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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 43 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 WSFS WSFS FINL CORP Financial Services 3,194.0 $176K +3K +10000.0% $55.24 +29.8%
842 PAVE GLOBAL X FDS 3,682.0 $176K +2K +75.8% $47.79 +17.8%
843 WWD WOODWARD INC Industrials 565.0 $171K +3.0 +0.5% $302.32 +16.2%
844 CPNG COUPANG INC Consumer Cyclical 7,150.0 $169K +620.0 +9.5% $23.59 -34.4%
845 CSL CARLISLE COS INC Industrials 523.0 $167K +49.0 +10.3% $319.86 +6.7%
846 WBS WEBSTER FINL CORP Financial Services 2,640.0 $166K +289.0 +12.3% $62.94 +14.1%
847 MDYV SPDR SERIES TRUST 1,958.0 $166K +1K +319.3% $84.65 +8.2%
848 RJF RAYMOND JAMES FINL INC Financial Services 1,031.0 $166K +82.0 +8.6% $160.66 -5.3%
849 Z ZILLOW GROUP INC Communication Services 2,414.0 $165K +50.0 +2.1% $68.22 -46.7%
850 AOS SMITH A O CORP Industrials 2,451.0 $164K +33.0 +1.4% $66.89 -12.8%
851 INVH INVITATION HOMES INC Real Estate 5,872.0 $163K +2K +44.6% $27.79 +5.8%
852 AVLV AMERICAN CENTY ETF TR 2,127.0 $161K +2K +1189.1% $75.77 +19.1%
853 WFRD WEATHERFORD INTL PLC Energy 2,054.0 $161K +75.0 +3.8% $78.26 +39.0%
854 PHG KONINKLIJKE PHILIPS N V Healthcare 5,930.0 $161K +2K +51.0% $27.08 -0.5%
855 BHP BHP GROUP LTD Basic Materials 2,658.0 $160K +330.0 +14.2% $60.37 +43.3%
856 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,131.0 $159K +37.0 +3.4% $140.79 +9.6%
857 XLRE SELECT SECTOR SPDR TR 3,911.0 $158K +3K +214.4% $40.35 +10.8%
858 CUZ COUSINS PPTYS INC Real Estate 6,119.0 $158K +338.0 +5.8% $25.78 +3.9%
859 UDR UDR INC Real Estate 4,294.0 $158K +2K +96.9% $36.68 +3.7%
860 FSLR FIRST SOLAR INC Energy 597.0 $156K +149.0 +33.3% $261.25 +3.3%
Page 43 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%