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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 18 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JIVE J P MORGAN EXCHANGE TRADED F 121,691.0 $9.8M 0.02% +18K +17.0% $80.28 +14.2%
342 FNDF SCHWAB STRATEGIC TR 215,993.0 $9.8M 0.02% +25K +13.3% $45.21 +18.0%
343 FTAI AVIATION LTD 49,209.0 $9.7M 0.02% +49K +6850.4% $196.85
344 NLR VANECK ETF TRUST 77,861.0 $9.7M 0.02% +10K +14.8% $124.20 +5.4%
345 CME CME GROUP INC Financial Services 35,257.0 $9.6M 0.02% +9K +36.2% $273.08 +6.6%
346 FBT FIRST TR EXCHANGE-TRADED FD 46,560.0 $9.6M 0.02% +6K +14.8% $206.52 +3.1%
347 FLCB FRANKLIN TEMPLETON ETF TR 443,685.0 $9.6M 0.02% +91K +25.7% $21.62 -1.6%
348 BR BROADRIDGE FINL SOLUTIONS IN Technology 42,962.0 $9.6M 0.02% +10K +30.0% $223.17 -32.6%
349 DXCM DEXCOM INC Healthcare 143,618.0 $9.5M 0.02% +142K +10000.0% $66.37 +8.6%
350 CALM CAL MAINE FOODS INC Consumer Defensive 118,773.0 $9.5M 0.02% +32K +36.6% $79.57 -3.2%
351 PCOR PROCORE TECHNOLOGIES INC Technology 128,239.0 $9.3M 0.02% +36K +39.1% $72.74 -35.6%
352 GPC GENUINE PARTS CO Consumer Cyclical 75,849.0 $9.3M 0.02% +11K +16.4% $122.96 -20.4%
353 QTEC FIRST TR EXCHANGE-TRADED FD 40,498.0 $9.3M 0.02% +2K +6.2% $230.21 +32.3%
354 FORTINET INC 116,763.0 $9.3M 0.02% +6K +5.2% $79.41
355 HALO HALOZYME THERAPEUTICS INC Healthcare 137,415.0 $9.2M 0.02% +15K +11.9% $67.30 +1.5%
356 HYGW ISHARES TR 304,308.0 $9.1M 0.02% +11K +3.9% $29.86 -2.7%
357 CVNA CARVANA CO Consumer Cyclical 21,511.0 $9.1M 0.02% +18K +439.7% $422.03 -83.8%
358 HEI HEICO CORP NEW Industrials 27,303.0 $8.8M 0.02% +621.0 +2.3% $323.59 -7.0%
359 CRL CHARLES RIV LABS INTL INC Healthcare 43,809.0 $8.7M 0.02% +7K +17.9% $199.48 -19.6%
360 FMF FIRST TR EXCHANGE-TRADED FD 182,294.0 $8.6M 0.02% +88K +93.4% $47.05 +10.3%
Page 18 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%