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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 31 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 VPU VANGUARD WORLD FD 9,106.0 $1.7M 0.00% +3K +49.7% $185.03 +6.3%
602 REXR REXFORD INDL RLTY INC Real Estate 43,409.0 $1.7M 0.00% +2K +3.8% $38.72 -5.5%
603 HAL HALLIBURTON CO Energy 59,235.0 $1.7M 0.00% +10K +20.0% $28.26 +45.4%
604 IOT SAMSARA INC Technology 47,121.0 $1.7M 0.00% +28K +148.5% $35.45 -12.1%
605 REGCO REGENCY CTRS CORP Real Estate 23,792.0 $1.6M 0.00% +2K +8.3% $69.03 -67.1%
606 PPL PPL CORP Utilities 46,861.0 $1.6M 0.00% +2K +4.1% $35.02 +3.1%
607 WPC WP CAREY INC Real Estate 25,498.0 $1.6M 0.00% +13K +98.8% $64.36 +15.7%
608 FTV FORTIVE CORP Technology 29,718.0 $1.6M 0.00% +458.0 +1.6% $55.21 +9.3%
609 IBMQ ISHARES TR 63,522.0 $1.6M 0.00% +22K +52.7% $25.57 -0.3%
610 MET METLIFE INC Financial Services 20,346.0 $1.6M 0.00% +754.0 +3.9% $78.94 +5.5%
611 FXH FIRST TR EXCHANGE TRADED FD 13,970.0 $1.6M 0.00% +14K +10000.0% $113.82 +0.4%
612 DT DYNATRACE INC Technology 36,629.0 $1.6M 0.00% +248.0 +0.7% $43.34 -6.3%
613 KRC KILROY RLTY CORP Real Estate 42,461.0 $1.6M 0.00% +4K +9.4% $37.37 -7.8%
614 VIS VANGUARD WORLD FD 5,315.0 $1.6M 0.00% +616.0 +13.1% $298.38 +14.6%
615 STAG STAG INDL INC Real Estate 42,063.0 $1.5M 0.00% +14K +48.3% $36.76 +4.8%
616 EPR EPR PPTYS Real Estate 30,742.0 $1.5M 0.00% +3K +10.6% $49.90 +18.6%
617 RBRK RUBRIK INC. Technology 20,037.0 $1.5M 0.00% +5K +36.3% $76.48 -10.7%
618 SUSB ISHARES TR 60,438.0 $1.5M 0.00% +12K +24.9% $25.24 -1.0%
619 NSC NORFOLK SOUTHN CORP Industrials 5,189.0 $1.5M 0.00% +88.0 +1.7% $288.73 +10.9%
620 SBRA SABRA HEALTH CARE REIT INC Real Estate 77,377.0 $1.5M 0.00% +11K +15.9% $18.94 +9.8%
Page 31 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%