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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 14 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SAP SAP SE Technology 63,618.0 $15.5M 0.03% +734.0 +1.2% $242.91 -27.6%
262 LAMR LAMAR ADVERTISING CO NEW Real Estate 121,623.0 $15.4M 0.03% +19K +18.9% $126.58 +21.0%
263 IBM INTERNATIONAL BUSINESS MACHS Technology 51,667.0 $15.3M 0.03% +694.0 +1.4% $296.21 -14.3%
264 ETN EATON CORP PLC Industrials 48,032.0 $15.3M 0.03% +3K +5.7% $318.51 +22.9%
265 TFC TRUIST FINL CORP Financial Services 307,386.0 $15.1M 0.03% +41K +15.2% $49.21 -1.7%
266 COOPER COS INC 184,410.0 $15.1M 0.03% +32K +21.0% $81.96
267 IXUS ISHARES TR 213,277.0 $15.0M 0.03% +7K +3.3% $70.44 +34.9%
268 UNP UNION PAC CORP Industrials 64,774.0 $15.0M 0.03% +4K +5.8% $231.32 +14.9%
269 HODL VANECK BITCOIN ETF 604,349.0 $14.9M 0.03% +282K +87.7% $24.73 -13.3%
270 EMLC VANECK ETF TRUST 572,025.0 $14.8M 0.03% +243K +73.8% $25.82 -1.9%
271 MAS MASCO CORP Industrials 232,433.0 $14.8M 0.03% +34K +17.2% $63.46 +6.0%
272 ESPO VANECK ETF TRUST 140,427.0 $14.5M 0.03% +37K +35.9% $103.61 -14.0%
273 DUK DUKE ENERGY CORP NEW Utilities 123,669.0 $14.5M 0.03% +16K +14.6% $117.21 +7.2%
274 RDVY FIRST TR EXCHANGE TRADED FD 203,188.0 $14.1M 0.03% +5K +2.6% $69.47 +8.3%
275 PBR PETROLEO BRASILEIRO SA PETRO Energy 1,174,976.0 $13.9M 0.03% +94K +8.7% $11.85 +67.9%
276 NVMI NOVA LTD Technology 42,383.0 $13.9M 0.03% +2K +5.6% $328.39 +53.3%
277 FTCB FIRST TR EXCHANGE-TRADED FD 634,428.0 $13.5M 0.03% +112K +21.4% $21.23 -2.4%
278 FJAN FIRST TR EXCHNG TRADED FD VI 252,229.0 $13.1M 0.03% +32K +14.7% $51.75 +5.8%
279 FDN FIRST TR EXCHANGE-TRADED FD 48,489.0 $13.1M 0.03% +6K +13.0% $269.18 +1.7%
280 FDEC FIRST TR EXCHNG TRADED FD VI 254,747.0 $13.0M 0.03% +32K +14.2% $51.18 +5.6%
Page 14 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%