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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 46 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SCHE SCHWAB STRATEGIC TR 3,489.0 $114K +74.0 +2.2% $32.75 +11.3%
902 JMBS JANUS DETROIT STR TR 2,499.0 $114K +202.0 +8.8% $45.69 -1.2%
903 FDVV FIDELITY COVINGTON TRUST 2,002.0 $114K +1K +247.0% $56.70 +7.0%
904 SCZ ISHARES TR 1,448.0 $112K +200.0 +16.0% $77.53 +11.4%
905 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 631.0 $112K +216.0 +52.0% $177.44 -35.5%
906 ITT ITT INC Industrials 645.0 $112K +87.0 +15.6% $173.51 +15.8%
907 PSET PRINCIPAL EXCHANGE TRADED FD 1,459.0 $111K +309.0 +26.9% $76.30 -0.8%
908 OUNZ VANECK MERK GOLD ETF Financial Services 2,678.0 $111K +2K +427.2% $41.48 +4.5%
909 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 3,983.0 $111K +3K +463.4% $27.83 +26.1%
910 LDUR PIMCO ETF TR 1,154.0 $111K +23.0 +2.0% $95.95 -0.4%
911 ALB ALBEMARLE CORP Basic Materials 782.0 $111K +77.0 +10.9% $141.52 +23.4%
912 NSP INSPERITY INC Industrials 2,852.0 $110K +387.0 +15.7% $38.72 -18.2%
913 FXL FIRST TR EXCHANGE TRADED FD 652.0 $110K +93.0 +16.6% $168.28 +23.1%
914 ZM ZOOM COMMUNICATIONS INC Technology 1,270.0 $110K +545.0 +75.2% $86.29 +22.4%
915 TREX TREX CO INC Industrials 3,092.0 $108K +925.0 +42.7% $35.08 +15.2%
916 TD TORONTO DOMINION BK ONT Financial Services 1,150.0 $108K +306.0 +36.3% $94.20 +19.5%
917 BOND PIMCO ETF TR 1,161.0 $108K +32.0 +2.8% $93.11 -1.4%
918 PVH PVH CORPORATION Consumer Cyclical 1,568.0 $105K +288.0 +22.5% $67.02 +40.9%
919 NTSK NETSKOPE INC Technology 5,879.0 $103K +2K +60.5% $17.54 -30.9%
920 DD DUPONT DE NEMOURS INC Basic Materials 2,554.0 $103K +537.0 +26.6% $40.20 +23.0%
Page 46 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%