BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 44 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AVDE AMERICAN CENTY ETF TR 1,893.0 $156K +53.0 +2.9% $82.32 +11.7%
862 IJJ ISHARES TR 1,184.0 $156K +76.0 +6.9% $131.59 +8.2%
863 ULTA ULTA BEAUTY INC Consumer Cyclical 256.0 $155K +10.0 +4.1% $605.32 -14.7%
864 TV GRUPO TELEVISA S A B Communication Services 53,042.0 $154K +13K +32.2% $2.91 -2.4%
865 IHDG WISDOMTREE TR 3,129.0 $152K +977.0 +45.4% $48.66 +5.3%
866 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,557.0 $152K +75.0 +1.7% $33.29 +51.4%
867 IJK ISHARES TR 1,541.0 $149K +555.0 +56.3% $96.88 +17.8%
868 IVT INVENTRUST PPTYS CORP Real Estate 5,268.0 $149K +4K +357.7% $28.21 +17.0%
869 IDA IDACORP INC Utilities 1,156.0 $146K +28.0 +2.5% $126.56 +12.7%
870 HDV ISHARES TR 1,190.0 $145K +329.0 +38.2% $121.61 -77.3%
871 NU NU HLDGS LTD Financial Services 8,579.0 $144K +2K +23.8% $16.74 -22.5%
872 ILMN ILLUMINA INC Healthcare 1,087.0 $143K +48.0 +4.6% $131.16 +10.7%
873 RPRX ROYALTY PHARMA PLC Healthcare 3,688.0 $143K +168.0 +4.8% $38.64 +39.4%
874 FNDA SCHWAB STRATEGIC TR 4,508.0 $142K +2K +105.0% $31.51 +14.9%
875 HTHT H WORLD GROUP LTD Consumer Cyclical 3,009.0 $142K +3K +1712.7% $47.05 -8.3%
876 J JACOBS SOLUTIONS INC Industrials 1,050.0 $139K +362.0 +52.6% $132.47 -12.5%
877 NMRK NEWMARK GROUP INC Real Estate 8,018.0 $139K +769.0 +10.6% $17.34 -16.4%
878 NOBL PROSHARES TR 1,320.0 $137K +123.0 +10.3% $104.07 +3.5%
879 AGYS AGILYSYS INC Technology 1,147.0 $136K +85.0 +8.0% $118.84 -33.3%
880 PTEN PATTERSON-UTI ENERGY INC Energy 22,011.0 $134K +13K +146.6% $6.11 +98.4%
Page 44 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%