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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 63 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 GTY GETTY RLTY CORP NEW Real Estate 993.0 $33K +983.0 +9830.0% $33.36 +0.1%
1242 IJS ISHARES TR 240.0 $33K +142.0 +144.9% $136.53 +1.4%
1243 IBDS ISHARES TR 1,345.0 $33K +31.0 +2.4% $24.22 -0.1%
1244 VLYPN VALLEY NATL BANCORP 2,219.0 $33K +1K +130.9% $14.65
1245 PETROLEO BRASILEIRO S A 2,214.0 $32K +911.0 +69.9% $14.64
1246 WAFD WAFD INC Financial Services 844.0 $32K +819.0 +3276.0% $38.37 -5.1%
1247 SHYD VANECK ETF TRUST 1,406.0 $32K +116.0 +9.0% $22.90 -1.1%
1248 BBEU J P MORGAN EXCHANGE TRADED F 413.0 $32K +248.0 +150.3% $77.77 +3.9%
1249 SPIP SPDR SERIES TRUST 1,244.0 $32K +1K +954.2% $25.68 -2.1%
1250 SSD SIMPSON MFG INC Industrials 151.0 $32K +26.0 +20.8% $209.35 -8.9%
1251 AA ALCOA CORP Basic Materials 600.0 $31K +74.0 +14.1% $52.14 -1.5%
1252 DFVX DIMENSIONAL ETF TRUST 378.0 $31K +319.0 +540.7% $82.23 +4.1%
1253 FNV FRANCO NEV CORP Basic Materials 147.0 $31K +34.0 +30.1% $208.44 +29.0%
1254 KSS KOHLS CORP Consumer Cyclical 1,728.0 $31K +2K +4330.8% $17.72 +2.1%
1255 ELAN ELANCO ANIMAL HEALTH INC Healthcare 1,232.0 $30K +361.0 +41.5% $24.62 -1.7%
1256 LEG LEGGETT & PLATT INC Consumer Cyclical 2,581.0 $30K +3K +3996.8% $11.71 -19.1%
1257 NJR NEW JERSEY RES CORP Utilities 539.0 $30K +394.0 +271.7% $56.04 -4.5%
1258 PPLT ABRDN PLATINUM ETF TRUST Financial Services 2,130.0 $30K +2K +5095.1% $14.13 +21.0%
1259 LZB LA Z BOY INC Consumer Cyclical 749.0 $30K +24.0 +3.3% $40.12 -17.8%
1260 BBAX J P MORGAN EXCHANGE TRADED F 499.0 $30K +307.0 +159.9% $59.87 +9.0%
Page 63 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%