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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 13 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DEM WISDOMTREE TR 382,581.0 $17.9M 0.04% +5K +1.2% $46.71 +15.7%
242 FAAR FIRST TR EXCHANGE TRAD FD VI 648,775.0 $17.6M 0.04% +500K +335.0% $27.10 +25.3%
243 NEE NEXTERA ENERGY INC Utilities 217,311.0 $17.4M 0.04% +12K +5.8% $80.28 +10.3%
244 VTEB VANGUARD MUN BD FDS 346,623.0 $17.4M 0.04% +6K +1.8% $50.29 -0.8%
245 IVW ISHARES TR 140,650.0 $17.3M 0.04% +7K +5.3% $123.26 +10.8%
246 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 227,506.0 $17.2M 0.04% +125K +121.5% $75.56 +4.7%
247 OGE OGE ENERGY CORP Utilities 398,294.0 $17.0M 0.04% +5K +1.4% $42.70 +13.7%
248 MCD MCDONALDS CORP Consumer Cyclical 55,322.0 $16.9M 0.03% +7K +13.3% $305.63 -7.6%
249 NOC NORTHROP GRUMMAN CORP Industrials 29,519.0 $16.8M 0.03% +4K +15.8% $570.20 -2.6%
250 CAT CATERPILLAR INC Industrials 29,334.0 $16.8M 0.03% +21K +260.7% $572.88 +53.6%
251 HYFI AB ACTIVE ETFS INC 445,950.0 $16.8M 0.03% +183K +69.8% $37.58 -0.6%
252 APP APPLOVIN CORP Technology 24,485.0 $16.5M 0.03% +3K +12.0% $673.81 -28.5%
253 DFNM DIMENSIONAL ETF TRUST 341,608.0 $16.5M 0.03% +7K +2.0% $48.17 -0.5%
254 TDIV FIRST TR EXCHANGE TRADED FD 169,089.0 $16.4M 0.03% +8K +4.9% $96.84 +19.7%
255 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 101,090.0 $16.4M 0.03% +22K +27.8% $161.96 -5.6%
256 PFFD GLOBAL X FDS 852,381.0 $16.1M 0.03% +13K +1.5% $18.91 -0.5%
257 CAH CARDINAL HEALTH INC Healthcare 78,139.0 $16.1M 0.03% +10K +14.4% $205.50 -2.3%
258 ADSK AUTODESK INC Technology 54,241.0 $16.1M 0.03% +8K +17.1% $296.01 -18.6%
259 EOG EOG RES INC Energy 152,199.0 $16.0M 0.03% +24K +18.9% $105.01 +34.5%
260 WBD WARNER BROS DISCOVERY INC Communication Services 552,967.0 $15.9M 0.03% +108K +24.3% $28.82 -6.2%
Page 13 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%