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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 38 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 GSIE GOLDMAN SACHS ETF TR 11,408.0 $490K 0.00% +4K +53.8% $42.94 +7.1%
742 SHYL DBX ETF TR 10,870.0 $489K 0.00% +217.0 +2.0% $44.97 -1.1%
743 VLO VALERO ENERGY CORP Energy 2,976.0 $484K 0.00% +351.0 +13.4% $162.80 +46.8%
744 JKHY HENRY JACK & ASSOC INC Technology 2,629.0 $480K 0.00% +698.0 +36.1% $182.48 -24.5%
745 ON ON SEMICONDUCTOR CORP Technology 8,854.0 $479K 0.00% +2K +38.3% $54.15 +124.8%
746 NI NISOURCE INC Utilities 11,364.0 $475K 0.00% +2K +16.6% $41.76 +14.1%
747 LNG CHENIERE ENERGY INC Energy 2,269.0 $441K 0.00% +442.0 +24.2% $194.40 +19.4%
748 VTWO VANGUARD SCOTTSDALE FDS 4,294.0 $427K 0.00% +137.0 +3.3% $99.52 +18.1%
749 BIIB BIOGEN INC Healthcare 2,392.0 $421K 0.00% +321.0 +15.5% $176.01 +13.2%
750 FNDX SCHWAB STRATEGIC TR 15,453.0 $420K 0.00% +408.0 +2.7% $27.21 +13.7%
751 DLR DIGITAL RLTY TR INC Real Estate 2,715.0 $420K 0.00% +25.0 +0.9% $154.73 +24.8%
752 LIFE360 INC 6,505.0 $417K 0.00% +6K +10000.0% $64.14
753 DIA SPDR DOW JONES INDL AVERAGE Financial Services 844.0 $406K 0.00% +29.0 +3.6% $480.57 +5.5%
754 XLB SELECT SECTOR SPDR TR 8,789.0 $399K 0.00% +6K +174.5% $45.35 +13.1%
755 FTC FIRST TR EXCHANGE-TRADED ALP 2,464.0 $394K 0.00% +158.0 +6.8% $159.88 +13.7%
756 ASX ASE TECHNOLOGY HLDG CO LTD Technology 23,926.0 $385K 0.00% +20K +538.7% $16.10 +138.9%
757 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,654.0 $382K 0.00% +680.0 +34.5% $143.89 +48.9%
758 TSEM TOWER SEMICONDUCTOR LTD Technology 3,229.0 $379K 0.00% +3K +10000.0% $117.42 +137.5%
759 PYPL PAYPAL HLDGS INC Financial Services 6,490.0 $379K 0.00% +57.0 +0.9% $58.38 -24.4%
760 PECO PHILLIPS EDISON & CO INC Real Estate 10,589.0 $377K 0.00% +992.0 +10.3% $35.57 +14.8%
Page 38 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%