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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 82 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 CIG CIA ENERGETICA DE MINAS GERA Utilities 669.0 $1K +283.0 +73.3% $2.10 -8.6%
1622 SSL SASOL LTD Basic Materials 136.0 $1K +35.0 +34.6% $9.82 +27.1%
1623 WRD WERIDE INC Technology 222.0 $1K +187.0 +534.3% $5.82 +10.8%
1624 ACT ENACT HLDGS INC Financial Services 28.0 $1K +13.0 +86.7% $45.71 +7.6%
1625 UNIT UNITI GROUP LLC Real Estate 106.0 $1K +97.0 +1077.8% $11.47 -13.1%
1626 BIZD VANECK ETF TRUST 93.0 $1K +22.0 +31.0% $12.66 +5.0%
1627 LIONSGATE STUDIOS CORP 74.0 $1K +40.0 +117.7% $15.31
1628 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 93.0 $1K +58.0 +165.7% $12.06 -8.7%
1629 ONDS ONDAS INC Technology 128.0 $1K +20.0 +18.5% $8.24 +5.7%
1630 KYMR KYMERA THERAPEUTICS INC Healthcare 8.0 $917.0 +2.0 +33.3% $114.62 +4.5%
1631 TFLR T ROWE PRICE EXCHANGE-TRADED 18.0 $907.0 +12.0 +200.0% $50.39 +0.7%
1632 DXC DXC TECHNOLOGY CO Technology 82.0 $726.0 +36.0 +78.3% $8.85 +22.0%
1633 CNR CORE NATURAL RESOURCES INC Energy 9.0 $720.0 +3.0 +50.0% $80.00 +18.9%
1634 ARKF ARK ETF TR 18.0 $710.0 +16.0 +800.0% $39.44 +15.9%
1635 EFR EATON VANCE SR FLTNG RTE TR Financial Services 64.0 $678.0 +60.0 +1500.0% $10.59 +0.2%
1636 VCEL VERICEL CORP Healthcare 15.0 $667.0 +2.0 +15.4% $44.47 -4.0%
1637 LIBERTY GLOBAL LTD 54.0 $614.0 +40.0 +285.7% $11.37
1638 HAE HAEMONETICS CORP MASS Healthcare 8.0 $600.0 +3.0 +60.0% $75.00 +45.1%
1639 INVX INNOVEX INTERNATIONAL INC Energy 22.0 $546.0 +8.0 +57.1% $24.82 +18.1%
1640 TRIP TRIPADVISOR INC Consumer Cyclical 31.0 $425.0 +23.0 +287.5% $13.71 -27.1%
Page 82 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%