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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 56 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 14,556.0 $70K +4K +40.0% $4.84 +17.0%
1102 SOFI SOFI TECHNOLOGIES INC Financial Services 3,892.0 $70K +2K +90.4% $17.93 +3.2%
1103 FELV FIDELITY COVINGTON TRUST 1,728.0 $69K +246.0 +16.6% $40.08 +6.8%
1104 ZION ZIONS BANCORPORATION NATL AS Financial Services 991.0 $69K +149.0 +17.7% $69.19 -1.9%
1105 RVT ROYCE SMALL CAP TRUST INC Financial Services 3,701.0 $68K +2K +176.4% $18.47 +0.9%
1106 NTST NETSTREIT CORP Real Estate 3,158.0 $67K +386.0 +13.9% $21.13 -2.7%
1107 VFLO VICTORY PORTFOLIOS II 1,453.0 $66K +704.0 +94.0% $45.75 +20.8%
1108 IMCV ISHARES TR 724.0 $66K +13.0 +1.8% $91.38 +7.4%
1109 BCPC BALCHEM CORP Basic Materials 387.0 $65K +7.0 +1.8% $168.95 +6.6%
1110 SBCF SEACOAST BKG CORP FLA Financial Services 1,963.0 $65K +14.0 +0.7% $33.25 +3.6%
1111 HFXI NEW YORK LIFE INVESTMENTS ET 1,713.0 $65K +1K +678.6% $38.09 -0.0%
1112 QTWO Q2 HLDGS INC Technology 1,356.0 $65K +1K +1059.0% $48.10 +33.1%
1113 FSS FEDERAL SIGNAL CORP Industrials 503.0 $65K +379.0 +305.6% $128.56 -6.0%
1114 IRT INDEPENDENCE RLTY TR INC Real Estate 3,872.0 $65K +2K +84.7% $16.69 +0.2%
1115 CALX CALIX INC Technology 1,720.0 $64K +2K +2865.5% $37.32 +8.1%
1116 FQAL FIDELITY COVINGTON TRUST 788.0 $64K +522.0 +196.2% $81.36 +3.8%
1117 ARKK ARK ETF TR 793.0 $64K +776.0 +4564.7% $80.82 +4.9%
1118 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,660.0 $62K +1K +347.4% $37.12 -11.6%
1119 PFM INVESCO EXCHANGE TRADED FD T 1,111.0 $62K +1K +900.9% $55.45 +3.8%
1120 AROC ARCHROCK INC Energy 1,507.0 $61K +1K +1270.0% $40.71 -23.3%
Page 56 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%