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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 56 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 IBDS ISHARES TR 1,314.0 $32K +304.0 +30.1% $24.28 -0.3%
1102 DAYFORCE INC 461.0 $32K +51.0 +12.4% $69.16
1103 SMLV SPDR SERIES TRUST 239.0 $31K +74.0 +44.9% $131.13 +13.4%
1104 BSY BENTLEY SYS INC Technology 820.0 $31K +115.0 +16.3% $38.17 -14.1%
1105 NEO NEOGENOMICS INC Healthcare 2,650.0 $31K +20.0 +0.8% $11.76 -22.2%
1106 PSTG PURE STORAGE INC Technology 461.0 $31K +120.0 +35.2% $67.01 +28.7%
1107 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 436.0 $31K +129.0 +42.0% $70.53 -6.9%
1108 IXG ISHARES TR 252.0 $30K +66.0 +35.5% $120.79 +2.2%
1109 JSMD JANUS DETROIT STR TR 370.0 $30K +27.0 +7.9% $81.56 +15.8%
1110 VOD VODAFONE GROUP PLC NEW Communication Services 2,275.0 $30K +1K +156.8% $13.21 +12.7%
1111 SHAK SHAKE SHACK INC Consumer Cyclical 368.0 $30K +302.0 +457.6% $81.17 -22.7%
1112 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 272.0 $30K +10.0 +3.8% $109.61 -27.9%
1113 PSO PEARSON PLC Communication Services 2,096.0 $29K +43.0 +2.1% $14.04 +8.3%
1114 INDA ISHARES TR 543.0 $29K +298.0 +121.6% $54.05 -9.8%
1115 S SENTINELONE INC Technology 1,906.0 $29K +2K +700.8% $15.00 +22.7%
1116 KD KYNDRYL HLDGS INC Technology 1,053.0 $28K +118.0 +12.6% $26.56 -53.8%
1117 AA ALCOA CORP Basic Materials 526.0 $28K +60.0 +12.9% $53.14 +39.8%
1118 AZTA AZENTA INC Healthcare 832.0 $28K +292.0 +54.1% $33.26 -38.4%
1119 ICOW PACER FDS TR 714.0 $28K +200.0 +38.9% $38.68 +17.9%
1120 FIVE FIVE BELOW INC Consumer Cyclical 146.0 $27K +3.0 +2.1% $188.06 +17.1%
Page 56 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%