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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 32 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CGXU CAPITAL GROUP INTL FOCUS EQT 49,244.0 $1.5M 0.00% +30K +157.7% $29.55 +17.0%
622 CASY CASEYS GEN STORES INC Consumer Cyclical 2,631.0 $1.5M 0.00% +491.0 +22.9% $552.71 +46.4%
623 NUHY NUSHARES ETF TR 67,254.0 $1.5M 0.00% +6K +9.8% $21.59 -0.8%
624 IWR ISHARES TR 14,871.0 $1.4M 0.00% +2K +19.4% $96.27 +11.0%
625 ISHARES TR 54,312.0 $1.4M 0.00% +17K +44.3% $26.06
626 USDU WISDOMTREE TR 54,529.0 $1.4M 0.00% +54K +10000.0% $25.80 +1.3%
627 EL LAUDER ESTEE COS INC Consumer Defensive 13,415.0 $1.4M 0.00% +660.0 +5.2% $104.72 -17.3%
628 GSLC GOLDMAN SACHS ETF TR 10,533.0 $1.4M 0.00% +2K +19.9% $132.37 +7.6%
629 IVZ INVESCO LTD Financial Services 52,904.0 $1.4M 0.00% +18K +50.1% $26.27 +5.4%
630 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 20,589.0 $1.4M 0.00% +14K +191.1% $67.39 +12.6%
631 KLIC KULICKE & SOFFA INDS INC Technology 29,889.0 $1.4M 0.00% +739.0 +2.5% $45.56 +138.3%
632 MFG MIZUHO FINANCIAL GROUP INC Financial Services 185,649.0 $1.4M 0.00% +33K +21.6% $7.32 +26.2%
633 DXJ WISDOMTREE TR 9,379.0 $1.4M 0.00% +9K +3452.7% $144.16 +18.8%
634 KIM KIMCO RLTY CORP Real Estate 66,619.0 $1.4M 0.00% +3K +4.8% $20.27 +21.1%
635 PBP INVESCO EXCHANGE TRADED FD T 59,128.0 $1.3M 0.00% +2K +2.9% $22.83 -0.3%
636 NNN NNN REIT INC Real Estate 33,957.0 $1.3M 0.00% +2K +5.9% $39.63 +13.7%
637 ABEV AMBEV SA Consumer Defensive 540,269.0 $1.3M 0.00% +221K +69.5% $2.47 +32.4%
638 SAN BANCO SANTANDER SA Financial Services 111,731.0 $1.3M 0.00% +23K +26.4% $11.73 +6.5%
639 MSCI MSCI INC Financial Services 2,224.0 $1.3M 0.00% +49.0 +2.2% $573.78 +2.6%
640 COIN COINBASE GLOBAL INC Financial Services 5,583.0 $1.3M 0.00% +417.0 +8.1% $226.16 -20.4%
Page 32 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%