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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 99 of 178  ·  3,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 RSPT INVESCO EXCHANGE TRADED FD T 556.0 $36K +94.0 +20.4% $64.50 +2.0%
1962 RSPH INVESCO EXCHANGE TRADED FD T 1,080.0 $36K $33.20 +13.3%
1963 GLIN VANECK ETF TRUST 770.0 $36K -43K -98.3% $46.50 -1.0%
1964 GVA GRANITE CONSTR INC Industrials 225.0 $36K +138.0 +158.6% $158.08 -21.1%
1965 NRIM NORTHRIM BANCORP INC Financial Services 1,281.0 $36K -579.0 -31.1% $27.74 -7.0%
1966 HLMN HILLMAN SOLUTIONS CORP Industrials 4,205.0 $35K $8.44 -7.0%
1967 TAN INVESCO EXCH TRADED FD TR II 600.0 $35K $59.15 -15.9%
1968 CET CENTRAL SECS CORP Financial Services 674.0 $35K -25.0 -3.6% $52.45 +4.1%
1969 INTA INTAPP INC Technology 1,400.0 $35K -15.0 -1.1% $25.21 +73.3%
1970 PHIN PHINIA INC Consumer Cyclical 427.0 $35K +77.0 +22.0% $82.37 -17.4%
1971 ALKS ALKERMES PLC Healthcare 671.0 $35K +22.0 +3.4% $52.39 -6.7%
1972 HAFC HANMI FINL CORP Financial Services 1,080.0 $35K +1K +10000.0% $32.40 -3.9%
1973 SKM SK TELECOM CO LTD Communication Services 1,088.0 $35K -559.0 -33.9% $32.16 +22.7%
1974 EQNR EQUINOR ASA Energy 1,110.0 $35K +660.0 +146.7% $31.41 +32.3%
1975 RRX REGAL REXNORD CORPORATION Industrials 146.0 $35K -532.0 -78.5% $238.39 -31.2%
1976 TOLZ PROSHARES TR 585.0 $35K NEW $59.27 -0.1%
1977 VUSE ETF SER SOLUTIONS 478.0 $35K NEW $72.32 +2.2%
1978 UFPI UFP INDUSTRIES INC Basic Materials 379.0 $34K -24.0 -6.0% $90.74 -6.0%
1979 OMER OMEROS CORP Healthcare 3,600.0 $34K NEW $9.51 +102.4%
1980 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 1,135.0 $34K +962.0 +556.1% $30.03 +3.6%
Page 99 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%