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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 144 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 MSGE SPHERE ENTERTAINMENT CO Communication Services 17.0 $3K $173.06 -54.0%
2862 PAA PLAINS ALL AMERN PIPELINE L Energy 132.0 $3K $22.26 +12.1%
2863 OBE OBSIDIAN ENERGY LTD Energy 357.0 $3K NEW $8.13 +41.7%
2864 FIDI FIDELITY COVINGTON TRUST 106.0 $3K +105.0 +10000.0% $27.37 +8.2%
2865 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 67.0 $3K $42.87 +1.6%
2866 VCLT VANGUARD SCOTTSDALE FDS 38.0 $3K -1.0 -2.6% $75.26 -4.3%
2867 WLK WESTLAKE CORPORATION Basic Materials 39.0 $3K $73.00 +4.8%
2868 EMBOTELLADORA ANDINA S A 129.0 $3K -18.0 -12.2% $22.00
2869 IYJ ISHARES TR 17.0 $3K $166.65 -1.3%
2870 SEABRIDGE GOLD INC 110.0 $3K NEW $25.74
2871 XSLV INVESCO EXCH TRADED FD TR II 54.0 $3K NEW $52.41 +1.4%
2872 FUTU FUTU HLDGS LTD Financial Services 30.0 $3K -330.0 -91.7% $93.73 +23.6%
2873 MAREX GROUP PLC 46.0 $3K $60.96
2874 CDP COPT DEFENSE PROPERTIES Real Estate 77.0 $3K -14.0 -15.4% $36.39 +2.9%
2875 IREN IREN LIMITED Financial Services 61.0 $3K NEW $45.74 -13.0%
2876 PCEF INVESCO EXCH TRADED FD TR II 137.0 $3K NEW $20.31 -0.9%
2877 FLCA FRANKLIN TEMPLETON ETF TR 54.0 $3K -15.0 -21.7% $51.46 +7.7%
2878 IHY VANECK ETF TRUST 128.0 $3K $21.66 +0.5%
2879 SEI EXCHANGE TRADED FUNDS 78.0 $3K NEW $35.49
2880 UMH UMH PPTYS INC Real Estate 182.0 $3K $15.14 +9.8%
Page 144 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%