BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 45 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 JMST J P MORGAN EXCHANGE TRADED F 53,733.0 $2.7M 0.01% +16K +41.7% $51.00 -0.1%
882 FN FABRINET Technology 4,875.0 $2.7M 0.01% +4K +597.4% $562.08 -25.1%
883 ISHARES TR 105,906.0 $2.7M 0.01% +52K +95.0% $25.87
884 RBRK RUBRIK INC. Technology 33,966.0 $2.7M 0.01% +14K +69.5% $80.28 +22.1%
885 AMLP ALPS ETF TR 52,258.0 $2.7M 0.01% -635K -92.4% $51.85 +5.9%
886 VDC VANGUARD WORLD FD 11,866.0 $2.7M 0.01% $225.48 +4.5%
887 FCX FREEPORT MCMORAN INC Basic Materials 42,324.0 $2.7M 0.01% -43K -50.3% $62.89 +23.7%
888 MOD MODINE MFG CO Consumer Cyclical 9,935.0 $2.7M 0.01% -2K -18.6% $267.02 -29.5%
889 SO SOUTHERN CO Utilities 27,639.0 $2.6M 0.01% +6K +27.8% $95.71 -5.9%
890 EVUS ISHARES TR 75,086.0 $2.6M 0.01% -9K -10.6% $35.11 +5.9%
891 VRT VERTIV HOLDINGS CO Industrials 7,865.0 $2.6M 0.01% +5K +137.0% $334.81 -23.8%
892 DMXF ISHARES TR 30,952.0 $2.6M 0.01% +29K +1420.2% $84.60 +2.4%
893 EMR EMERSON ELEC CO Industrials 18,073.0 $2.6M 0.00% +2K +13.1% $143.15 +10.1%
894 KMB KIMBERLY-CLARK CORP Consumer Defensive 23,561.0 $2.6M 0.00% +3K +17.2% $109.77 +1.5%
895 SPYD SPDR SERIES TRUST 53,139.0 $2.5M 0.00% +4K +8.4% $47.71 +6.2%
896 JADE J P MORGAN EXCHANGE TRADED F 31,584.0 $2.5M 0.00% NEW $80.13 -1.2%
897 AXON AXON ENTERPRISE INC Industrials 4,505.0 $2.5M 0.00% -7K -59.2% $560.61 +6.6%
898 PTC PTC INC Technology 22,207.0 $2.5M 0.00% +22K +5451.8% $113.61 +35.8%
899 HAL HALLIBURTON CO Energy 74,137.0 $2.5M 0.00% +15K +25.2% $33.95 +2.0%
900 TCOM TRIP COM GROUP LTD Consumer Cyclical 62,790.0 $2.5M 0.00% +1K +2.3% $39.84 +15.5%
Page 45 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%