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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 77 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 VICR VICOR CORP Technology 13.0 $5K +10.0 +333.3% $379.77 -47.2%
1522 STEP STEPSTONE GROUP INC Financial Services 118.0 $5K +35.0 +42.2% $41.36 +20.9%
1523 SNAP SNAP INC Communication Services 1,092.0 $5K +713.0 +188.1% $4.44 +17.9%
1524 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 789.0 $5K +700.0 +786.5% $6.14 +6.9%
1525 SCHWAB STRATEGIC TR 189.0 $5K +165.0 +687.5% $25.42
1526 AVTR AVANTOR INC Healthcare 485.0 $5K +464.0 +2209.5% $9.90 +46.0%
1527 FSK FS KKR CAP CORP Financial Services 455.0 $5K +359.0 +374.0% $10.50 +13.4%
1528 PBT PERMIAN BASIN RTY TR Energy 189.0 $5K +47.0 +33.1% $25.04 +36.8%
1529 SDIV GLOBAL X FDS 192.0 $5K +120.0 +166.7% $24.44 +2.0%
1530 DRD DRDGOLD LIMITED Basic Materials 219.0 $5K +103.0 +88.8% $21.30 +44.1%
1531 QFIN QFIN HOLDINGS INC Financial Services 294.0 $5K +170.0 +137.1% $15.81 -26.8%
1532 BOE BLACKROCK ENHANCED GLOBAL Financial Services 384.0 $5K +96.0 +33.3% $12.09 +2.6%
1533 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 570.0 $5K +513.0 +900.0% $8.06 -1.2%
1534 ELPC COMPANHIA PARANAENSE DE ENER Utilities 393.0 $5K +328.0 +504.6% $11.65 -5.5%
1535 SBSW SIBANYE STILLWATER LTD Basic Materials 538.0 $5K +273.0 +103.0% $8.49 +48.2%
1536 IRMD IRADIMED CORP Healthcare 47.0 $4K +9.0 +23.7% $95.55 -8.1%
1537 MGA MAGNA INTL INC Consumer Cyclical 67.0 $4K +62.0 +1240.0% $66.12 +10.5%
1538 JBT MAREL CORPORATION 30.0 $4K +7.0 +30.4% $145.00
1539 GEM GOLDMAN SACHS ETF TR 84.0 $4K +16.0 +23.5% $51.71 -1.0%
1540 AAON AAON INC Industrials 34.0 $4K +18.0 +112.5% $126.85 -37.4%
Page 77 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%