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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 102 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 DFVX DIMENSIONAL ETF TRUST 378.0 $31K +319.0 +540.7% $82.23 +3.9%
2022 SEAPORT THERAPEUTICS INC 1,431.0 $31K NEW $21.72
2023 FID FIRST TR EXCHANGE TRADED FD 1,448.0 $31K NEW $21.46 +8.0%
2024 SOLV SOLVENTUM CORP Healthcare 402.0 $31K -323.0 -44.5% $77.21 +17.8%
2025 RVTY REVVITY INC Healthcare 277.0 $31K -341.0 -55.2% $111.26 +16.6%
2026 DNOV FIRST TR EXCHNG TRADED FD VI 598.0 $31K $51.35 +2.0%
2027 FNV FRANCO NEV CORP Basic Materials 147.0 $31K +34.0 +30.1% $208.44 +30.2%
2028 KSS KOHLS CORP Consumer Cyclical 1,728.0 $31K +2K +4330.8% $17.72 +2.4%
2029 KOP KOPPERS HOLDINGS INC Basic Materials 679.0 $30K NEW $44.90 +3.2%
2030 IMTM ISHARES TR 571.0 $30K -560.0 -49.5% $53.33 +0.7%
2031 ELAN ELANCO ANIMAL HEALTH INC Healthcare 1,232.0 $30K +361.0 +41.5% $24.62 -0.5%
2032 AFRM AFFIRM HLDGS INC Technology 371.0 $30K -10K -96.3% $81.65 -5.1%
2033 LEG LEGGETT & PLATT INC Consumer Cyclical 2,581.0 $30K +3K +3996.8% $11.71 -21.4%
2034 NJR NEW JERSEY RES CORP Utilities 539.0 $30K +394.0 +271.7% $56.04 -4.0%
2035 BLACKSTONE DIGITAL INFRASTRU 1,394.0 $30K NEW $21.63
2036 PPLT ABRDN PLATINUM ETF TRUST Financial Services 2,130.0 $30K +2K +5095.1% $14.13 +18.6%
2037 LZB LA Z BOY INC Consumer Cyclical 749.0 $30K +24.0 +3.3% $40.12 -18.4%
2038 BBAX J P MORGAN EXCHANGE TRADED F 499.0 $30K +307.0 +159.9% $59.87 +8.6%
2039 FXO FIRST TR EXCHANGE-TRADED FD 478.0 $30K -74.0 -13.4% $62.46 +6.1%
2040 ICOW PACER FDS TR 714.0 $30K $41.63 +9.1%
Page 102 of 178  ·  3,558 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%