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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 8 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 411,815.0 $50.7M 0.09% +311K +307.4% $123.11 +31.0%
142 ENB ENBRIDGE INC Energy 919,996.0 $49.9M 0.09% +226K +32.6% $54.21 -6.9%
143 APH AMPHENOL CORP Technology 270,341.0 $47.7M 0.08% +215K +387.1% $176.32 -11.0%
144 CGGO CAPITAL GROUP GBL GROWTH EQT 1,122,260.0 $47.5M 0.08% +355K +46.3% $42.33 -3.7%
145 VGK VANGUARD INTL EQUITY INDEX F 535,374.0 $47.4M 0.08% +477K +817.7% $88.54 +4.7%
146 VXUS VANGUARD STAR FDS 553,794.0 $47.3M 0.08% +484K +696.3% $85.49 +2.6%
147 DFAE DIMENSIONAL ETF TRUST 1,168,966.0 $47.0M 0.08% +1.2M +10000.0% $40.21 -1.8%
148 GD GENERAL DYNAMICS CORP Industrials 124,822.0 $44.2M 0.08% +12K +10.8% $354.24 +8.5%
149 BK BANK OF NY MELLON CORP Financial Services 303,879.0 $43.9M 0.08% +35K +12.9% $144.61 -1.9%
150 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 149,463.0 $43.8M 0.07% +14K +9.9% $293.18 +4.1%
151 SPMB SPDR SERIES TRUST 1,962,264.0 $43.8M 0.07% +220K +12.7% $22.31 -1.6%
152 FIRST TR EXCH TRADED FD III 585,764.0 $43.2M 0.07% +78K +15.3% $73.80
153 UBER UBER TECHNOLOGIES INC Technology 593,368.0 $42.8M 0.07% +130K +28.1% $72.16 +9.2%
154 NFLX NETFLIX INC. Communication Services 599,245.0 $42.8M 0.07% +282K +89.0% $71.40 +11.5%
155 VGSH VANGUARD SCOTTSDALE FDS 726,811.0 $42.3M 0.07% +726K +10000.0% $58.20 -0.1%
156 CDNS CADENCE DESIGN SYSTEM INC Technology 111,122.0 $41.7M 0.07% +2K +2.2% $375.32 -15.0%
157 WMT WALMART INC Consumer Defensive 364,801.0 $41.3M 0.07% +8K +2.3% $113.26 -8.4%
158 BTI BRITISH AMERN TOB PLC Consumer Defensive 667,907.0 $41.2M 0.07% +110K +19.7% $61.76 -9.0%
159 LIN LINDE PLC Basic Materials 79,353.0 $41.2M 0.07% +3K +3.8% $518.94 -6.0%
160 PBR PETROLEO BRASILEIRO S A Energy 2,523,921.0 $40.8M 0.07% +1.3M +114.8% $16.16 +18.5%
Page 8 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%