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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 4 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEF ISHARES TR 1,007,769.0 $96.9M 0.20% +13K +1.3% $96.16 -2.5%
62 AMAT APPLIED MATLS INC Technology 376,513.0 $96.8M 0.20% +32K +9.3% $256.99 +66.3%
63 VO VANGUARD INDEX FDS 333,134.0 $96.7M 0.20% +16K +5.0% $290.22 -73.3%
64 AFL AFLAC INC Financial Services 872,618.0 $96.2M 0.20% +12K +1.4% $110.27 +6.8%
65 EWC ISHARES INC 1,708,400.0 $92.1M 0.19% +46K +2.8% $53.93 +8.6%
66 BKNG BOOKING HOLDINGS INC Consumer Cyclical 16,929.0 $90.7M 0.18% +3K +23.6% $5355.33 -97.0%
67 VGT VANGUARD WORLD FD 116,909.0 $88.1M 0.18% +32K +37.3% $753.78 -84.8%
68 V VISA INC Financial Services 245,434.0 $86.1M 0.18% +26K +11.6% $350.71 -5.7%
69 IGSB ISHARES TR 1,609,927.0 $85.1M 0.17% +234K +17.0% $52.88 -1.1%
70 IAU ISHARES GOLD TR Financial Services 1,044,313.0 $84.8M 0.17% +319K +44.0% $81.17 +5.2%
71 BKLN INVESCO EXCH TRADED FD TR II 4,025,565.0 $84.5M 0.17% +713K +21.5% $21.00 -2.4%
72 IUSB ISHARES TR 1,797,858.0 $83.7M 0.17% +39K +2.2% $46.54 -1.5%
73 SPTI SPDR SERIES TRUST 2,843,335.0 $82.0M 0.17% +207K +7.9% $28.84 -2.0%
74 WSM WILLIAMS SONOMA INC Consumer Cyclical 456,165.0 $81.5M 0.17% +9K +2.1% $178.59 +0.9%
75 XBI SPDR SERIES TRUST 635,843.0 $77.5M 0.16% +636K +10000.0% $121.93 +8.9%
76 J P MORGAN EXCHANGE TRADED F 1,522,345.0 $77.0M 0.16% +81K +5.6% $50.59
77 VNQ VANGUARD INDEX FDS 861,933.0 $76.3M 0.16% +26K +3.1% $88.49 +9.2%
78 SHV ISHARES TR 686,636.0 $75.6M 0.15% +13K +1.9% $110.15 +0.1%
79 VB VANGUARD INDEX FDS 292,043.0 $75.3M 0.15% +9K +3.0% $257.95 +11.0%
80 AMGN AMGEN INC Healthcare 228,134.0 $74.7M 0.15% +14K +6.7% $327.31 +3.1%
Page 4 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%