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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 31 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ISHARES TR 105,906.0 $2.7M 0.01% +52K +95.0% $25.87
602 RBRK RUBRIK INC. Technology 33,966.0 $2.7M 0.01% +14K +69.5% $80.28 +22.1%
603 SO SOUTHERN CO Utilities 27,639.0 $2.6M 0.01% +6K +27.8% $95.71 -5.9%
604 VRT VERTIV HOLDINGS CO Industrials 7,865.0 $2.6M 0.01% +5K +137.0% $334.81 -23.8%
605 DMXF ISHARES TR 30,952.0 $2.6M 0.01% +29K +1420.2% $84.60 +2.4%
606 EMR EMERSON ELEC CO Industrials 18,073.0 $2.6M 0.00% +2K +13.1% $143.15 +10.1%
607 KMB KIMBERLY-CLARK CORP Consumer Defensive 23,561.0 $2.6M 0.00% +3K +17.2% $109.77 +1.5%
608 SPYD SPDR SERIES TRUST 53,139.0 $2.5M 0.00% +4K +8.4% $47.71 +6.2%
609 PTC PTC INC Technology 22,207.0 $2.5M 0.00% +22K +5451.8% $113.61 +35.8%
610 HAL HALLIBURTON CO Energy 74,137.0 $2.5M 0.00% +15K +25.2% $33.95 +2.0%
611 TCOM TRIP COM GROUP LTD Consumer Cyclical 62,790.0 $2.5M 0.00% +1K +2.3% $39.84 +15.5%
612 JCI JOHNSON CONTROLS INTERNATION Industrials 17,102.0 $2.5M 0.00% +1K +8.1% $146.11 -2.1%
613 CGCV CAPITAL GROUP CONSERVATIVE E 75,652.0 $2.5M 0.00% +13K +20.3% $32.82 +1.7%
614 IGHG PROSHARES TR 31,164.0 $2.4M 0.00% +31K +10000.0% $78.33 -0.7%
615 EEM ISHARES TR 35,457.0 $2.4M 0.00% +28K +399.5% $68.41 -3.4%
616 ITW ILLINOIS TOOL WKS INC Industrials 8,932.0 $2.4M 0.00% +4K +68.4% $270.46 +5.0%
617 SF STIFEL FINL CORP Financial Services 34,098.0 $2.4M 0.00% +8K +29.3% $69.77 +15.8%
618 ICSH ISHARES TR 47,016.0 $2.4M 0.00% +7K +17.4% $50.58 -0.1%
619 PLUS EPLUS INC Technology 28,499.0 $2.4M 0.00% +5K +20.9% $83.23 +3.6%
620 KMI KINDER MORGAN INC DEL Energy 73,656.0 $2.4M 0.00% +8K +11.6% $31.97 -3.0%
Page 31 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%