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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 21 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EAGG ISHARES TR 143,842.0 $6.9M 0.01% +5K +3.4% $47.85 -1.5%
402 HCI HCI GROUP INC Financial Services 35,806.0 $6.9M 0.01% +3K +10.4% $191.69 -17.7%
403 JEPI J P MORGAN EXCHANGE TRADED F 119,524.0 $6.8M 0.01% +22K +22.7% $57.24 -1.6%
404 FERG FERGUSON ENTERPRISES INC Industrials 30,564.0 $6.8M 0.01% +27K +657.9% $222.63 +0.3%
405 FDX FEDEX CORP Industrials 23,538.0 $6.8M 0.01% +4K +22.4% $288.86 +36.5%
406 THRO BLACKROCK ETF TRUST 175,822.0 $6.8M 0.01% +14K +8.8% $38.56 +10.7%
407 IWD ISHARES TR 32,037.0 $6.7M 0.01% +10K +45.4% $210.34 +12.4%
408 SCHO SCHWAB STRATEGIC TR 276,337.0 $6.7M 0.01% +180K +185.7% $24.37 -1.0%
409 TLTW ISHARES TR 294,850.0 $6.7M 0.01% +59K +25.0% $22.67 -3.0%
410 DSI ISHARES TR 51,873.0 $6.7M 0.01% +3K +6.8% $128.83 +9.7%
411 ILDR FIRST TR EXCHNG TRADED FD VI 202,229.0 $6.7M 0.01% +30K +17.3% $32.99 +14.3%
412 ENVA ENOVA INTL INC Financial Services 42,089.0 $6.6M 0.01% +3K +7.6% $157.20 +0.2%
413 PSN PARSONS CORP DEL Industrials 105,642.0 $6.5M 0.01% +5K +5.3% $61.80 -13.1%
414 MPC MARATHON PETE CORP Energy 39,982.0 $6.5M 0.01% +2K +4.8% $162.63 +56.6%
415 FSTA FIDELITY COVINGTON TRUST 131,511.0 $6.5M 0.01% +11K +9.4% $49.19 +8.8%
416 CHRW C H ROBINSON WORLDWIDE INC Industrials 39,960.0 $6.4M 0.01% +39K +6898.2% $160.76 +8.4%
417 LOGI LOGITECH INTL S A Technology 64,022.0 $6.4M 0.01% +7K +13.0% $100.22 +12.4%
418 ES EVERSOURCE ENERGY Utilities 95,152.0 $6.4M 0.01% +14K +17.5% $67.33 +4.0%
419 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 16,033.0 $6.4M 0.01% +4K +34.5% $397.65 -25.2%
420 EBND SPDR SERIES TRUST 297,026.0 $6.3M 0.01% +4K +1.5% $21.37 -2.8%
Page 21 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%