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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 124 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 UE URBAN EDGE PPTYS Real Estate 426.0 $10K +299.0 +235.4% $22.88 -6.3%
2462 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 735.0 $10K -28.0 -3.7% $13.26 +6.2%
2463 KAI KADANT INC Industrials 31.0 $10K $314.23 -2.6%
2464 WMS ADVANCED DRAIN SYS INC DEL Industrials 62.0 $10K +30.0 +93.8% $156.97 -9.9%
2465 RECS COLUMBIA ETF TR I 224.0 $10K +107.0 +91.5% $43.28 +4.4%
2466 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 760.0 $10K +578.0 +317.6% $12.73 -2.1%
2467 AVES AMERICAN CENTY ETF TR 146.0 $10K NEW $65.60 +0.8%
2468 ANDE ANDERSONS INC Consumer Defensive 140.0 $10K +105.0 +300.0% $68.40 -4.6%
2469 QUS SPDR SERIES TRUST 51.0 $10K NEW $186.86 +4.5%
2470 CLM CORNERSTONE STRATEGIC INVEST Financial Services 1,256.0 $9K -7K -84.2% $7.56 -11.5%
2471 LWLG LIGHTWAVE LOGIC INC Basic Materials 1,000.0 $9K $9.46 -38.4%
2472 UFCS UNITED FIRE GROUP INC Financial Services 180.0 $9K +69.0 +62.2% $52.44 +3.1%
2473 ORRF ORRSTOWN FINL SVCS INC Financial Services 231.0 $9K NEW $40.83 +3.4%
2474 WLDR TWO RDS SHARED TR 202.0 $9K -7.0 -3.4% $46.46 +2.2%
2475 PJT PJT PARTNERS INC Financial Services 62.0 $9K +8.0 +14.8% $150.94 +15.8%
2476 STNG SCORPIO TANKERS INC Energy 135.0 $9K NEW $69.26 +8.1%
2477 FMET FIDELITY COVINGTON TRUST 253.0 $9K -2.0 -0.8% $36.74 +4.9%
2478 NJUL INNOVATOR ETFS TRUST 120.0 $9K $77.43 -1.0%
2479 SAIC SCIENCE APPLICATIONS INTL CO Technology 84.0 $9K +51.0 +154.6% $110.45 +15.5%
2480 BNTX BIONTECH SE Healthcare 99.0 $9K +36.0 +57.1% $93.05 +21.0%
Page 124 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%