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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 52 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 RGA REINSURANCE GROUP AMER INC Financial Services 606.0 $129K +40.0 +7.1% $212.67 +15.5%
1022 XMMO INVESCO EXCHANGE TRADED FD T 757.0 $129K +328.0 +76.5% $170.14 -8.9%
1023 EZU ISHARES INC 1,853.0 $129K +840.0 +82.9% $69.50 +2.7%
1024 FENI FIDELITY COVINGTON TRUST 3,166.0 $127K +215.0 +7.3% $40.13 +3.8%
1025 EGP EASTGROUP PPTYS INC Real Estate 626.0 $127K +135.0 +27.5% $202.53 -0.1%
1026 AGYS AGILYSYS INC Technology 1,192.0 $125K +45.0 +3.9% $104.50 +8.9%
1027 HLNE HAMILTON LANE INC Financial Services 1,551.0 $122K +173.0 +12.6% $78.83 +33.5%
1028 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 12,448.0 $122K +10K +454.2% $9.81 +0.6%
1029 PSTG EVERPURE INC 1,520.0 $120K +1K +229.7% $78.79
1030 SMMU PIMCO ETF TR 2,362.0 $119K +2K +359.5% $50.50 -0.4%
1031 LRGF ISHARES TR 1,575.0 $119K +480.0 +43.8% $75.62 +2.9%
1032 DCO DUCOMMUN INC DEL Industrials 642.0 $119K +142.0 +28.4% $185.21 -0.7%
1033 OUNZ VANECK MERK GOLD ETF Financial Services 3,070.0 $118K +392.0 +14.6% $38.59 +15.9%
1034 FPX FIRST TR EXCHANGE-TRADED FD 573.0 $118K +163.0 +39.8% $206.18 -12.4%
1035 MAA MID-AMER APT CMNTYS INC Real Estate 849.0 $118K +183.0 +27.5% $138.92 -4.1%
1036 SFL SFL CORPORATION LTD Industrials 11,291.0 $115K +11K +10000.0% $10.20 +20.2%
1037 NYT NEW YORK TIMES CO MTN BE Communication Services 1,644.0 $115K +327.0 +24.8% $69.98 -3.6%
1038 KNCT INVESCO EXCHANGE TRADED FD T 544.0 $115K +327.0 +150.7% $210.93 -9.0%
1039 AKAM AKAMAI TECHNOLOGIES INC Technology 970.0 $115K +526.0 +118.5% $118.21 -10.6%
1040 LDUR PIMCO ETF TR 1,195.0 $114K +41.0 +3.5% $95.61 -0.2%
Page 52 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%