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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 18 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HALO HALOZYME THERAPEUTICS INC Healthcare 174,334.0 $13.6M 0.02% +37K +26.9% $78.27 +38.2%
342 SCI SERVICE CORP INTL Consumer Cyclical 179,516.0 $13.6M 0.02% +149K +482.6% $75.96 +9.6%
343 VV VANGUARD INDEX FDS 39,489.0 $13.6M 0.02% +15K +63.5% $343.91 +2.5%
344 CTAS CINTAS CORP Industrials 79,761.0 $13.6M 0.02% +63K +374.7% $170.08 +19.8%
345 SPY STATE STR SPDR S&P 500 ETF T Financial Services 17,759.0 $13.3M 0.02% +2K +11.5% $746.79 +2.5%
346 FLRN SPDR SERIES TRUST 429,451.0 $13.2M 0.02% +428K +10000.0% $30.85 -0.1%
347 DOC HEALTHPEAK PROPERTIES INC Real Estate 618,950.0 $13.2M 0.02% +186K +43.0% $21.40 +0.0%
348 FLCB FRANKLIN TEMPLETON ETF TR 615,234.0 $13.2M 0.02% +172K +38.7% $21.40 -1.7%
349 DPZ DOMINOS PIZZA INC Consumer Cyclical 44,449.0 $13.2M 0.02% +44K +10000.0% $296.04 +15.5%
350 BIO BIO RAD LABS INC Healthcare 44,277.0 $13.0M 0.02% +12K +35.1% $293.61 +29.4%
351 CAVA CAVA GROUP INC Consumer Cyclical 164,535.0 $12.9M 0.02% +24K +17.1% $78.48 -6.2%
352 GRID FIRST TR EXCHANGE-TRADED FD 67,171.0 $12.9M 0.02% +33K +97.8% $191.75 -5.6%
353 IWC ISHARES TR 63,990.0 $12.8M 0.02% +64K +10000.0% $200.04 -0.8%
354 PZA INVESCO EXCH TRADED FD TR II 539,236.0 $12.7M 0.02% +183K +51.3% $23.52 -3.0%
355 CLOA BLACKROCK ETF TRUST II 242,828.0 $12.6M 0.02% +34K +16.3% $51.91 +0.0%
356 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 47,872.0 $12.6M 0.02% +13K +36.8% $263.26 +40.0%
357 RKLB ROCKET LAB CORP Industrials 123,483.0 $12.6M 0.02% +110K +840.7% $101.65 -28.6%
358 VRSN VERISIGN INC Technology 49,878.0 $12.5M 0.02% +9K +21.2% $251.56 +12.0%
359 DGRO ISHARES TR 165,451.0 $12.5M 0.02% +18K +12.5% $75.79 +5.0%
360 HII HUNTINGTON INGALLS INDS INC Industrials 44,758.0 $12.5M 0.02% +10K +29.9% $279.89 +6.5%
Page 18 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%