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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 136 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 SNAP SNAP INC Communication Services 1,092.0 $5K +713.0 +188.1% $4.44 +24.6%
2702 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 789.0 $5K +700.0 +786.5% $6.14 +6.7%
2703 IBLC ISHARES TR 100.0 $5K NEW $48.13 -5.7%
2704 GUT GABELLI UTIL TR Financial Services 730.0 $5K $6.59 +0.6%
2705 SCHWAB STRATEGIC TR 189.0 $5K +165.0 +687.5% $25.42
2706 AVTR AVANTOR INC Healthcare 485.0 $5K +464.0 +2209.5% $9.90 +44.0%
2707 FSK FS KKR CAP CORP Financial Services 455.0 $5K +359.0 +374.0% $10.50 +14.7%
2708 EWP ISHARES INC 80.0 $5K NEW $59.39 +6.5%
2709 TALO TALOS ENERGY INC Energy 368.0 $5K NEW $12.91 +31.1%
2710 PBT PERMIAN BASIN RTY TR Energy 189.0 $5K +47.0 +33.1% $25.04 +38.8%
2711 NEAR ISHARES U S ETF TR 93.0 $5K -8.0 -7.9% $50.66 -0.2%
2712 SDIV GLOBAL X FDS 192.0 $5K +120.0 +166.7% $24.44 +2.1%
2713 DRD DRDGOLD LIMITED Basic Materials 219.0 $5K +103.0 +88.8% $21.30 +45.2%
2714 EVT EATON VANCE TAX ADVT DIV INC Financial Services 168.0 $5K $27.68 +4.7%
2715 QFIN QFIN HOLDINGS INC Financial Services 294.0 $5K +170.0 +137.1% $15.81 -30.5%
2716 BOE BLACKROCK ENHANCED GLOBAL Financial Services 384.0 $5K +96.0 +33.3% $12.09 +2.6%
2717 DECW AIM ETF PRODUCTS TRUST 130.0 $5K $35.65 +1.7%
2718 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 118.0 $5K -2K -93.5% $39.07 +10.0%
2719 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 570.0 $5K +513.0 +900.0% $8.06 +0.4%
2720 SLAB SILICON LABORATORIES INC Technology 21.0 $5K -2.0 -8.7% $218.57 -0.2%
Page 136 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%