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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 34 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SMOT VANECK ETF TRUST 355.0 $14K -214.0 -37.6% $38.86 +6.2%
662 CEMB ISHARES INC 295.0 $13K -496.0 -62.7% $45.65 -0.8%
663 IUS INVESCO EXCH TRD SLF IDX FD 205.0 $13K -190.0 -48.1% $65.58 +6.4%
664 CPT CAMDEN PPTY TR Real Estate 117.0 $13K -328.0 -73.7% $114.49 -6.0%
665 FCAL FIRST TR EXCH TRADED FD III 266.0 $13K -135.0 -33.7% $49.65 -2.2%
666 AWI ARMSTRONG WORLD INDS INC NEW Industrials 82.0 $13K -9.0 -9.9% $160.41 +11.3%
667 S SENTINELONE INC Technology 775.0 $13K -1K -59.3% $16.97 +24.9%
668 UDR UDR INC Real Estate 322.0 $13K -4K -92.5% $39.94 -5.4%
669 KBWB INVESCO EXCH TRADED FD TR II 135.0 $13K -191.0 -58.6% $92.98 +2.8%
670 GBIL GOLDMAN SACHS ETF TR 124.0 $12K -370.0 -74.9% $100.16 -0.1%
671 BOH BANK HAWAII CORP Financial Services 152.0 $12K -141.0 -48.1% $81.49 -4.9%
672 ALK ALASKA AIR GROUP INC Industrials 235.0 $12K -1K -85.1% $52.20 -22.6%
673 FDLO FIDELITY COVINGTON TRUST 177.0 $12K -4.0 -2.2% $68.47 +6.1%
674 SRPT SAREPTA THERAPEUTICS INC Healthcare 672.0 $12K -79.0 -10.5% $17.97 +4.6%
675 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 1,521.0 $12K -192.0 -11.2% $7.88 -4.7%
676 CNA CNA FINL CORP Financial Services 246.0 $12K -20.0 -7.5% $48.61 +0.8%
677 DBX DROPBOX INC Technology 433.0 $12K -41.0 -8.7% $27.47 +25.5%
678 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1,125.0 $12K -4K -77.1% $10.57 +13.2%
679 BWZ SPDR SERIES TRUST 440.0 $12K -847.0 -65.8% $26.75 +2.5%
680 SIL GLOBAL X FDS 149.0 $12K -3.0 -2.0% $77.46 +28.5%
Page 34 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%