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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 12 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DE DEERE & CO Industrials 40,919.0 $26.0M 0.04% +9K +27.3% $634.32 +2.1%
222 HD HOME DEPOT INC Consumer Cyclical 73,584.0 $26.0M 0.04% +3K +4.2% $352.68 -4.8%
223 BINC BLACKROCK ETF TRUST II 487,832.0 $25.5M 0.04% +49K +11.2% $52.34 -0.6%
224 CGDG CAPITAL GROUP DIVIDEND GROWE 677,053.0 $25.4M 0.04% +112K +19.9% $37.51 +3.7%
225 QQQ INVESCO QQQ TR Financial Services 34,347.0 $25.3M 0.04% +1K +4.3% $736.40 -3.1%
226 DFCF DIMENSIONAL ETF TRUST 597,541.0 $25.2M 0.04% +28K +5.0% $42.21 -1.8%
227 SCHB SCHWAB STRATEGIC TR 868,195.0 $25.1M 0.04% +55K +6.7% $28.96 +2.2%
228 CMF ISHARES TR 436,085.0 $25.1M 0.04% +63K +16.9% $57.64 -2.0%
229 TOTALENERGIES SE 319,948.0 $24.9M 0.04% +73K +29.8% $77.76
230 LOW LOWES COS INC Consumer Cyclical 112,712.0 $24.9M 0.04% +26K +29.4% $220.49 -2.0%
231 FLCH FRANKLIN TEMPLETON ETF TR 1,211,961.0 $24.7M 0.04% +187K +18.2% $20.41 +7.8%
232 EMLC VANECK ETF TRUST 966,770.0 $24.7M 0.04% +395K +69.0% $25.56 +1.1%
233 VTEB VANGUARD MUN BD FDS 488,279.0 $24.7M 0.04% +142K +40.9% $50.58 -2.1%
234 ABNB AIRBNB INC Consumer Cyclical 170,747.0 $24.4M 0.04% +20K +13.2% $143.10 +30.9%
235 CAH CARDINAL HEALTH INC Healthcare 102,465.0 $24.3M 0.04% +24K +31.1% $237.56 -3.4%
236 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 619,651.0 $24.0M 0.04% +56K +9.9% $38.73 +59.7%
237 AOA ISHARES TR 245,482.0 $24.0M 0.04% +6K +2.4% $97.60 +1.4%
238 COOPER COS INC 333,838.0 $23.9M 0.04% +149K +81.0% $71.71
239 SMHX VANECK ETF TRUST 371,907.0 $23.8M 0.04% +62K +20.1% $63.89 -13.3%
240 USB US BANCORP Financial Services 388,871.0 $23.5M 0.04% +173K +80.3% $60.40 +2.7%
Page 12 of 83  ·  1,645 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%