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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 22 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LOGI LOGITECH INTL S A Technology 90,711.0 $8.5M 0.01% +27K +41.7% $94.04 +2.1%
422 ITT ITT INC Industrials 42,942.0 $8.5M 0.01% +42K +6557.7% $197.76 +5.2%
423 RING ISHARES INC 131,246.0 $8.5M 0.01% +131K +10000.0% $64.60 +40.6%
424 TT TRANE TECHNOLOGIES PLC Industrials 17,218.0 $8.5M 0.01% +992.0 +6.1% $491.16 -7.7%
425 BUFG FIRST TR EXCHNG TRADED FD VI 284,509.0 $8.3M 0.01% +33K +12.9% $29.32 +2.0%
426 IBIT ISHARES BITCOIN TRUST ETF Financial Services 250,250.0 $8.3M 0.01% +16K +6.7% $33.29 +31.2%
427 JEPI J P MORGAN EXCHANGE TRADED F 146,434.0 $8.3M 0.01% +27K +22.5% $56.48 +2.5%
428 RELX RELX PLC Communication Services 260,559.0 $8.3M 0.01% +164K +169.1% $31.67 +13.4%
429 SKYW SKYWEST INC Industrials 82,905.0 $8.2M 0.01% +7K +8.8% $99.33 +1.8%
430 CIEN CIENA CORP Technology 16,666.0 $8.2M 0.01% +16K +4004.9% $490.56 -19.3%
431 COMT ISHARES U S ETF TR 262,635.0 $8.0M 0.01% +35K +15.2% $30.37 +15.1%
432 BCS BARCLAYS PLC Financial Services 296,369.0 $8.0M 0.01% +161K +118.5% $26.86 -0.1%
433 CGIC CAPITAL GROUP INTERNATIONAL 218,396.0 $7.9M 0.01% +160K +272.8% $36.39 +2.1%
434 VAW VANGUARD WORLD FD 34,683.0 $7.9M 0.01% +9K +34.9% $228.79 +4.7%
435 REGN REGENERON PHARMACEUTICALS Healthcare 12,594.0 $7.9M 0.01% +1K +11.7% $623.54 +33.8%
436 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 88,698.0 $7.7M 0.01% +4K +4.6% $87.22 +10.5%
437 AEM AGNICO EAGLE MINES LTD Basic Materials 49,172.0 $7.6M 0.01% +18K +58.8% $155.13 +39.3%
438 FEP FIRST TR EXCH TRD ALPHDX FD 133,149.0 $7.6M 0.01% +18K +15.4% $57.05 +6.1%
439 MILLROSE PPTYS INC 252,696.0 $7.6M 0.01% +252K +10000.0% $30.05
440 BALL BALL CORP Consumer Cyclical 120,304.0 $7.5M 0.01% +3K +2.8% $62.40 +1.9%
Page 22 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%