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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 103 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 FVC FIRST TR EXCHANGE TRADED FD 678.0 $30K $43.80 -1.8%
2042 CFA VICTORY PORTFOLIOS II 300.0 $30K NEW $98.80 +2.9%
2043 RQI COHEN & STEERS QUALITY INCOM Financial Services 2,405.0 $30K +1K +96.0% $12.31 +0.2%
2044 KTB KONTOOR BRANDS INC Consumer Cyclical 355.0 $30K -28.0 -7.3% $83.27 -8.2%
2045 THG HANOVER INS GROUP INC Financial Services 138.0 $30K +22.0 +19.0% $214.17 +6.3%
2046 CHAT TIDAL TRUST II 299.0 $30K $98.68 -9.3%
2047 AZTA AZENTA INC Healthcare 1,156.0 $30K +324.0 +38.9% $25.52 +31.7%
2048 QDPL PACER FDS TR 654.0 $29K NEW $45.07 +3.6%
2049 FEZ SPDR INDEX SHS FDS 426.0 $29K +294.0 +222.7% $68.68 +3.9%
2050 BCML BAYCOM CORP Financial Services 886.0 $29K NEW $32.90 -8.9%
2051 PDD PDD HOLDINGS INC Consumer Cyclical 381.0 $29K -50.0 -11.6% $76.32 +11.0%
2052 IDUB ETF SER SOLUTIONS 1,054.0 $29K NEW $27.48 +3.2%
2053 FPE FIRST TR EXCH TRADED FD III 1,620.0 $29K -12K -88.0% $17.88 -1.0%
2054 CHW CALAMOS GBL DYN INCOME FUND Financial Services 3,250.0 $29K $8.91 -3.9%
2055 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 2,524.0 $29K -86.0 -3.3% $11.45 -2.3%
2056 MOOG INC 68.0 $29K +36.0 +112.5% $423.84
2057 CPSJ CALAMOS ETF TR 1,040.0 $29K NEW $27.67 +1.2%
2058 IBDR ISHARES TR 1,180.0 $29K +228.0 +23.9% $24.23 +0.0%
2059 CANADIAN PACIFIC KANSAS CITY 328.0 $28K -865.0 -72.5% $86.74
2060 GCOW PACER FDS TR 656.0 $28K +79.0 +13.7% $43.30 +9.2%
Page 103 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%