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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 49 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CSW INDUSTRIALS INC 287.0 $84K +155.0 +117.4% $293.53
962 SUSA ISHARES TR 603.0 $84K +44.0 +7.9% $139.37 +9.5%
963 ITRN ITURAN LOCATION AND CONTROL Technology 1,950.0 $84K +240.0 +14.0% $43.01 +42.7%
964 TWLO TWILIO INC Communication Services 590.0 $84K +65.0 +12.4% $142.15 +33.4%
965 DPZ DOMINOS PIZZA INC Consumer Cyclical 201.0 $84K +82.0 +68.9% $416.85 -25.5%
966 VERX VERTEX INC Technology 4,180.0 $83K +1K +49.1% $19.97 -34.6%
967 KB KB FINL GROUP INC Financial Services 947.0 $81K +79.0 +9.1% $86.06 +22.6%
968 XLG INVESCO EXCHANGE TRADED FD T 1,352.0 $80K +20.0 +1.5% $59.28 +7.3%
969 UTG REAVES UTIL INCOME FD Financial Services 2,166.0 $79K +219.0 +11.2% $36.58 +17.2%
970 BDYN BLACKROCK ETF TRUST 3,091.0 $79K +74.0 +2.5% $25.61 +7.7%
971 IYF ISHARES TR 606.0 $78K +63.0 +11.6% $128.93 -4.0%
972 AVDV AMERICAN CENTY ETF TR 830.0 $78K +149.0 +21.9% $93.97 +17.5%
973 LYFT LYFT INC Technology 3,981.0 $77K +4K +1813.9% $19.37 -29.9%
974 CNQ CANADIAN NAT RES LTD Energy 2,258.0 $76K +63.0 +2.9% $33.85 +38.4%
975 RB GLOBAL INC 742.0 $76K +522.0 +237.3% $102.87
976 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 5,366.0 $76K +80.0 +1.5% $14.16 +10.5%
977 ANNALY CAPITAL MANAGEMENT IN 3,398.0 $76K +580.0 +20.6% $22.36
978 WTV WISDOMTREE TR 805.0 $75K +241.0 +42.7% $93.30 +9.2%
979 CRUS CIRRUS LOGIC INC Technology 633.0 $75K +609.0 +2537.5% $118.50 +50.5%
980 JLL JONES LANG LASALLE INC Real Estate 220.0 $74K +30.0 +15.8% $336.47 -14.0%
Page 49 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%