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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 73 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 UE URBAN EDGE PPTYS Real Estate 426.0 $10K +299.0 +235.4% $22.88 -6.3%
1442 WMS ADVANCED DRAIN SYS INC DEL Industrials 62.0 $10K +30.0 +93.8% $156.97 -8.4%
1443 RECS COLUMBIA ETF TR I 224.0 $10K +107.0 +91.5% $43.28 +4.3%
1444 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 760.0 $10K +578.0 +317.6% $12.73 -2.8%
1445 ANDE ANDERSONS INC Consumer Defensive 140.0 $10K +105.0 +300.0% $68.40 -0.5%
1446 UFCS UNITED FIRE GROUP INC Financial Services 180.0 $9K +69.0 +62.2% $52.44 +1.1%
1447 PJT PJT PARTNERS INC Financial Services 62.0 $9K +8.0 +14.8% $150.94 +15.9%
1448 SAIC SCIENCE APPLICATIONS INTL CO Technology 84.0 $9K +51.0 +154.6% $110.45 +15.9%
1449 BNTX BIONTECH SE Healthcare 99.0 $9K +36.0 +57.1% $93.05 +25.3%
1450 SON SONOCO PRODS CO Consumer Cyclical 163.0 $9K +46.0 +39.3% $56.35 +5.6%
1451 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 1,672.0 $9K +2K +2554.0% $5.45 -9.9%
1452 ASTS AST SPACEMOBILE INC Technology 102.0 $9K +25.0 +32.5% $88.86 -22.7%
1453 PFBC PREFERRED BK LOS ANGELES CA Financial Services 85.0 $9K +80.0 +1600.0% $106.26 -1.7%
1454 ROAD CONSTRUCTION PARTNERS INC Industrials 76.0 $9K +11.0 +16.9% $118.78 -5.6%
1455 USVM VICTORY PORTFOLIOS II 82.0 $9K +62.0 +310.0% $109.83 +0.3%
1456 RGTI RIGETTI COMPUTING INC Technology 466.0 $9K +266.0 +133.0% $19.32 -7.3%
1457 HCM HUTCHMED CHINA LTD Healthcare 812.0 $9K +774.0 +2036.8% $10.76 +17.4%
1458 ACAD ACADIA PHARMACEUTICALS INC Healthcare 345.0 $9K +123.0 +55.4% $25.30 +16.6%
1459 RLX RLX TECHNOLOGY INC Consumer Defensive 4,543.0 $9K +4K +623.4% $1.90 -4.7%
1460 WB WEIBO CORP Communication Services 1,174.0 $9K +962.0 +453.8% $7.26 -3.2%
Page 73 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%