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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 16 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IBB ISHARES TR 85,289.0 $16.2M 0.03% +11K +15.2% $190.19 +12.3%
302 CGBL CAPITAL GROUP CORE BALANCED 426,280.0 $16.2M 0.03% +201K +89.3% $37.96 +0.7%
303 CTA SIMPLIFY EXCHANGE TRADED FUN 620,809.0 $16.1M 0.03% +57K +10.1% $25.94 +10.1%
304 PPA INVESCO EXCHANGE TRADED FD T 90,938.0 $16.1M 0.03% +90K +10000.0% $176.65 -1.7%
305 SYY SYSCO CORP Consumer Defensive 191,957.0 $16.0M 0.03% +31K +19.0% $83.58 +0.6%
306 MBB ISHARES TR 168,836.0 $16.0M 0.03% +5K +3.0% $94.52 -1.5%
307 IGV ISHARES TR 175,870.0 $15.9M 0.03% +168K +2044.2% $90.60 +14.1%
308 RMBS RAMBUS INC DEL Technology 119,875.0 $15.9M 0.03% +9K +8.2% $132.74 -31.3%
309 VFH VANGUARD WORLD FD 120,753.0 $15.9M 0.03% +98K +430.4% $131.60 +6.9%
310 SUB ISHARES TR 148,456.0 $15.8M 0.03% +99K +197.2% $106.47 -0.2%
311 FTGS FIRST TR EXCHANGE-TRADED FD 424,999.0 $15.7M 0.03% +71K +20.0% $37.00 +6.9%
312 WMB WILLIAMS COS INC Energy 210,922.0 $15.7M 0.03% +37K +21.0% $74.34 -5.2%
313 SAP SAP SE Technology 101,442.0 $15.6M 0.03% +38K +59.5% $154.11 +41.9%
314 FTCB FIRST TR EXCHANGE-TRADED FD 743,446.0 $15.5M 0.03% +109K +17.2% $20.86 -1.8%
315 LITE LUMENTUM HLDGS INC Technology 18,012.0 $15.5M 0.03% +18K +10000.0% $858.06 +1.0%
316 DFAU DIMENSIONAL ETF TRUST 298,918.0 $15.5M 0.03% +13K +4.4% $51.69 +2.7%
317 NET CLOUDFLARE INC Technology 62,325.0 $15.3M 0.03% +1K +2.0% $245.28 +19.5%
318 ACWX ISHARES TR 199,778.0 $15.2M 0.03% +162K +429.8% $76.11 +2.4%
319 PLD PROLOGIS INC. Real Estate 111,889.0 $15.2M 0.03% +31K +37.5% $135.47 +4.7%
320 HCA HCA HEALTHCARE INC Healthcare 38,805.0 $15.1M 0.03% +17K +80.1% $389.89 +10.1%
Page 16 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%