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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 25 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FALN ISHARES TR 144,553.0 $3.9M 0.01% +125K +642.1% $27.30 -1.0%
482 RELX RELX PLC Communication Services 96,838.0 $3.9M 0.01% +3K +3.6% $40.42 -18.5%
483 SCHH SCHWAB STRATEGIC TR 186,711.0 $3.9M 0.01% +25K +15.6% $20.89 +13.8%
484 VHT VANGUARD WORLD FD 13,509.0 $3.9M 0.01% +840.0 +6.6% $287.86 -3.4%
485 EVRG EVERGY INC Utilities 53,496.0 $3.9M 0.01% +1K +2.0% $72.49 +15.9%
486 NMIH NMI HLDGS INC Financial Services 94,629.0 $3.9M 0.01% +1K +1.4% $40.79 -8.6%
487 PAGP PLAINS GP HLDGS L P Energy 200,019.0 $3.8M 0.01% +30K +17.4% $19.14 +33.7%
488 AMERICA MOVIL SAB DE CV 185,146.0 $3.8M 0.01% +15K +9.1% $20.67
489 STE STERIS PLC Healthcare 15,088.0 $3.8M 0.01% +497.0 +3.4% $253.53 -15.4%
490 KT KT CORP Communication Services 199,920.0 $3.8M 0.01% +7K +3.7% $18.97 -3.2%
491 HPE HEWLETT PACKARD ENTERPRISE C Technology 157,876.0 $3.8M 0.01% +1K +0.6% $24.02 +58.3%
492 SCHR SCHWAB STRATEGIC TR 150,529.0 $3.8M 0.01% +6K +4.1% $25.08 -1.8%
493 VALE VALE S A Basic Materials 289,337.0 $3.8M 0.01% +29K +10.9% $13.03 +26.7%
494 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 60,138.0 $3.8M 0.01% +60K +10000.0% $62.46 -3.9%
495 HSBC HSBC HLDGS PLC Financial Services 47,456.0 $3.7M 0.01% +20K +74.6% $78.67 +19.1%
496 NEU NEWMARKET CORP Basic Materials 5,391.0 $3.7M 0.01% +1K +26.6% $687.26 +10.7%
497 INVA INNOVIVA INC Healthcare 185,319.0 $3.7M 0.01% +7K +3.9% $19.99 +13.5%
498 DASH DOORDASH INC Communication Services 16,040.0 $3.6M 0.01% +2K +14.6% $226.47 -31.2%
499 UBS UBS GROUP AG Financial Services 78,004.0 $3.6M 0.01% +33K +73.5% $46.31 +2.7%
500 BGRN ISHARES TR 74,988.0 $3.6M 0.01% +4K +5.6% $47.94 -1.1%
Page 25 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%