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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 76 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 178.0 $6K +97.0 +119.8% $35.22 +3.0%
1502 BANF BANCFIRST CORP Financial Services 56.0 $6K +23.0 +69.7% $111.12 +1.6%
1503 OKLO OKLO INC Utilities 118.0 $6K +91.0 +337.0% $52.33 -19.6%
1504 VECO VEECO INSTRS INC DEL Technology 81.0 $6K +59.0 +268.2% $75.80 -36.9%
1505 CRC CALIFORNIA RES CORP Energy 115.0 $6K +55.0 +91.7% $52.87 +0.7%
1506 GRFS GRIFOLS S A Healthcare 856.0 $6K +642.0 +300.0% $7.08 +13.0%
1507 IDVO AMPLIFY ETF TR 137.0 $6K +85.0 +163.5% $42.00 +3.0%
1508 SYM SYMBOTIC INC Industrials 127.0 $6K +101.0 +388.5% $44.95 -6.9%
1509 AR ANTERO RESOURCES CORP Energy 159.0 $6K +5.0 +3.2% $35.14 +8.0%
1510 ASB ASSOCIATED BANC-CORP Financial Services 180.0 $6K +25.0 +16.1% $30.77 +0.2%
1511 SFBS SERVISFIRST BANCSHARES INC Financial Services 63.0 $5K +23.0 +57.5% $86.75 -50.0%
1512 VIRTUS CONVERTIBLE & INCOME 307.0 $5K +250.0 +438.6% $17.59
1513 STRA STRATEGIC ED INC Consumer Defensive 70.0 $5K +5.0 +7.7% $76.61 +8.9%
1514 LI LI AUTO INC Consumer Cyclical 444.0 $5K +18.0 +4.2% $11.74 +11.1%
1515 FENY FIDELITY COVINGTON TRUST 174.0 $5K +124.0 +248.0% $29.56 +19.5%
1516 AIEQ AMPLIFY ETF TR 103.0 $5K +12.0 +13.2% $49.44 +2.5%
1517 TDW TIDEWATER INC NEW Energy 76.0 $5K +22.0 +40.7% $66.63 +43.0%
1518 MTRN MATERION CORP Basic Materials 17.0 $5K +6.0 +54.5% $297.41 -22.0%
1519 GEO GEO GROUP INC Industrials 170.0 $5K +166.0 +4150.0% $29.55 +10.7%
1520 BGY BLACKROCK ENHANCED INTL DIV Financial Services 872.0 $5K +507.0 +138.9% $5.74 +1.9%
Page 76 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%