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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 134 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 NOV NOV INC Energy 287.0 $5K -26.0 -8.3% $18.55 +6.5%
2662 PATHWARD FINANCIAL INC 61.0 $5K $87.07
2663 UYLD ANGEL OAK FUNDS TRUST 104.0 $5K $51.01 +0.2%
2664 URA GLOBAL X FDS 121.0 $5K -673.0 -84.8% $43.70 +4.5%
2665 DDWM WISDOMTREE TR 114.0 $5K $46.18 +2.6%
2666 ESE ESCO TECHNOLOGIES INC Technology 15.0 $5K -8.0 -34.8% $350.07 -21.3%
2667 LI LI AUTO INC Consumer Cyclical 444.0 $5K +18.0 +4.2% $11.74 +6.3%
2668 TTC TORO CO Industrials 53.0 $5K $98.06 +1.5%
2669 BCO BRINKS CO Industrials 55.0 $5K -39.0 -41.5% $94.49 +19.4%
2670 FXG FIRST TR EXCHANGE-TRADED FD 83.0 $5K -12.0 -12.6% $62.61 +6.9%
2671 IBTP ISHARES TR 204.0 $5K NEW $25.39 -1.5%
2672 COMB GRANITESHARES ETF TR 215.0 $5K $24.08 +13.6%
2673 GSY INVESCO ACTIVELY MANAGED EXC 103.0 $5K -331.0 -76.3% $50.15 -0.1%
2674 IBTO ISHARES TR 214.0 $5K NEW $24.13 -1.4%
2675 FFOG FRANKLIN TEMPLETON ETF TR 100.0 $5K NEW $51.52 -5.3%
2676 FENY FIDELITY COVINGTON TRUST 174.0 $5K +124.0 +248.0% $29.56 +18.5%
2677 FXU FIRST TR EXCHANGE-TRADED FD 104.0 $5K $49.34 -2.8%
2678 KD KYNDRYL HLDGS INC Technology 451.0 $5K -602.0 -57.2% $11.31 +12.7%
2679 AIEQ AMPLIFY ETF TR 103.0 $5K +12.0 +13.2% $49.44 +2.2%
2680 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 418.0 $5K -35.0 -7.7% $12.13 -3.9%
Page 134 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%