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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 141 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 RIG TRANSOCEAN LTD Energy 732.0 $4K +239.0 +48.5% $4.89 +18.0%
2802 HUT 8 CORP 31.0 $4K +24.0 +342.9% $115.45
2803 LBRDK LIBERTY BROADBAND CORP Communication Services 107.0 $4K -1.0 -0.9% $33.26 +8.3%
2804 ESAB ESAB CORPORATION Industrials 36.0 $4K -92.0 -71.9% $98.64 -19.7%
2805 TFX TELEFLEX INCORPORATED Healthcare 28.0 $4K -22.0 -44.0% $126.75 +9.1%
2806 PIE INVESCO EXCH TRADED FD TR II 106.0 $4K NEW $33.40 -1.8%
2807 VANGUARD CALIF TAX FREE FDS 35.0 $4K NEW $100.60
2808 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 113.0 $4K -55.0 -32.7% $31.02 -9.4%
2809 MSA MSA SAFETY INC Industrials 20.0 $3K -20.0 -50.0% $174.60 +8.2%
2810 CORE LABORATORIES INC 298.0 $3K -536.0 -64.3% $11.65
2811 BSBR BANCO SANTANDER BRASIL S A Financial Services 660.0 $3K +181.0 +37.8% $5.25 +10.1%
2812 AUPH AURINIA PHARMACEUTICALS INC Healthcare 204.0 $3K +81.0 +65.8% $16.97 -2.4%
2813 AVK ADVENT CONV & INCOME FD Financial Services 262.0 $3K $13.10 -4.3%
2814 PB PROSPERITY BANCSHARES INC Financial Services 47.0 $3K -12.0 -20.3% $73.02 -0.4%
2815 DBMF LITMAN GREGORY FDS TR 112.0 $3K NEW $30.61 +2.1%
2816 TRN TRINITY INDS INC Industrials 99.0 $3K +3.0 +3.1% $34.58 -14.1%
2817 FXZ FIRST TR EXCHANGE-TRADED FD 43.0 $3K $79.44 +9.1%
2818 CRAI CRA INTL INC Industrials 24.0 $3K +2.0 +9.1% $142.29 +23.4%
2819 CHTR CHARTER COMMUNICATIONS INC Communication Services 24.0 $3K -58.0 -70.7% $142.21 +5.7%
2820 PCY INVESCO EXCH TRADED FD TR II 158.0 $3K +19.0 +13.7% $21.60 -2.7%
Page 141 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%