
1877 PLXS PLEXUS CORP Technology 148.0 $44K +124.0 +516.7% $300.67 -18.4%
1878 MYRG MYR GROUP INC Industrials 88.0 $44K -822.0 -90.3% $500.40 -38.2%
1879 BWA BORGWARNER INC Consumer Cyclical 661.0 $44K -255.0 -27.8% $66.40 -2.4%
1880 CGIE CAPITAL GROUP INTERNATIONAL 1,190.0 $44K +1K +925.9% $36.78 +3.4%
Page 94 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%