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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 108 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 KNSL KINSALE CAP GROUP INC Financial Services 67.0 $22K +46.0 +219.1% $329.87 +15.7%
2142 GSG ISHARES S&P GSCI COMMODITY- Financial Services 772.0 $22K -13.0 -1.7% $28.60 +16.8%
2143 JOE ST JOE CO Real Estate 350.0 $22K -2.0 -0.6% $62.63 +8.4%
2144 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 893.0 $22K -121.0 -11.9% $24.44 -8.2%
2145 AVT AVNET INC Technology 245.0 $22K +122.0 +99.2% $88.82 +3.0%
2146 BFS SAUL CTRS INC Real Estate 581.0 $22K -167.0 -22.3% $37.39 -10.5%
2147 UHS UNIVERSAL HLTH SVCS INC Healthcare 146.0 $22K -389.0 -72.7% $148.71 +16.0%
2148 DPG DUFF & PHELPS UTLITY AND INF Financial Services 1,453.0 $22K $14.84 -1.1%
2149 WBIY ABSOLUTE SHS TR 615.0 $21K $34.95 -0.1%
2150 SCJ ISHARES INC 204.0 $21K NEW $105.31 +3.8%
2151 PIO INVESCO EXCH TRADED FD TR II 476.0 $21K NEW $44.97 +0.4%
2152 JMOM J P MORGAN EXCHANGE TRADED F 248.0 $21K +121.0 +95.3% $85.46 -2.2%
2153 DTCR GLOBAL X FDS 696.0 $21K NEW $30.37 -6.2%
2154 VOYA VOYA FINANCIAL INC Financial Services 233.0 $21K +156.0 +202.6% $90.53 +11.7%
2155 FDRR FIDELITY COVINGTON TRUST 325.0 $21K +11.0 +3.5% $64.88 +7.2%
2156 OVV OVINTIV INC Energy 400.0 $21K +85.0 +27.0% $52.70 +23.7%
2157 KEX KIRBY CORP Industrials 155.0 $21K +32.0 +26.0% $135.97 +2.9%
2158 HEQT SIMPLIFY EXCHANGE TRADED FUN 628.0 $21K $33.54 +2.8%
2159 CHH CHOICE HOTELS INTL INC Consumer Cyclical 191.0 $21K +67.0 +54.0% $110.27 -1.6%
2160 JUNM FIRST TR EXCHNG TRADED FD VI 600.0 $21K $35.09 +1.0%
Page 108 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%