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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 25 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TPSC TIMOTHY PLAN 122,525.0 $5.9M 0.01% +7K +6.3% $47.98 +0.9%
482 SLB SLB LIMITED Energy 125,755.0 $5.8M 0.01% +45K +56.1% $46.49 +15.9%
483 PFF ISHARES TR 190,736.0 $5.8M 0.01% +7K +3.8% $30.49 -0.1%
484 VHT VANGUARD WORLD FD 19,397.0 $5.8M 0.01% +6K +43.6% $299.01 +9.6%
485 EFA ISHARES TR 55,542.0 $5.8M 0.01% +22K +66.5% $103.88 +4.2%
486 PSN PARSONS CORP DEL Industrials 109,308.0 $5.7M 0.01% +4K +3.5% $52.39 -6.4%
487 CNX CNX RES CORP Energy 168,641.0 $5.7M 0.01% +20K +13.1% $33.93 +7.2%
488 USXF ISHARES TR 80,732.0 $5.6M 0.01% +3K +4.1% $69.45 -1.7%
489 BAX BAXTER INTL INC Healthcare 261,982.0 $5.6M 0.01% +75K +39.9% $21.32 +23.5%
490 BLES NORTHERN LTS FD TR IV 116,923.0 $5.6M 0.01% +5K +4.2% $47.69 +5.3%
491 IWO ISHARES TR 14,153.0 $5.6M 0.01% +770.0 +5.8% $393.96 -1.7%
492 IVVW ISHARES TR 124,340.0 $5.5M 0.01% +35K +38.8% $44.60 +1.7%
493 BLV VANGUARD BD INDEX FDS 79,822.0 $5.5M 0.01% +4K +4.8% $68.93 -4.5%
494 AMKR AMKOR TECHNOLOGY INC Technology 63,532.0 $5.5M 0.01% +63K +10000.0% $86.23 -41.7%
495 EWY ISHARES INC 26,827.0 $5.4M 0.01% +15K +127.0% $201.90 -11.7%
496 CVE CENOVUS ENERGY INC Energy 217,669.0 $5.4M 0.01% +39K +21.9% $24.81 +32.7%
497 AMERICA MOVIL SAB DE CV 204,067.0 $5.3M 0.01% +19K +10.2% $25.99
498 IBD NORTHERN LTS FD TR IV 222,966.0 $5.3M 0.01% +14K +6.6% $23.77 -0.5%
499 HEICO CORP NEW 20,499.0 $5.3M 0.01% +3K +14.5% $257.91
500 CIBR FIRST TR EXCHANGE-TRADED FD 58,664.0 $5.3M 0.01% +10K +20.5% $89.85 +5.6%
Page 25 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%