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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 111 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 CEF SPROTT ASSET MANAGEMENT LP Financial Services 467.0 $19K +347.0 +289.2% $40.23 +17.8%
2202 FLTR VANECK ETF TRUST 732.0 $19K $25.61 -0.1%
2203 VCTR VICTORY CAP HLDGS INC DEL Financial Services 223.0 $19K +139.0 +165.5% $84.06 +42.4%
2204 EXP EAGLE MATLS INC Basic Materials 83.0 $19K -19.0 -18.6% $225.00 -11.9%
2205 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 103.0 $19K NEW $181.15 +15.7%
2206 QARP DBX ETF TR 287.0 $19K NEW $64.82 +5.5%
2207 ONTO ONTO INNOVATION INC Technology 49.0 $19K +3.0 +6.5% $378.45 -23.4%
2208 INDA ISHARES TR 375.0 $19K -168.0 -30.9% $49.39 +0.4%
2209 TMAT NORTHERN LTS FD TR IV 589.0 $19K +386.0 +190.2% $31.43 -6.3%
2210 PICK ISHARES INC 318.0 $18K +221.0 +227.8% $58.15 +14.7%
2211 WES WESTERN MIDSTREAM PARTNERS L Energy 422.0 $18K +212.0 +101.0% $43.76 +9.7%
2212 GSSC GOLDMAN SACHS ETF TR 202.0 $18K NEW $91.29 -0.1%
2213 MORGAN STANLEY PATHWAY FDS 314.0 $18K NEW $58.70
2214 FRME FIRST MERCHANTS CORP Financial Services 421.0 $18K +310.0 +279.3% $43.69 -4.8%
2215 UOCT INNOVATOR ETFS TRUST 445.0 $18K +51.0 +12.9% $41.11 +2.2%
2216 BALT INNOVATOR ETFS TRUST 532.0 $18K NEW $34.27 +1.5%
2217 FLAGSTAR BANK NATIONAL ASSOC 1,220.0 $18K +1K +6000.0% $14.94
2218 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 236.0 $18K -36.0 -13.2% $76.88 -6.3%
2219 RDIV INVESCO EXCH TRADED FD TR II 311.0 $18K -737.0 -70.3% $58.00 +9.3%
2220 CEFS EXCHANGE LISTED FDS TR 703.0 $18K $25.64 -1.2%
Page 111 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%