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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 113 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 IWFG NEW YORK LIFE INVTS ACTIVE E 318.0 $17K NEW $54.23 -0.3%
2242 JMTG J P MORGAN EXCHANGE TRADED F 340.0 $17K -838.0 -71.1% $50.68 -0.9%
2243 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 68.0 $17K +7.0 +11.5% $253.16 -15.7%
2244 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 276.0 $17K +271.0 +5420.0% $62.22 -30.6%
2245 ONEY SPDR SERIES TRUST 134.0 $17K $128.10 +5.6%
2246 FDMO FIDELITY COVINGTON TRUST 174.0 $17K -2K -93.1% $98.51 -4.0%
2247 TDAY USA TODAY CO INC Communication Services 2,000.0 $17K $8.55 -25.6%
2248 NHP NATIONAL HEALTHCARE PPTYS IN Real Estate 1,167.0 $17K NEW $14.65 +12.9%
2249 RODM LATTICE STRATEGIES TR 422.0 $17K +329.0 +353.8% $40.38 +4.4%
2250 GGG GRACO INC Industrials 225.0 $17K +11.0 +5.1% $75.61 +4.6%
2251 HTGC HERCULES CAPITAL INC Financial Services 1,078.0 $17K -708.0 -39.6% $15.77 +11.5%
2252 SCHC SCHWAB STRATEGIC TR 353.0 $17K -80.0 -18.5% $48.12 +7.6%
2253 GSGO GOLDMAN SACHS ETF TR 377.0 $17K $45.03 -1.1%
2254 ECG EVERUS CONSTR GROUP Industrials 102.0 $17K +25.0 +32.5% $165.95 -27.0%
2255 MRSK NORTHERN LIGHTS FD TR 437.0 $17K +93.0 +27.0% $38.61 +2.4%
2256 FRT FEDERAL RLTY INVT TR NEW Real Estate 136.0 $17K +57.0 +72.2% $123.44 -5.4%
2257 SGOL ETFS GOLD TR Financial Services 439.0 $17K $38.23 +14.3%
2258 GOAU ETF SER SOLUTIONS 451.0 $17K $37.19 +35.0%
2259 SHAK SHAKE SHACK INC Consumer Cyclical 299.0 $17K -69.0 -18.8% $56.02 +29.3%
2260 PBUS INVESCO EXCH TRADED FD TR II 222.0 $17K $74.84 +3.0%
Page 113 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%