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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 40 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EMGF ISHARES INC 5,370.0 $311K 0.00% +334.0 +6.6% $57.85 +26.7%
782 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,193.0 $305K 0.00% +130.0 +12.2% $256.03 -13.5%
783 IWY ISHARES TR 1,101.0 $305K 0.00% +726.0 +193.6% $276.94 +6.3%
784 QQQM INVESCO EXCH TRADED FD TR II 1,204.0 $305K 0.00% +414.0 +52.4% $252.98 +18.3%
785 WCN WASTE CONNECTIONS INC Industrials 1,717.0 $301K 0.00% +272.0 +18.8% $175.35 -12.8%
786 COWZ PACER FDS TR 4,913.0 $296K 0.00% +1K +42.2% $60.17 +6.9%
787 NUMV NUSHARES ETF TR 7,426.0 $290K 0.00% +307.0 +4.3% $39.10 +9.0%
788 TRGP TARGA RES CORP Energy 1,545.0 $285K 0.00% +160.0 +11.6% $184.49 +45.0%
789 BIDU BAIDU INC Communication Services 2,132.0 $279K 0.00% +694.0 +48.3% $130.66 +0.3%
790 GPOR GULFPORT ENERGY CORP Energy 1,320.0 $275K 0.00% +23.0 +1.8% $207.99 -16.2%
791 MKC MCCORMICK & CO INC Consumer Defensive 3,937.0 $268K 0.00% +2K +150.1% $68.12 -29.8%
792 CTRA COTERRA ENERGY INC Energy 10,105.0 $266K 0.00% +1K +13.4% $26.32 +23.7%
793 FLMI FRANKLIN TEMPLETON ETF TR 10,692.0 $266K 0.00% +6K +120.1% $24.87 +0.3%
794 POOL POOL CORP Industrials 1,115.0 $255K 0.00% +62.0 +5.9% $228.78 -18.3%
795 SIMO SILICON MOTION TECHNOLOGY CO Technology 2,751.0 $255K 0.00% +296.0 +12.1% $92.70 +195.7%
796 BLOCK INC 3,885.0 $253K 0.00% +938.0 +31.8% $65.09
797 PRCT PROCEPT BIOROBOTICS CORP Healthcare 7,910.0 $249K 0.00% +340.0 +4.5% $31.46 -16.3%
798 CCL CARNIVAL CORP Consumer Cyclical 8,113.0 $248K 0.00% +1K +14.5% $30.54 -9.0%
799 AVY AVERY DENNISON CORP Industrials 1,354.0 $246K 0.00% +335.0 +32.9% $181.92 -11.6%
800 BUFC AB ACTIVE ETFS INC 5,953.0 $246K 0.00% +1K +28.7% $41.33 +2.4%
Page 40 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%