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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 135 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 TDW TIDEWATER INC NEW Energy 76.0 $5K +22.0 +40.7% $66.63 +39.5%
2682 INVESCO QUALITY MUN INCOME T 500.0 $5K $10.12
2683 MTRN MATERION CORP Basic Materials 17.0 $5K +6.0 +54.5% $297.41 -22.7%
2684 MIDCAP FINANCIAL INVSTMNT CO 500.0 $5K $10.08
2685 EQWL INVESCO EXCHANGE TRADED FD T 39.0 $5K NEW $129.03 +4.8%
2686 GEO GEO GROUP INC Industrials 170.0 $5K +166.0 +4150.0% $29.55 +8.9%
2687 BGY BLACKROCK ENHANCED INTL DIV Financial Services 872.0 $5K +507.0 +138.9% $5.74 +1.9%
2688 EATON VANCE TAX-MANAGED BUY- 336.0 $5K $14.88
2689 AVMC AMERICAN CENTY ETF TR 62.0 $5K $80.26 +0.8%
2690 CNM CORE & MAIN INC Industrials 103.0 $5K -58.0 -36.0% $48.25 -8.0%
2691 VTES VANGUARD WELLINGTON FD 49.0 $5K NEW $101.31 -0.4%
2692 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 95.0 $5K -12K -99.2% $52.17 +3.2%
2693 FSBW FS BANCORP INC Financial Services 114.0 $5K NEW $43.40 -1.1%
2694 VICR VICOR CORP Technology 13.0 $5K +10.0 +333.3% $379.77 -50.0%
2695 MLN VANECK ETF TRUST 276.0 $5K NEW $17.78 -2.4%
2696 SHOO MADDEN STEVEN LTD Consumer Cyclical 116.0 $5K -59.0 -33.7% $42.10 +9.0%
2697 STEP STEPSTONE GROUP INC Financial Services 118.0 $5K +35.0 +42.2% $41.36 +19.0%
2698 UEC URANIUM ENERGY CORP Energy 457.0 $5K -375.0 -45.1% $10.66 +17.3%
2699 IYZ ISHARES TR 115.0 $5K -297.0 -72.1% $42.31 +0.7%
2700 MXL MAXLINEAR INC Technology 38.0 $5K $128.03 -51.0%
Page 135 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%