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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 24 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 POWL POWELL INDS INC Industrials 14,858.0 $4.7M 0.01% +2K +15.9% $318.78 -10.6%
462 TIGO MILLICOM INTL CELLULAR S A Communication Services 85,059.0 $4.7M 0.01% +20K +31.1% $55.44 +50.6%
463 AON AON PLC Financial Services 13,321.0 $4.7M 0.01% +696.0 +5.5% $352.89 -8.6%
464 NYF ISHARES TR 86,957.0 $4.7M 0.01% +9K +10.9% $53.51 -0.4%
465 LHX L3HARRIS TECHNOLOGIES INC Industrials 15,714.0 $4.6M 0.01% +4K +30.2% $293.58 +5.5%
466 TKO TKO GROUP HOLDINGS INC Communication Services 21,985.0 $4.6M 0.01% +2K +9.1% $209.00 -8.0%
467 FIXD FIRST TR EXCHNG TRADED FD VI 102,817.0 $4.6M 0.01% +2K +1.6% $44.32 -1.9%
468 HEICO CORP NEW 17,908.0 $4.5M 0.01% +2K +9.8% $252.43
469 BWX SPDR SERIES TRUST 200,518.0 $4.5M 0.01% +162K +423.1% $22.53 -2.1%
470 AIRR FIRST TR EXCHANGE TRADED FD 45,092.0 $4.4M 0.01% +14K +43.0% $98.32 +29.9%
471 TCOM TRIP COM GROUP LTD Consumer Cyclical 61,355.0 $4.4M 0.01% +7K +13.7% $71.91 -33.9%
472 TEGNA INC 221,714.0 $4.3M 0.01% +3K +1.5% $19.41
473 EFX EQUIFAX INC Industrials 19,334.0 $4.2M 0.01% +2K +11.3% $216.98 -24.9%
474 NUBD NUSHARES ETF TR 185,683.0 $4.2M 0.01% +12K +6.9% $22.35 -1.2%
475 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 64,675.0 $4.1M 0.01% +7K +12.5% $64.04 +29.1%
476 HYLS FIRST TR EXCHANGE-TRADED FD 97,765.0 $4.1M 0.01% +19K +24.9% $41.86 -2.6%
477 NGG NATIONAL GRID PLC Utilities 52,647.0 $4.1M 0.01% +3K +5.7% $77.35 +13.5%
478 DXIV DIMENSIONAL ETF TRUST 61,787.0 $4.0M 0.01% +3K +5.2% $65.07 +11.8%
479 WF WOORI FINL GROUP INC Financial Services 67,850.0 $4.0M 0.01% +32K +89.0% $58.79 +6.8%
480 NTRA NATERA INC Healthcare 17,401.0 $4.0M 0.01% +737.0 +4.4% $229.09 -12.0%
Page 24 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%