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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 107 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 EIPI FIRST TR EXCHNG TRADED FD VI 1,059.0 $23K -159.0 -13.1% $21.84 +3.8%
2122 KOMP SPDR SERIES TRUST 323.0 $23K +2.0 +0.6% $71.50 -3.2%
2123 JETS ETF SER SOLUTIONS 695.0 $23K +612.0 +737.4% $33.22 -11.6%
2124 SOMNIGROUP INTERNATIONAL INC 294.0 $23K -218.0 -42.6% $78.51
2125 IVOV VANGUARD ADMIRAL FDS INC 202.0 $23K -144.0 -41.6% $114.07 +0.4%
2126 SE SEA LTD Consumer Cyclical 240.0 $23K -19K -98.8% $95.85 +23.4%
2127 CHT CHUNGHWA TELECOM CO LTD Communication Services 519.0 $23K +190.0 +57.8% $44.26 -2.9%
2128 DVA DAVITA INC Healthcare 103.0 $23K +49.0 +90.7% $222.55 -19.6%
2129 MFS ACTIVE EXCHANGE TRADED F 705.0 $23K NEW $32.48
2130 ACM AECOM Industrials 327.0 $23K -1K -76.5% $69.80 -5.1%
2131 FIVA FIDELITY COVINGTON TRUST 590.0 $23K NEW $38.54 +3.8%
2132 ALGN ALIGN TECHNOLOGY INC Healthcare 134.0 $23K +5.0 +3.9% $168.66 -5.8%
2133 DMAR FIRST TR EXCHNG TRADED FD VI 504.0 $23K NEW $44.73 +1.8%
2134 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 1,672.0 $22K +1K +593.8% $13.44 -3.2%
2135 AIVL WISDOMTREE TR 171.0 $22K NEW $131.13 +2.5%
2136 SIRI SIRIUSXM HOLDINGS INC Communication Services 756.0 $22K +663.0 +712.9% $29.56 -3.6%
2137 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 4,426.0 $22K +4K +1791.5% $5.03 +6.2%
2138 TKR TIMKEN CO Industrials 153.0 $22K +93.0 +155.0% $145.32 -14.3%
2139 AOK ISHARES TR 534.0 $22K +31.0 +6.2% $41.47 +0.0%
2140 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 265.0 $22K +33.0 +14.2% $83.48 +4.4%
Page 107 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%