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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 9 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYW ISHARES TR 160,431.0 $40.5M 0.07% +36K +28.5% $252.23 -2.0%
162 SPTS SPDR SERIES TRUST 1,370,678.0 $39.8M 0.07% +634K +86.1% $29.01 -0.2%
163 JNJ JOHNSON & JOHNSON Healthcare 156,545.0 $39.8M 0.07% +20K +14.5% $253.97 +6.4%
164 XLV SELECT SECTOR SPDR TR 248,542.0 $39.4M 0.07% +9K +3.7% $158.66 +10.1%
165 AJG GALLAGHER ARTHUR J & CO Financial Services 170,168.0 $39.1M 0.07% +97K +131.9% $229.57 +14.9%
166 CGGR CAPITAL GROUP GROWTH ETF 818,413.0 $38.6M 0.07% +262K +47.0% $47.20 -0.4%
167 DIS DISNEY WALT CO Communication Services 397,882.0 $38.3M 0.07% +79K +25.0% $96.25 +12.0%
168 CGMU CAPITAL GRP FIXED INCM ETF T 1,388,326.0 $38.1M 0.07% +180K +14.9% $27.47 -1.4%
169 IQVIA HLDGS INC 197,012.0 $38.1M 0.07% +24K +14.1% $193.22
170 QTUM ETF SER SOLUTIONS 227,603.0 $37.6M 0.07% +43K +23.0% $165.38 -9.0%
171 MS MORGAN STANLEY Financial Services 179,567.0 $37.5M 0.07% +19K +11.9% $209.04 +2.5%
172 AIQ GLOBAL X FDS 566,694.0 $37.2M 0.06% +118K +26.3% $65.61 -3.3%
173 WELL WELLTOWER INC Real Estate 163,271.0 $37.1M 0.06% +32K +24.6% $226.97 +5.4%
174 BAI BLACKROCK ETF TRUST 695,064.0 $36.6M 0.06% +517K +290.1% $52.72 -16.0%
175 VCSH VANGUARD SCOTTSDALE FDS 463,040.0 $36.6M 0.06% +434K +1499.3% $79.03 -0.6%
176 CGMM CAPITAL GROUP EQUITY ETF TR 1,104,735.0 $36.4M 0.06% +354K +47.1% $32.97 +0.4%
177 XEMD BONDBLOXX ETF TRUST 809,097.0 $36.3M 0.06% +371K +84.5% $44.92 -1.1%
178 GS GOLDMAN SACHS GROUP INC Financial Services 35,816.0 $36.2M 0.06% +1K +3.8% $1011.37 +2.8%
179 SPHY SPDR SERIES TRUST 1,514,621.0 $35.5M 0.06% +308K +25.5% $23.44 -0.6%
180 SBS COMPANHIA DE SANEAMENTO BASI Utilities 6,072,960.0 $35.1M 0.06% +5.1M +516.3% $5.78 -20.2%
Page 9 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%