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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 39 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PNR PENTAIR PLC Industrials 3,587.0 $374K 0.00% +677.0 +23.3% $104.15 -29.2%
762 SCHF SCHWAB STRATEGIC TR 15,538.0 $374K 0.00% +1K +9.1% $24.04 +15.1%
763 OKE ONEOK INC NEW Energy 5,081.0 $373K 0.00% +218.0 +4.5% $73.50 +21.5%
764 L LOEWS CORP Financial Services 3,518.0 $370K 0.00% +470.0 +15.4% $105.30 +3.7%
765 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,802.0 $366K 0.00% +174.0 +6.6% $130.51 -4.1%
766 EW EDWARDS LIFESCIENCES CORP Healthcare 4,253.0 $363K 0.00% +1K +37.7% $85.25 +2.5%
767 IRM IRON MTN INC DEL Real Estate 4,340.0 $360K 0.00% +1K +49.7% $82.95 +53.8%
768 VONE VANGUARD SCOTTSDALE FDS 1,124.0 $347K 0.00% +280.0 +33.2% $309.04 +9.5%
769 AEIS ADVANCED ENERGY INDS Industrials 1,656.0 $347K 0.00% +122.0 +8.0% $209.37 +56.6%
770 YETI YETI HLDGS INC Consumer Cyclical 7,777.0 $344K 0.00% +389.0 +5.3% $44.17 +6.7%
771 PAYO PAYONEER GLOBAL INC Technology 60,690.0 $341K 0.00% +1K +2.3% $5.62 -10.2%
772 PTNQ PACER FDS TR 4,325.0 $340K 0.00% +85.0 +2.0% $78.65 +11.6%
773 IXN ISHARES TR 3,233.0 $339K 0.00% +700.0 +27.6% $105.00 +32.3%
774 BURL BURLINGTON STORES INC Consumer Cyclical 1,117.0 $323K 0.00% +19.0 +1.7% $288.85 +13.7%
775 LFUS LITTELFUSE INC Technology 1,266.0 $320K 0.00% +90.0 +7.7% $252.92 +84.3%
776 FN FABRINET Technology 699.0 $318K 0.00% +17.0 +2.5% $455.28 +45.3%
777 WIX WIX COM LTD Technology 3,049.0 $317K 0.00% +1K +50.2% $103.89 -46.1%
778 BZ KANZHUN LIMITED Industrials 15,533.0 $317K 0.00% +15K +10000.0% $20.38 -34.1%
779 CGSD CAPITAL GRP FIXED INCM ETF T 12,044.0 $313K 0.00% +5K +81.2% $26.01 -0.7%
780 IUSV ISHARES TR 3,032.0 $311K 0.00% +139.0 +4.8% $102.54 +7.8%
Page 39 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%