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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 23 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 317,252.0 $7.5M 0.01% +167K +111.3% $23.58 +6.2%
442 JEPQ J P MORGAN EXCHANGE TRADED F 120,817.0 $7.4M 0.01% +13K +12.5% $61.46 -2.6%
443 NULG NUSHARES ETF TR 62,774.0 $7.3M 0.01% +3K +4.2% $117.06 -2.1%
444 FRDM EA SERIES TRUST 100,378.0 $7.3M 0.01% +100K +10000.0% $72.90 -5.7%
445 SUSC ISHARES TR 314,795.0 $7.3M 0.01% +10K +3.4% $23.15 -2.2%
446 IDCC INTERDIGITAL INC Technology 25,306.0 $7.2M 0.01% +3K +15.9% $283.13 +20.9%
447 AEP AMERICAN ELEC PWR CO INC Utilities 52,079.0 $7.1M 0.01% +8K +17.2% $136.81 -11.6%
448 FJP FIRST TR EXCH TRD ALPHDX FD 93,075.0 $7.1M 0.01% +6K +7.1% $76.33 +1.0%
449 RIO RIO TINTO PLC Basic Materials 74,771.0 $7.1M 0.01% +4K +6.3% $94.93 +10.9%
450 QWLD SPDR INDEX SHS FDS 46,047.0 $7.0M 0.01% +11K +30.5% $151.91 +4.5%
451 IWF ISHARES TR 56,172.0 $7.0M 0.01% +40K +247.3% $124.17 -1.4%
452 HCI HCI GROUP INC Financial Services 39,059.0 $6.8M 0.01% +3K +9.1% $175.25 +4.1%
453 ESNT ESSENT GROUP LTD Financial Services 105,227.0 $6.8M 0.01% +28K +36.9% $64.28 +5.9%
454 HSBC HSBC HLDGS PLC Financial Services 70,855.0 $6.7M 0.01% +23K +49.3% $95.09 +9.5%
455 UBS UBS GROUP AG Financial Services 135,348.0 $6.7M 0.01% +57K +73.5% $49.56 +7.5%
456 MELI MERCADOLIBRE INC Consumer Cyclical 3,943.0 $6.7M 0.01% +228.0 +6.1% $1697.50 +13.3%
457 IWN ISHARES TR 30,026.0 $6.6M 0.01% +4K +14.8% $221.20 +1.6%
458 PAGP PLAINS GP HLDGS L P Energy 273,552.0 $6.6M 0.01% +74K +36.8% $24.27 +10.6%
459 TMUS T-MOBILE US INC Communication Services 39,424.0 $6.6M 0.01% +7K +21.2% $167.73 +9.1%
460 PUK PRUDENTIAL PLC Financial Services 245,676.0 $6.6M 0.01% +244K +10000.0% $26.81 +5.0%
Page 23 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%