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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 27 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TKO TKO GROUP HOLDINGS INC Communication Services 23,330.0 $4.7M 0.01% +1K +6.1% $201.31 -4.1%
522 HDV ISHARES TR 170,098.0 $4.7M 0.01% +169K +10000.0% $27.41 +8.8%
523 BCD ABRDN ETFS 134,209.0 $4.6M 0.01% +35K +34.8% $34.15 +12.0%
524 EQT EQT CORP Energy 85,591.0 $4.6M 0.01% +29K +51.9% $53.17 +1.0%
525 CGMS CAPITAL GRP FIXED INCM ETF T 166,474.0 $4.5M 0.01% +71K +74.5% $27.33 -0.7%
526 CVNA CARVANA CO Consumer Cyclical 69,109.0 $4.5M 0.01% +48K +221.3% $65.82 +6.2%
527 DXUV DIMENSIONAL ETF TRUST 67,150.0 $4.5M 0.01% +7K +12.5% $66.50 +5.0%
528 HMY HARMONY GOLD MNG LTD Basic Materials 293,085.0 $4.5M 0.01% +287K +4901.4% $15.21 +54.8%
529 KT KT CORP Communication Services 256,065.0 $4.4M 0.01% +56K +28.1% $17.28 +9.4%
530 KLIC KULICKE & SOFFA INDS INC Technology 32,958.0 $4.4M 0.01% +3K +10.3% $133.76 -35.9%
531 SHLD GLOBAL X FDS 73,716.0 $4.4M 0.01% +37K +103.3% $59.71 +12.4%
532 VT VANGUARD INTL EQUITY INDEX F 27,303.0 $4.3M 0.01% +15K +129.1% $156.95 +2.4%
533 CGCP CAPITAL GRP FIXED INCM ETF T 192,119.0 $4.3M 0.01% +104K +117.5% $22.29 -1.3%
534 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 82,479.0 $4.3M 0.01% +22K +37.1% $51.60 +8.9%
535 SXI STANDEX INTL CORP Industrials 11,826.0 $4.2M 0.01% +428.0 +3.8% $357.67 -13.3%
536 FXR FIRST TR EXCHANGE-TRADED FD 46,324.0 $4.2M 0.01% +46K +10000.0% $91.12 -1.6%
537 CGIB CAPITAL GRP FIXED INCM ETF T 164,710.0 $4.2M 0.01% +88K +113.5% $25.53 -0.9%
538 GFI GOLD FIELDS LTD Basic Materials 124,690.0 $4.2M 0.01% +120K +2423.6% $33.59 +42.3%
539 CGXU CAPITAL GROUP INTL FOCUS EQT 119,669.0 $4.1M 0.01% +70K +143.0% $34.62 +1.5%
540 FMS FRESENIUS MEDICAL CARE AG Healthcare 182,569.0 $4.1M 0.01% +137K +301.1% $22.61 +3.6%
Page 27 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%