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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 29 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BUNGE GLOBAL SA 25,793.0 $2.3M 0.01% +1K +5.1% $89.08
562 LW LAMB WESTON HLDGS INC Consumer Defensive 53,278.0 $2.2M 0.01% +6K +11.8% $41.89 +0.5%
563 KDP KEURIG DR PEPPER INC Consumer Defensive 79,587.0 $2.2M 0.01% +25K +47.1% $28.01 +5.5%
564 MARB FIRST TR EXCH TRADED FD III 106,302.0 $2.2M 0.00% +42K +65.6% $20.64 +1.2%
565 JBND J P MORGAN EXCHANGE TRADED F 39,964.0 $2.2M 0.00% +38K +2478.3% $54.07 -1.4%
566 EMR EMERSON ELEC CO Industrials 15,977.0 $2.1M 0.00% +2K +15.6% $132.72 +6.2%
567 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 27,932.0 $2.1M 0.00% +6K +27.4% $75.91 -25.2%
568 SPYD SPDR SERIES TRUST 49,015.0 $2.1M 0.00% +808.0 +1.7% $43.25 +10.1%
569 KVYO KLAVIYO INC Technology 64,332.0 $2.1M 0.00% +4K +5.8% $32.47 -55.5%
570 PLUS EPLUS INC Technology 23,580.0 $2.1M 0.00% +1K +5.8% $87.70 -0.9%
571 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 41,394.0 $2.1M 0.00% +2K +4.2% $49.70 -3.9%
572 ICSH ISHARES TR 40,064.0 $2.0M 0.00% +3K +8.3% $50.58 -0.0%
573 GH GUARDANT HEALTH INC Healthcare 19,718.0 $2.0M 0.00% +6K +48.7% $102.14 +17.3%
574 CGCP CAPITAL GRP FIXED INCM ETF T 88,313.0 $2.0M 0.00% +44K +100.4% $22.64 -1.3%
575 AES AES CORP Utilities 138,488.0 $2.0M 0.00% +14K +11.7% $14.34 +2.3%
576 CGIB CAPITAL GRP FIXED INCM ETF T 77,133.0 $2.0M 0.00% +38K +97.6% $25.36 -0.1%
577 JMST J P MORGAN EXCHANGE TRADED F 37,931.0 $1.9M 0.00% +6K +17.3% $50.94 -0.1%
578 CGCV CAPITAL GROUP CONSERVATIVE E 62,866.0 $1.9M 0.00% +8K +13.9% $30.49 +5.5%
579 CGIC CAPITAL GROUP INTERNATIONAL 58,579.0 $1.9M 0.00% +37K +167.7% $32.50 +12.9%
580 INCY INCYTE CORP Healthcare 19,202.0 $1.9M 0.00% +17K +913.3% $98.77 -1.7%
Page 29 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%