BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 60 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 FCFS FIRSTCASH HOLDINGS INC Financial Services 207.0 $45K +116.0 +127.5% $216.32 +6.3%
1182 FIVE FIVE BELOW INC Consumer Cyclical 249.0 $45K +103.0 +70.5% $179.69 +41.3%
1183 PLXS PLEXUS CORP Technology 148.0 $44K +124.0 +516.7% $300.67 -22.3%
1184 CGIE CAPITAL GROUP INTERNATIONAL 1,190.0 $44K +1K +925.9% $36.78 +3.0%
1185 MAC MACERICH CO Real Estate 1,731.0 $44K +1K +184.7% $25.19 -2.5%
1186 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 2,098.0 $43K +1K +226.8% $20.56 +0.5%
1187 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 323.0 $43K +217.0 +204.7% $131.61 -3.9%
1188 TLN TALEN ENERGY CORP Utilities 110.0 $42K +50.0 +83.3% $384.26 -19.6%
1189 AXS AXIS CAP HLDGS LTD Financial Services 392.0 $42K +173.0 +79.0% $107.44 -6.5%
1190 UFOX ETF SER SOLUTIONS 442.0 $42K +259.0 +141.5% $95.04 -14.9%
1191 CPK CHESAPEAKE UTILS CORP Utilities 342.0 $42K +18.0 +5.6% $122.48 +10.5%
1192 NHC NATIONAL HEALTHCARE CORP Healthcare 197.0 $42K +43.0 +27.9% $211.36 +10.4%
1193 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 914.0 $42K +741.0 +428.3% $45.52 +33.1%
1194 ACIO ETF SER SOLUTIONS 898.0 $41K +861.0 +2327.0% $46.14 +1.2%
1195 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,384.0 $41K +478.0 +52.8% $29.85 +4.2%
1196 BROOKFIELD ASSET MANAGMT LTD 920.0 $41K +237.0 +34.7% $44.86
1197 OCFC OCEANFIRST FINL CORP Financial Services 2,089.0 $41K +65.0 +3.2% $19.53 -2.4%
1198 ROBO EXCHANGE TRADED CONCEPTS TRU 475.0 $41K +400.0 +533.3% $85.66 -6.7%
1199 GNR SPDR INDEX SHS FDS 600.0 $40K +233.0 +63.5% $67.31 +17.8%
1200 NWS NEWS CORP NEW 1,436.0 $40K +205.0 +16.6% $28.06
Page 60 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%