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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 32 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SPACE EXPLORATION TECHN CORP 44,972.0 $7.7M 0.01% NEW $170.86
622 AEM AGNICO EAGLE MINES LTD Basic Materials 49,172.0 $7.6M 0.01% +18K +58.8% $155.13 +39.3%
623 FEP FIRST TR EXCH TRD ALPHDX FD 133,149.0 $7.6M 0.01% +18K +15.4% $57.05 +6.1%
624 MILLROSE PPTYS INC 252,696.0 $7.6M 0.01% +252K +10000.0% $30.05
625 BALL BALL CORP Consumer Cyclical 120,304.0 $7.5M 0.01% +3K +2.8% $62.40 +1.9%
626 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 317,252.0 $7.5M 0.01% +167K +111.3% $23.58 +6.2%
627 OGE OGE ENERGY CORP Utilities 153,579.0 $7.5M 0.01% -245K -61.4% $48.66 -6.2%
628 JEPQ J P MORGAN EXCHANGE TRADED F 120,817.0 $7.4M 0.01% +13K +12.5% $61.46 -2.6%
629 CME CME GROUP INC Financial Services 33,281.0 $7.3M 0.01% -2K -5.6% $220.83 +24.5%
630 NULG NUSHARES ETF TR 62,774.0 $7.3M 0.01% +3K +4.2% $117.06 -2.1%
631 APP APPLOVIN CORP Technology 14,214.0 $7.3M 0.01% -10K -42.0% $515.22 -40.7%
632 FRDM EA SERIES TRUST 100,378.0 $7.3M 0.01% +100K +10000.0% $72.90 -5.7%
633 SUSC ISHARES TR 314,795.0 $7.3M 0.01% +10K +3.4% $23.15 -2.2%
634 TMET ISHARES U S ETF TR 252,426.0 $7.2M 0.01% NEW $28.71 +12.8%
635 MATX MATSON INC Industrials 37,578.0 $7.2M 0.01% -23K -37.5% $192.23 +15.9%
636 IDCC INTERDIGITAL INC Technology 25,306.0 $7.2M 0.01% +3K +15.9% $283.13 +20.9%
637 ARGX ARGENX SE Healthcare 7,699.0 $7.1M 0.01% -2K -21.8% $927.82 +12.1%
638 AEP AMERICAN ELEC PWR CO INC Utilities 52,079.0 $7.1M 0.01% +8K +17.2% $136.81 -11.6%
639 FJP FIRST TR EXCH TRD ALPHDX FD 93,075.0 $7.1M 0.01% +6K +7.1% $76.33 +1.0%
640 RIO RIO TINTO PLC Basic Materials 74,771.0 $7.1M 0.01% +4K +6.3% $94.93 +10.9%
Page 32 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%