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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 51 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 EXPAND ENERGY CORPORATION 1,569.0 $143K +1K +279.0% $91.19
1002 RWL INVESCO EXCH TRADED FD TR II 1,116.0 $143K +641.0 +134.9% $127.76 +5.2%
1003 LIBERTY MEDIA CORP DEL 1,495.0 $142K +566.0 +60.9% $95.14
1004 BUFQ FIRST TR EXCHNG TRADED FD VI 3,619.0 $142K +3K +264.8% $39.27 +0.2%
1005 GRUPO CIBEST SA 1,789.0 $142K +2K +777.0% $79.44
1006 VKTX VIKING THERAPEUTICS INC Healthcare 3,634.0 $142K +226.0 +6.6% $39.01 -14.8%
1007 SCHE SCHWAB STRATEGIC TR 3,851.0 $140K +362.0 +10.4% $36.26 +1.2%
1008 PALC PACER FDS TR 2,319.0 $139K +2K +499.2% $59.75 -2.5%
1009 ADUS ADDUS HOMECARE CORP Healthcare 1,369.0 $138K +140.0 +11.4% $100.47 +20.3%
1010 IRTC IRHYTHM HOLDINGS INC Healthcare 1,151.0 $137K +520.0 +82.4% $118.95 +5.3%
1011 DCOR DIMENSIONAL ETF TRUST 1,653.0 $136K +366.0 +28.4% $81.98 +2.9%
1012 DNLI DENALI THERAPEUTICS INC Healthcare 5,216.0 $134K +29.0 +0.6% $25.72 -5.9%
1013 AIA ISHARES TR 946.0 $134K +183.0 +24.0% $141.66 -3.9%
1014 PTMC PACER FDS TR 3,199.0 $134K +1K +81.2% $41.83 -1.4%
1015 JHG JANUS HENDERSON GROUP PLC Financial Services 2,566.0 $133K +1K +82.4% $51.95 -0.0%
1016 HLX HELIX ENERGY SOLUTIONS GRP I Energy 15,135.0 $132K +2K +12.2% $8.74 +14.1%
1017 WTV WISDOMTREE TR 1,291.0 $131K +486.0 +60.4% $101.72 +6.9%
1018 ITRN ITURAN LOCATION AND CONTROL Technology 2,130.0 $130K +180.0 +9.2% $61.01 -17.0%
1019 CLH CLEAN HARBORS INC Industrials 432.0 $129K +37.0 +9.4% $298.75 +5.0%
1020 AGO ASSURED GUARANTY LTD Financial Services 1,609.0 $129K +85.0 +5.6% $80.16 -7.4%
Page 51 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%