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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 23 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CNX CNX RES CORP Energy 149,062.0 $5.5M 0.01% +6K +4.5% $36.77 -3.8%
442 VAW VANGUARD WORLD FD 25,702.0 $5.3M 0.01% +22K +610.2% $207.55 +11.5%
443 BLV VANGUARD BD INDEX FDS 76,155.0 $5.3M 0.01% +6K +8.4% $69.52 -1.8%
444 HON HONEYWELL INTL INC Industrials 26,996.0 $5.3M 0.01% +4K +16.4% $195.09 +19.8%
445 AEM AGNICO EAGLE MINES LTD Basic Materials 30,968.0 $5.3M 0.01% +20K +171.4% $169.53 +5.7%
446 VXUS VANGUARD STAR FDS 69,546.0 $5.2M 0.01% +14K +25.4% $75.44 +14.0%
447 ROP ROPER TECHNOLOGIES INC Industrials 11,740.0 $5.2M 0.01% +459.0 +4.1% $445.13 -27.8%
448 GRID FIRST TR EXCHANGE TRADED FD 33,956.0 $5.2M 0.01% +5K +16.7% $153.02 +28.9%
449 AEP AMERICAN ELEC PWR CO INC Utilities 44,429.0 $5.1M 0.01% +3K +6.4% $115.31 +14.0%
450 IBD NORTHERN LTS FD TR IV 209,196.0 $5.1M 0.01% +14K +7.2% $24.20 -1.8%
451 ICICI BANK LIMITED 169,081.0 $5.0M 0.01% +11K +7.2% $29.80
452 ESNT ESSENT GROUP LTD Financial Services 76,849.0 $5.0M 0.01% +3K +4.4% $65.01 -6.7%
453 SPLB SPDR SERIES TRUST 221,120.0 $5.0M 0.01% +154K +231.9% $22.58 -1.4%
454 SPMO INVESCO EXCH TRADED FD TR II 41,840.0 $5.0M 0.01% +16K +60.3% $119.32 +25.4%
455 VGK VANGUARD INTL EQUITY INDEX F 58,337.0 $4.9M 0.01% +2K +4.1% $83.61 +7.0%
456 BLES NORTHERN LTS FD TR IV 112,167.0 $4.8M 0.01% +4K +3.5% $43.21 +11.8%
457 ESGE ISHARES INC 108,665.0 $4.8M 0.01% +14K +14.7% $44.17 +23.0%
458 O REALTY INCOME CORP Real Estate 85,054.0 $4.8M 0.01% +691.0 +0.8% $56.37 +10.1%
459 IVE ISHARES TR 22,567.0 $4.8M 0.01% +5K +30.3% $212.07 +7.7%
460 TPSC TIMOTHY PLAN 115,240.0 $4.8M 0.01% +4K +3.9% $41.45 +10.3%
Page 23 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%