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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 127 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 AAT AMERICAN ASSETS TR INC Real Estate 336.0 $8K +325.0 +2954.6% $24.69 -7.8%
2522 WTM WHITE MTNS INS GROUP LTD Financial Services 4.0 $8K +2.0 +100.0% $2073.50 +2.8%
2523 DBAW DBX ETF TR 171.0 $8K NEW $48.48 +0.2%
2524 XPH SPDR SERIES TRUST 125.0 $8K NEW $66.27 +10.0%
2525 ATEN A10 NETWORKS INC Technology 220.0 $8K +56.0 +34.1% $37.36 -30.7%
2526 TREX TREX INC Industrials 164.0 $8K -3K -94.7% $50.04 -6.7%
2527 FCN FTI CONSULTING INC Industrials 55.0 $8K +45.0 +450.0% $149.02 +1.9%
2528 Z ZILLOW GROUP INC Communication Services 260.0 $8K -2K -89.2% $31.52 +10.9%
2529 BBD BANCO BRADESCO S A Financial Services 2,361.0 $8K +631.0 +36.5% $3.47 -5.9%
2530 CMDT PIMCO ETF TR 267.0 $8K NEW $30.67 +9.6%
2531 QMOM EA SERIES TRUST 104.0 $8K NEW $78.73 -4.7%
2532 BNS BANK NOVA SCOTIA B C Financial Services 94.0 $8K +35.0 +59.3% $86.84 +7.8%
2533 FAF FIRST AMERN FINL CORP Financial Services 119.0 $8K -3.0 -2.5% $68.59 +7.3%
2534 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 95.0 $8K +1.0 +1.1% $85.75 +3.7%
2535 AGOX STARBOARD INVT TR 235.0 $8K $34.66 -2.0%
2536 DFEV DIMENSIONAL ETF TRUST 188.0 $8K NEW $42.66 -0.7%
2537 BUL PACER FDS TR 136.0 $8K $58.96 +11.0%
2538 IGR CBRE GBL REAL ESTATE INC FD Financial Services 1,736.0 $8K NEW $4.61 +1.3%
2539 TY TRI CONTL CORP Financial Services 232.0 $8K -1K -85.8% $34.42 +3.7%
2540 CNOB CONNECTONE BANCORP INC Financial Services 237.0 $8K NEW $33.44 -4.4%
Page 127 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%