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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 45 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FNDC SCHWAB STRATEGIC TR 3,012.0 $134K +77.0 +2.6% $44.55 +13.4%
882 POCT INNOVATOR ETFS TRUST 3,055.0 $134K +3K +2809.5% $43.92 +5.0%
883 CACI CACI INTL INC Technology 250.0 $133K +97.0 +63.4% $532.81 -5.9%
884 ADUS ADDUS HOMECARE CORP Healthcare 1,229.0 $132K +9.0 +0.7% $107.39 -13.2%
885 QGRO AMERICAN CENTY ETF TR 1,147.0 $131K +816.0 +246.5% $114.52 +1.3%
886 ESS ESSEX PPTY TR INC Real Estate 498.0 $130K +11.0 +2.3% $261.88 +5.9%
887 IPGP IPG PHOTONICS CORP Technology 1,820.0 $130K +116.0 +6.8% $71.60 +67.3%
888 MTCH MATCH GROUP INC NEW Communication Services 3,943.0 $127K +235.0 +6.3% $32.29 +11.3%
889 AVUV AMERICAN CENTY ETF TR 1,236.0 $126K +252.0 +25.6% $101.98 +19.0%
890 AQN ALGONQUIN PWR UTILS CORP Utilities 20,246.0 $125K +20K +7934.1% $6.15 -2.1%
891 XSOE WISDOMTREE TR 3,186.0 $124K +107.0 +3.5% $39.02 +25.2%
892 BYD BOYD GAMING CORP Consumer Cyclical 1,424.0 $121K +499.0 +54.0% $85.24 -5.3%
893 VONV VANGUARD SCOTTSDALE FDS 1,312.0 $121K +29.0 +2.3% $92.30 +13.3%
894 PPA INVESCO EXCHANGE TRADED FD T 763.0 $120K +15.0 +2.0% $156.63 +11.1%
895 UMC UNITED MICROELECTRONICS CORP Technology 15,185.0 $119K +13K +514.0% $7.86 +168.2%
896 FDS FACTSET RESH SYS INC Financial Services 406.0 $118K +269.0 +196.3% $290.21 -20.4%
897 SCHM SCHWAB STRATEGIC TR 3,912.0 $118K +416.0 +11.9% $30.07 +17.1%
898 UHS UNIVERSAL HLTH SVCS INC Healthcare 535.0 $117K +22.0 +4.3% $218.03 -28.2%
899 HMY HARMONY GOLD MINING CO LTD Basic Materials 5,860.0 $117K +4K +234.3% $19.90 -9.4%
900 VTRS VIATRIS INC Healthcare 9,279.0 $116K +383.0 +4.3% $12.45 +33.7%
Page 45 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%