BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 STXG EA SERIES TRUST 51 $3K SOLD
122 EEFT EURONET WORLDWIDE INC Technology 34 $3K SOLD
123 BLUE OWL CAPITAL CORPORATION 200 $2K SOLD
124 COTY COTY INC Consumer Defensive 801 $2K SOLD
125 LINE LINEAGE INC Real Estate 69 $2K SOLD
126 DEW WISDOMTREE TR 39 $2K SOLD
127 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 200 $2K SOLD
128 BL BLACKLINE INC Technology 43 $2K SOLD
129 POTLATCHDELTIC CORPORATION 58 $2K SOLD
130 CACC CREDIT ACCEP CORP MICH Financial Services 5 $2K SOLD
131 POWI POWER INTEGRATIONS INC Technology 62 $2K SOLD
132 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 1,075 $2K SOLD
133 CTS CTS CORP Technology 50 $2K SOLD
134 BIT BLACKROCK MULTI SECTOR INC T Financial Services 161 $2K SOLD
135 FRONTIER COMMUNICATIONS PARE 53 $2K SOLD
136 EVTC EVERTEC INC Technology 69 $2K SOLD
137 OPPJ WISDOMTREE TR 41 $2K SOLD
138 DDS DILLARDS INC Consumer Cyclical 3 $2K SOLD
139 ACVU HARTFORD FDS EXCHANGE TRADED 66 $2K SOLD
140 HRI HERC HLDGS INC Industrials 12 $2K SOLD
Page 7 of 14  ·  263 positions
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%