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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 50 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MOH MOLINA HEALTHCARE INC Healthcare 7,720.0 $1.8M 0.00% -789.0 -9.3% $228.71 -12.7%
982 DASH DOORDASH INC Communication Services 9,545.0 $1.8M 0.00% -6K -40.5% $184.52 +26.5%
983 HL HECLA MINING COMPANY Basic Materials 113,764.0 $1.8M 0.00% +114K +10000.0% $15.43 +35.6%
984 SN SHARKNINJA INC Consumer Cyclical 11,403.0 $1.7M 0.00% +4K +60.1% $152.26 +20.7%
985 STAG STAG INDUSTRIAL INC Real Estate 44,791.0 $1.7M 0.00% +3K +6.5% $38.06 -2.5%
986 BA BOEING CO Industrials 7,871.0 $1.7M 0.00% +95.0 +1.2% $216.48 -2.5%
987 AEIS ADVANCED ENERGY INDS Industrials 4,554.0 $1.7M 0.00% +3K +175.0% $372.87 -26.1%
988 GM GENERAL MTRS CO Consumer Cyclical 21,923.0 $1.7M 0.00% -109K -83.2% $77.08 +11.3%
989 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 32,027.0 $1.7M 0.00% -9K -21.6% $52.65 +18.8%
990 KRC KILROY REALTY CORP Real Estate 44,883.0 $1.7M 0.00% +2K +5.7% $37.47 -0.7%
991 EPR EPR PPTYS Real Estate 28,954.0 $1.7M 0.00% -2K -5.8% $58.01 +4.0%
992 ESML ISHARES TR 29,909.0 $1.7M 0.00% +4K +15.1% $55.93 -0.8%
993 HWM HOWMET AEROSPACE INC Industrials 6,215.0 $1.7M 0.00% +2K +53.6% $268.86 -1.8%
994 PBP INVESCO EXCHANGE TRADED FD T 72,080.0 $1.7M 0.00% +13K +21.9% $22.90 +1.3%
995 TECHNIPFMC PLC 24,849.0 $1.6M 0.00% +9K +54.8% $66.30
996 MTB M & T BK CORP Financial Services 6,903.0 $1.6M 0.00% -15K -69.1% $238.00 +1.0%
997 MSCI MSCI INC Financial Services 2,924.0 $1.6M 0.00% +700.0 +31.5% $560.09 +0.7%
998 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 29,100.0 $1.6M 0.00% +11K +64.2% $54.90 -16.8%
999 KVUE KENVUE INC Consumer Defensive 83,258.0 $1.6M 0.00% +14K +20.1% $19.11 +1.2%
1000 WBD WARNER BROS DISCOVERY INC Communication Services 59,626.0 $1.6M 0.00% -493K -89.2% $26.66 +8.4%
Page 50 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%