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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 48 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 NHI NATIONAL HEALTH INVS INC Real Estate 1,195.0 $91K +227.0 +23.4% $76.37 -0.2%
942 IYT ISHARES TR 1,221.0 $91K +800.0 +190.0% $74.51 +11.4%
943 ARCB ARCBEST CORP Industrials 1,208.0 $90K +1K +5940.0% $74.19 +74.5%
944 JJSF J & J SNACK FOODS CORP Consumer Defensive 989.0 $89K +34.0 +3.6% $90.37 -17.6%
945 KNTK KINETIK HOLDINGS INC Energy 2,450.0 $88K +2K +10000.0% $36.05 +36.1%
946 SFY TIDAL TRUST I 666.0 $88K +494.0 +287.2% $132.16 +12.7%
947 CANADIAN PACIFIC KANSAS CITY 1,193.0 $88K +857.0 +255.1% $73.65
948 TDY TELEDYNE TECHNOLOGIES INC Technology 172.0 $88K +60.0 +53.6% $510.73 +23.0%
949 NVR NVR INC Consumer Cyclical 12.0 $88K +3.0 +33.3% $7292.75 -17.2%
950 EGP EASTGROUP PPTYS INC Real Estate 491.0 $87K +115.0 +30.6% $178.14 +16.2%
951 AIZ ASSURANT INC Financial Services 363.0 $87K +100.0 +38.0% $240.85 +6.3%
952 EWJ ISHARES INC 1,082.0 $87K +285.0 +35.8% $80.74 +15.1%
953 BRBR BELLRING BRANDS INC Consumer Defensive 3,257.0 $87K +2K +154.4% $26.73 -67.8%
954 ANGLOGOLD ASHANTI PLC 1,012.0 $86K +1K +8333.3% $85.28
955 MISL FIRST TR EXCHANGE-TRADED FD 2,003.0 $86K +734.0 +57.8% $42.79 +11.1%
956 DNLI DENALI THERAPEUTICS INC Healthcare 5,187.0 $86K +1K +31.8% $16.51 +17.4%
957 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 9,548.0 $85K +258.0 +2.8% $8.90 -3.9%
958 NOK NOKIA CORP Technology 13,113.0 $85K +751.0 +6.1% $6.47 +154.3%
959 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 1,811.0 $85K +1K +418.9% $46.68 -11.7%
960 HLX HELIX ENERGY SOLUTIONS GRP I Energy 13,483.0 $85K +718.0 +5.6% $6.27 +61.2%
Page 48 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%