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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 30 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SOLV SOLVENTUM CORP Healthcare 402.0 $31K -323.0 -44.5% $77.21 +17.0%
582 RVTY REVVITY INC Healthcare 277.0 $31K -341.0 -55.2% $111.26 +9.6%
583 IMTM ISHARES TR 571.0 $30K -560.0 -49.5% $53.33 +0.4%
584 AFRM AFFIRM HLDGS INC Technology 371.0 $30K -10K -96.3% $81.65 -5.5%
585 FXO FIRST TR EXCHANGE-TRADED FD 478.0 $30K -74.0 -13.4% $62.46 +6.2%
586 KTB KONTOOR BRANDS INC Consumer Cyclical 355.0 $30K -28.0 -7.3% $83.27 -0.2%
587 PDD PDD HOLDINGS INC Consumer Cyclical 381.0 $29K -50.0 -11.6% $76.32 +16.0%
588 FPE FIRST TR EXCH TRADED FD III 1,620.0 $29K -12K -88.0% $17.88 -1.2%
589 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 2,524.0 $29K -86.0 -3.3% $11.45 -0.8%
590 CANADIAN PACIFIC KANSAS CITY 328.0 $28K -865.0 -72.5% $86.74
591 MSTR STRATEGY INC Technology 325.0 $28K -62.0 -16.0% $86.93 +39.0%
592 FLR FLUOR CORP Industrials 538.0 $28K -139.0 -20.5% $52.39 -0.7%
593 FLUTTER ENTMT PLC 270.0 $28K -18K -98.5% $102.12
594 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 438.0 $27K -39.0 -8.2% $61.82 -1.5%
595 PNOV INNOVATOR ETFS TRUST 608.0 $27K -136.0 -18.3% $44.35 +2.1%
596 FULC FULCRUM THERAPEUTICS INC Healthcare 7,321.0 $27K -863.0 -10.5% $3.66 +4.2%
597 FIGS FIGS INC Consumer Cyclical 2,540.0 $26K -64.0 -2.5% $10.23 +44.0%
598 SIVR ABRDN SILVER ETF TRUST Financial Services 457.0 $26K -102K -99.6% $56.22 +16.3%
599 CRY ARTIVION INC 1,134.0 $25K -26.0 -2.2% $22.47 -22.5%
600 M MACYS INC Consumer Cyclical 1,072.0 $25K -364.0 -25.4% $23.55 -1.2%
Page 30 of 50  ·  991 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%