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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 19 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FLBL FRANKLIN TEMPLETON ETF TR 364,697.0 $8.5M 0.02% +86K +31.0% $23.42 -1.5%
362 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 35,002.0 $8.5M 0.02% +4K +12.1% $242.82 -0.2%
363 D DOMINION ENERGY INC Utilities 145,001.0 $8.5M 0.02% +86K +145.7% $58.59 +15.5%
364 WRB BERKLEY W R CORP Financial Services 120,337.0 $8.4M 0.02% +6K +5.5% $70.12 -3.7%
365 CAVA CAVA GROUP INC Consumer Cyclical 140,469.0 $8.2M 0.02% +42K +43.3% $58.69 +37.0%
366 UPS UNITED PARCEL SERVICE INC Industrials 82,422.0 $8.2M 0.02% +2K +2.5% $99.19 +1.8%
367 MDLZ MONDELEZ INTL INC Consumer Defensive 151,305.0 $8.1M 0.02% +20K +15.0% $53.83 +14.7%
368 TIMB TIM S A Communication Services 412,099.0 $8.0M 0.02% +28K +7.3% $19.45 +15.0%
369 CGBL CAPITAL GROUP CORE BALANCED 225,174.0 $8.0M 0.02% +102K +83.2% $35.33 +5.1%
370 DVYE ISHARES INC 253,754.0 $7.9M 0.02% +4K +1.8% $31.16 +9.9%
371 EIX EDISON INTL Utilities 131,467.0 $7.9M 0.02% +4K +3.5% $60.02 +18.6%
372 VTR VENTAS INC Real Estate 100,956.0 $7.8M 0.02% +8K +8.6% $77.38 +14.0%
373 ARB ALTSHARES TRUST 267,701.0 $7.8M 0.02% +246K +1131.1% $29.07 +1.7%
374 SKYW SKYWEST INC Industrials 76,229.0 $7.7M 0.02% +55K +261.8% $100.41 -15.5%
375 IWF ISHARES TR 16,172.0 $7.7M 0.02% +3K +26.0% $473.29 -73.6%
376 BP BP PLC Energy 220,108.0 $7.6M 0.02% +7K +3.5% $34.73 +27.7%
377 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 84,781.0 $7.6M 0.02% +1K +1.7% $90.03 -3.8%
378 VV VANGUARD INDEX FDS 24,157.0 $7.6M 0.02% +1K +6.2% $314.80 +9.0%
379 BEONE MEDICINES LTD 24,814.0 $7.5M 0.01% +2K +8.0% $303.81
380 APH AMPHENOL CORP NEW Technology 55,494.0 $7.5M 0.01% +5K +10.0% $135.14 -2.3%
Page 19 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%