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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 55 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 MAIN MAIN STR CAP CORP Financial Services 1,568.0 $81K +814.0 +108.0% $51.88 +13.6%
1082 LTM LATAM AIRLINES GROUP SA Industrials 1,386.0 $81K +1K +734.9% $58.27 -8.8%
1083 U HAUL HOLDING COMPANY 1,398.0 $81K +1K +568.9% $57.70
1084 SKT TANGER INC Real Estate 2,037.0 $80K +502.0 +32.7% $39.47 -1.3%
1085 FSMD FIDELITY COVINGTON TRUST 1,504.0 $80K +1K +10000.0% $52.86 -2.1%
1086 CATY CATHAY GEN BANCORP Financial Services 1,282.0 $79K +63.0 +5.2% $61.99 +0.5%
1087 BOYD GROUP SERVICES INC 835.0 $79K +465.0 +125.7% $94.62
1088 XNTK SPDR SERIES TRUST 202.0 $79K +2.0 +1.0% $390.65 -10.1%
1089 CGNX COGNEX CORP Technology 1,062.0 $77K +962.0 +962.0% $72.42 -19.2%
1090 GL GLOBE LIFE INC Financial Services 426.0 $76K +117.0 +37.9% $178.71 -3.1%
1091 R RYDER SYS INC Industrials 283.0 $75K +73.0 +34.8% $263.77 -7.1%
1092 IDU ISHARES TR 651.0 $75K +261.0 +66.9% $114.61 -4.0%
1093 QLTY GMO ETF TRUST 1,791.0 $75K +2K +546.6% $41.62 +3.5%
1094 IMO IMPERIAL OIL LTD Energy 657.0 $74K +4.0 +0.6% $112.05 +22.2%
1095 GSL GLOBAL SHIP LEASE INC Industrials 1,951.0 $73K +147.0 +8.2% $37.60 +18.7%
1096 CALF PACER FDS TR 1,419.0 $72K +18.0 +1.3% $50.61 +14.4%
1097 TCBI TEXAS CAP BANCSHARES INC Financial Services 689.0 $71K +256.0 +59.1% $103.26 -5.1%
1098 VIA VIA TRANSN INC Technology 3,919.0 $71K +2K +103.9% $18.14 +51.2%
1099 OGS ONE GAS INC Utilities 919.0 $71K +201.0 +28.0% $77.07 +4.3%
1100 HLN HALEON PLC Healthcare 7,586.0 $71K +2K +27.2% $9.33 +8.9%
Page 55 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%