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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 27 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HSY HERSHEY CO Consumer Defensive 16,351.0 $3.0M 0.01% +1K +7.7% $181.99 +5.0%
522 GHC GRAHAM HLDGS CO Consumer Defensive 2,708.0 $3.0M 0.01% +639.0 +30.9% $1098.44 +1.7%
523 PWR QUANTA SVCS INC Industrials 7,042.0 $3.0M 0.01% +991.0 +16.4% $422.04 +75.9%
524 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 150,140.0 $2.9M 0.01% +49K +47.8% $19.33 +18.6%
525 VDE VANGUARD WORLD FD 22,956.0 $2.9M 0.01% +1K +6.0% $125.92 +30.0%
526 CORT CORCEPT THERAPEUTICS INC Healthcare 82,098.0 $2.9M 0.01% +17K +26.8% $34.80 +73.4%
527 HAS HASBRO INC Consumer Cyclical 34,254.0 $2.8M 0.01% +214.0 +0.6% $82.00 +7.3%
528 B BARRICK MNG CORP Basic Materials 64,047.0 $2.8M 0.01% +55K +589.8% $43.55 -3.4%
529 KHC KRAFT HEINZ CO Consumer Defensive 114,222.0 $2.8M 0.01% +25K +28.2% $24.25 -1.6%
530 USSG DBX ETF TR 43,167.0 $2.7M 0.01% +336.0 +0.8% $63.50 +9.5%
531 IJH ISHARES TR 41,474.0 $2.7M 0.01% +5K +12.8% $66.00 +13.1%
532 RKT ROCKET COS INC Financial Services 139,868.0 $2.7M 0.01% +140K +10000.0% $19.36 -27.5%
533 EVUS ISHARES TR 83,970.0 $2.7M 0.01% +31K +59.8% $32.04 +9.9%
534 PPG PPG INDS INC Basic Materials 25,474.0 $2.6M 0.01% +4K +19.3% $102.46 +6.9%
535 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 25,592.0 $2.6M 0.01% +10K +61.3% $101.07 +20.6%
536 WCC WESCO INTL INC Industrials 10,402.0 $2.5M 0.01% +173.0 +1.7% $244.64 +52.4%
537 FE FIRSTENERGY CORP Utilities 56,808.0 $2.5M 0.01% +3K +5.1% $44.77 +4.2%
538 CDW CDW CORP Technology 18,654.0 $2.5M 0.01% +17K +989.0% $136.20 -20.3%
539 UI UBIQUITI INC Technology 4,591.0 $2.5M 0.01% +837.0 +22.3% $553.35 +9.9%
540 ACWX ISHARES TR 37,711.0 $2.5M 0.01% +8K +24.9% $67.13 +14.1%
Page 27 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%