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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 52 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 VIA VIA TRANSN INC Technology 1,922.0 $56K +1K +156.3% $29.01 -48.3%
1022 ATI ATI INC Industrials 485.0 $56K +69.0 +16.6% $114.76 +44.5%
1023 CBOE CBOE GLOBAL MKTS INC Financial Services 221.0 $55K +29.0 +15.1% $250.47 +42.1%
1024 RWL INVESCO EXCH TRADED FD TR II 475.0 $54K +48.0 +11.2% $114.50 +10.1%
1025 PUK PRUDENTIAL PLC Financial Services 1,747.0 $54K +114.0 +7.0% $31.12 -1.5%
1026 IMTM ISHARES TR 1,131.0 $54K +164.0 +17.0% $47.97 +11.1%
1027 SOFI SOFI TECHNOLOGIES INC Financial Services 2,044.0 $54K +771.0 +60.6% $26.18 -38.6%
1028 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 3,545.0 $53K +585.0 +19.8% $15.08 -25.1%
1029 TDS TELEPHONE & DATA SYS INC Communication Services 1,296.0 $53K +15.0 +1.2% $41.00 -4.2%
1030 DTM DT MIDSTREAM INC Energy 436.0 $52K +37.0 +9.3% $119.68 +25.9%
1031 HELO J P MORGAN EXCHANGE TRADED F 776.0 $52K +144.0 +22.8% $66.43 +2.1%
1032 FELV FIDELITY COVINGTON TRUST 1,482.0 $51K +950.0 +178.6% $34.65 +13.2%
1033 SKT TANGER INC Real Estate 1,535.0 $51K +1K +235.9% $33.37 +7.4%
1034 BIBL NORTHERN LTS FD TR IV 1,107.0 $50K +822.0 +288.4% $45.13 +20.7%
1035 HIMX HIMAX TECHNOLOGIES INC Technology 6,080.0 $50K +996.0 +19.6% $8.19 +161.6%
1036 DGRW WISDOMTREE TR 555.0 $50K +152.0 +37.7% $89.43 +7.6%
1037 ZTO ZTO EXPRESS CAYMAN INC Industrials 2,375.0 $50K +2K +1713.0% $20.89 +8.8%
1038 NRIM NORTHRIM BANCORP INC Financial Services 1,860.0 $49K +80.0 +4.5% $26.61 -7.0%
1039 GBIL GOLDMAN SACHS ETF TR 494.0 $49K +493.0 +10000.0% $99.94 +0.2%
1040 ZION ZIONS BANCORPORATION N A Financial Services 842.0 $49K +101.0 +13.6% $58.54 +7.3%
Page 52 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%