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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $49.0B AUM 3,370 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 324 New 1502 Added 891 Reduced 132 Exited
Page 10 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPAB SPDR SERIES TRUST 1,046,163.0 $26.9M 0.06% +285K +37.4% $25.75 -1.5%
182 CGGO CAPITAL GROUP GBL GROWTH EQT 766,865.0 $26.6M 0.05% +193K +33.7% $34.65 +13.6%
183 YUMC YUM CHINA HLDGS INC Consumer Cyclical 540,905.0 $25.8M 0.05% +129K +31.4% $47.74 -6.7%
184 RYANAIR HOLDINGS PLC 355,617.0 $25.7M 0.05% +214K +151.0% $72.19
185 CVX CHEVRON CORP NEW Energy 167,841.0 $25.6M 0.05% +2K +1.3% $152.41 +25.6%
186 FIS FIDELITY NATL INFORMATION SV Technology 383,601.0 $25.5M 0.05% +118K +44.5% $66.46 -34.5%
187 ADBE ADOBE INC Technology 72,228.0 $25.3M 0.05% +7K +10.4% $349.99 -30.1%
188 TSN TYSON FOODS INC Consumer Defensive 429,939.0 $25.2M 0.05% +13K +3.2% $58.62 +11.0%
189 IYW ISHARES TR 124,828.0 $24.9M 0.05% +25K +24.6% $199.68 +21.1%
190 CGGR CAPITAL GROUP GROWTH ETF 556,817.0 $24.8M 0.05% +189K +51.5% $44.47 +3.6%
191 ABBV ABBVIE INC Healthcare 108,043.0 $24.7M 0.05% +3K +2.6% $228.49 -5.6%
192 TRU TRANSUNION Industrials 286,180.0 $24.5M 0.05% +11K +4.1% $85.75 -17.6%
193 FLCH FRANKLIN TEMPLETON ETF TR 1,025,288.0 $24.4M 0.05% +993K +3125.3% $23.80 -6.9%
194 WELL WELLTOWER INC Real Estate 131,066.0 $24.3M 0.05% +5K +4.4% $185.61 +16.5%
195 HD HOME DEPOT INC Consumer Cyclical 70,608.0 $24.3M 0.05% +8K +12.5% $344.10 -9.0%
196 CM CANADIAN IMPERIAL BANK OF CO Financial Services 267,915.0 $24.3M 0.05% +8K +2.9% $90.61 +27.5%
197 VWOB VANGUARD WHITEHALL FDS 349,291.0 $23.6M 0.05% +75K +27.5% $67.43 -1.7%
198 KO COCA COLA CO Consumer Defensive 336,564.0 $23.5M 0.05% +37K +12.5% $69.91 +16.5%
199 SBS COMPANHIA DE SANEAMENTO BASI Utilities 985,400.0 $23.5M 0.05% +36K +3.8% $23.85 -76.3%
200 ABT ABBOTT LABS Healthcare 186,046.0 $23.3M 0.05% +5K +2.7% $125.29 -30.2%
Page 10 of 76  ·  1,502 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 29.6%
Communication Services 15.5%
Financial Services 15.4%
Healthcare 9.1%
Consumer Cyclical 9.0%
Industrials 5.9%
Consumer Defensive 5.6%
Utilities 3.6%
Basic Materials 3.0%
Energy 1.8%