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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 37 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PRI PRIMERICA INC Financial Services 2,283.0 $590K 0.00% +160.0 +7.5% $258.36 +8.1%
722 IEX IDEX CORP Industrials 3,287.0 $585K 0.00% +617.0 +23.1% $177.94 +19.0%
723 HYMB SPDR SERIES TRUST 23,272.0 $580K 0.00% +19K +464.2% $24.94 +0.5%
724 BRX BRIXMOR PPTY GROUP INC Real Estate 21,965.0 $576K 0.00% +1K +7.1% $26.22 +18.4%
725 TRNO TERRENO RLTY CORP Real Estate 9,659.0 $567K 0.00% +10K +7446.1% $58.71 +13.7%
726 EMXC ISHARES INC 7,797.0 $567K 0.00% +1K +19.5% $72.68 +38.3%
727 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,725.0 $566K 0.00% +283.0 +11.6% $207.78 -35.7%
728 INTF ISHARES TR 14,873.0 $561K 0.00% +15K +10000.0% $37.75 +10.3%
729 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,824.0 $559K 0.00% +105.0 +3.9% $197.97 +16.3%
730 FCPT FOUR CORNERS PPTY TR INC Real Estate 24,163.0 $557K 0.00% +6K +32.7% $23.06 +10.5%
731 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,199.0 $539K 0.00% +302.0 +6.2% $103.67 +10.0%
732 VRT VERTIV HOLDINGS CO Industrials 3,318.0 $538K 0.00% +18.0 +0.6% $162.01 +93.4%
733 IUSG ISHARES TR 3,174.0 $533K 0.00% +2K +163.4% $167.94 +12.2%
734 VOOG VANGUARD ADMIRAL FDS INC 1,190.0 $529K 0.00% +411.0 +52.8% $444.59 -81.4%
735 F FORD MTR CO Consumer Cyclical 39,459.0 $518K 0.00% +3K +7.5% $13.12 +19.3%
736 GWW WW GRAINGER INC Industrials 508.0 $513K 0.00% +144.0 +39.6% $1009.90 +24.1%
737 WAB WABTEC Industrials 2,377.0 $507K 0.00% +305.0 +14.7% $213.48 +22.2%
738 NBDS NEUBERGER BERMAN ETF TRUST 14,069.0 $499K 0.00% +10K +293.6% $35.45 +12.8%
739 FVAL FIDELITY COVINGTON TRUST 6,831.0 $494K 0.00% +3K +83.3% $72.27 +9.5%
740 FV FIRST TR EXCHANGE TRADED FD 7,791.0 $490K 0.00% +1K +18.1% $62.92 +13.9%
Page 37 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%