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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 17 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CLOA BLACKROCK ETF TRUST II 208,743.0 $10.8M 0.02% +45K +27.7% $51.74 +0.5%
322 EBAY EBAY INC. Consumer Cyclical 123,939.0 $10.8M 0.02% +27K +27.4% $87.10 +32.9%
323 SCHD SCHWAB STRATEGIC TR 391,544.0 $10.7M 0.02% +11K +2.8% $27.43 +19.7%
324 JXN JACKSON FINANCIAL INC Financial Services 100,308.0 $10.7M 0.02% +5K +5.7% $106.65 +0.3%
325 SHW SHERWIN WILLIAMS CO Basic Materials 32,946.0 $10.7M 0.02% +582.0 +1.8% $324.03 -4.6%
326 GM GENERAL MTRS CO Consumer Cyclical 130,798.0 $10.6M 0.02% +13K +10.7% $81.32 -3.1%
327 FSIG FIRST TR EXCHANGE-TRADED FD 552,196.0 $10.6M 0.02% +14K +2.5% $19.19 -1.8%
328 CGNG CAPITAL GROUP NEW GEOGRAPHY 330,667.0 $10.6M 0.02% +101K +44.1% $31.93 +11.4%
329 VRSK VERISK ANALYTICS INC Industrials 47,092.0 $10.5M 0.02% +38K +397.0% $223.69 -23.5%
330 WMB WILLIAMS COS INC Energy 174,289.0 $10.5M 0.02% +20K +13.2% $60.11 +30.5%
331 ECL ECOLAB INC Basic Materials 39,784.0 $10.4M 0.02% +5K +13.2% $262.52 -3.5%
332 PLD PROLOGIS INC. Real Estate 81,385.0 $10.4M 0.02% +2K +2.6% $127.66 +14.3%
333 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 70,295.0 $10.3M 0.02% +16K +28.9% $146.58 -11.3%
334 VCR VANGUARD WORLD FD 26,022.0 $10.3M 0.02% +5K +24.9% $393.92 +0.2%
335 RDDT REDDIT INC Communication Services 44,544.0 $10.2M 0.02% +2K +5.5% $229.87 -38.4%
336 FVD FIRST TR EXCHANGE-TRADED FD 222,029.0 $10.2M 0.02% +10K +4.6% $46.08 +3.9%
337 HCA HCA HEALTHCARE INC Healthcare 21,548.0 $10.1M 0.02% +10K +89.0% $466.86 -15.6%
338 VRSN VERISIGN INC Technology 41,144.0 $10.0M 0.02% +6K +16.7% $242.95 +27.6%
339 TTAN SERVICETITAN INC Technology 93,778.0 $10.0M 0.02% +86K +1087.4% $106.50 -40.7%
340 BIO BIO RAD LABS INC Healthcare 32,765.0 $9.9M 0.02% +4K +13.7% $302.99 -5.0%
Page 17 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%