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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 110 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 DFAR DIMENSIONAL ETF TRUST 763.0 $20K +260.0 +51.7% $26.16 +0.5%
2182 PHR PHREESIA INC Healthcare 1,935.0 $20K $10.29 +15.3%
2183 DNP DNP SELECT INCOME FD INC Financial Services 1,834.0 $20K -299.0 -14.0% $10.79 +1.2%
2184 WIT WIPRO LTD Technology 8,770.0 $20K +5K +155.5% $2.25 -20.0%
2185 LSTR LANDSTAR SYS INC Industrials 95.0 $20K -40.0 -29.6% $206.81 -12.1%
2186 J P MORGAN EXCHANGE TRADED F 140.0 $20K NEW $140.23
2187 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 669.0 $20K -3K -83.2% $29.29 +23.9%
2188 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 709.0 $20K +157.0 +28.4% $27.59 -1.4%
2189 CWI SPDR INDEX SHS FDS 480.0 $20K -210.0 -30.4% $40.67 +2.2%
2190 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 164.0 $19K +160.0 +4000.0% $118.53 -28.3%
2191 FNK FIRST TR EXCHANGE-TRADED ALP 317.0 $19K NEW $61.31 +5.2%
2192 MP MP MATERIALS CORP Basic Materials 347.0 $19K -827.0 -70.4% $56.01 +5.4%
2193 VSLU ETF OPPORTUNITIES TRUST 418.0 $19K $46.25 +6.4%
2194 RDN RADIAN GROUP INC Financial Services 511.0 $19K +259.0 +102.8% $37.67 -3.1%
2195 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 259.0 $19K +201.0 +346.6% $74.04 +8.6%
2196 CVY INVESCO EXCHANGE TRADED FD T 663.0 $19K $28.83 +6.1%
2197 CWS ADVISORSHARES TR 280.0 $19K $68.19 +6.5%
2198 KNF KNIFE RIVER CORP Basic Materials 227.0 $19K +29.0 +14.7% $83.65 -20.4%
2199 NPO ENPRO INC Industrials 50.0 $19K +46.0 +1150.0% $376.94 -18.1%
2200 MTN VAIL RESORTS INC Consumer Cyclical 138.0 $19K +91.0 +193.6% $136.15 +6.2%
Page 110 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%