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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 78 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 AX AXOS FINANCIAL INC Financial Services 44.0 $4K +12.0 +37.5% $97.39 -0.7%
1542 VIST VISTA ENERGY S.A.B. DE C.V. Energy 67.0 $4K +33.0 +97.1% $63.81 +9.0%
1543 INTERNATIONAL BANCSHARES COR 55.0 $4K +44.0 +400.0% $75.95
1544 NWN NORTHWEST NAT HLDG CO Utilities 85.0 $4K +10.0 +13.3% $49.06 +0.7%
1545 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 120.0 $4K +98.0 +445.4% $34.53 +22.4%
1546 MARA MARA HOLDINGS INC Financial Services 293.0 $4K +260.0 +787.9% $13.89 -18.9%
1547 LEU CENTRUS ENERGY CORP Energy 23.0 $4K +18.0 +360.0% $167.87 +11.0%
1548 CC CHEMOURS CO Basic Materials 188.0 $4K +133.0 +241.8% $20.52 -22.2%
1549 IIPR INNOVATIVE INDL PPTYS INC Real Estate 62.0 $4K +1.0 +1.6% $61.98 -8.5%
1550 ESQ ESQUIRE FINL HLDGS INC Financial Services 32.0 $4K +2.0 +6.7% $119.12 -3.2%
1551 JOYY JOYY INC Communication Services 57.0 $4K +47.0 +470.0% $65.98 +11.6%
1552 AMTM AMENTUM HOLDINGS INC Industrials 180.0 $4K +38.0 +26.8% $20.67 +4.0%
1553 RNP COHEN & STEERS REIT & PFD & Financial Services 181.0 $4K +169.0 +1408.3% $20.30 -0.1%
1554 VRP INVESCO EXCH TRADED FD TR II 151.0 $4K +60.0 +65.9% $24.31 -0.6%
1555 RIG TRANSOCEAN LTD Energy 732.0 $4K +239.0 +48.5% $4.89 +21.1%
1556 HUT 8 CORP 31.0 $4K +24.0 +342.9% $115.45
1557 BSBR BANCO SANTANDER BRASIL S A Financial Services 660.0 $3K +181.0 +37.8% $5.25 +9.3%
1558 AUPH AURINIA PHARMACEUTICALS INC Healthcare 204.0 $3K +81.0 +65.8% $16.97 -1.9%
1559 TRN TRINITY INDS INC Industrials 99.0 $3K +3.0 +3.1% $34.58 -13.8%
1560 CRAI CRA INTL INC Industrials 24.0 $3K +2.0 +9.1% $142.29 +24.3%
Page 78 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%