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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 12 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 QTUM ETF SER SOLUTIONS 184,981.0 $20.3M 0.04% +19K +11.4% $109.66 +39.9%
222 QQQ INVESCO QQQ TR Financial Services 32,917.0 $20.2M 0.04% +5K +18.0% $614.32 +16.8%
223 CGDG CAPITAL GROUP DIVIDEND GROWE 564,722.0 $20.1M 0.04% +58K +11.5% $35.64 +5.2%
224 CPRT COPART INC Industrials 507,255.0 $19.9M 0.04% +34K +7.3% $39.15 -13.7%
225 KMX CARMAX INC Consumer Cyclical 513,404.0 $19.8M 0.04% +92K +21.8% $38.64 +4.4%
226 SPYV SPDR SERIES TRUST 348,294.0 $19.8M 0.04% +169K +94.2% $56.81 +7.5%
227 TXN TEXAS INSTRS INC Technology 112,817.0 $19.6M 0.04% +11K +10.6% $173.49 +78.2%
228 TS TENARIS S A Energy 503,917.0 $19.4M 0.04% +24K +4.9% $38.45 +60.2%
229 RTO RENTOKIL INITIAL PLC Industrials 648,845.0 $19.1M 0.04% +180K +38.5% $29.46 +6.4%
230 XLY SELECT SECTOR SPDR TR 159,326.0 $19.0M 0.04% +13K +8.7% $119.41 -0.2%
231 WEC WEC ENERGY GROUP INC Utilities 180,068.0 $19.0M 0.04% +9K +5.4% $105.46 +7.5%
232 XLU SELECT SECTOR SPDR TR 444,776.0 $19.0M 0.04% +280K +169.4% $42.69 +6.2%
233 SPOT SPOTIFY TECHNOLOGY S A Communication Services 32,059.0 $18.6M 0.04% +3K +11.6% $580.71 -10.5%
234 SLV ISHARES SILVER TR Financial Services 288,666.0 $18.6M 0.04% +202K +233.3% $64.42 +6.1%
235 ALLE ALLEGION PLC Industrials 116,166.0 $18.5M 0.04% +19K +19.1% $159.22 -18.1%
236 MLM MARTIN MARIETTA MATLS INC Basic Materials 29,486.0 $18.4M 0.04% +2K +5.9% $622.66 -13.8%
237 LYG LLOYDS BANKING GROUP PLC Financial Services 3,416,144.0 $18.1M 0.04% +660K +24.0% $5.30 +1.1%
238 NTES NETEASE INC Technology 130,869.0 $18.0M 0.04% +82K +169.5% $137.62 -15.3%
239 CEG CONSTELLATION ENERGY CORP Utilities 50,705.0 $17.9M 0.04% +6K +12.3% $353.27 -16.8%
240 LH LABCORP HOLDINGS INC Healthcare 71,373.0 $17.9M 0.04% +2K +3.4% $250.88 +3.6%
Page 12 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%