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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 58 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 COMERICA INC 267.0 $23K +85.0 +46.7% $86.93
1142 ACA ARCOSA INC Industrials 218.0 $23K +95.0 +77.2% $106.32 +13.6%
1143 IBDR ISHARES TR 952.0 $23K +76.0 +8.7% $24.23 +0.0%
1144 PCTY PAYLOCITY HLDG CORP Technology 150.0 $23K +14.0 +10.3% $152.50 -25.9%
1145 GNR SPDR INDEX SHS FDS 367.0 $23K +153.0 +71.5% $62.14 +18.7%
1146 AGNC AGNC INVT CORP Real Estate 2,090.0 $22K +1K +101.2% $10.72 -4.8%
1147 SCHK SCHWAB STRATEGIC TR 681.0 $22K +261.0 +62.1% $32.80 +9.3%
1148 CPA COPA HOLDINGS SA Industrials 184.0 $22K +45.0 +32.4% $120.61 +13.6%
1149 SOPH SOPHIA GENETICS SA Healthcare 4,687.0 $22K +566.0 +13.7% $4.67 +4.5%
1150 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 2,246.0 $21K +857.0 +61.7% $9.53 -1.8%
1151 AFG AMERICAN FINL GROUP INC OHIO Financial Services 156.0 $21K +57.0 +57.6% $136.71 -0.0%
1152 DNP DNP SELECT INCOME FD INC Financial Services 2,133.0 $21K +2K +335.3% $9.99 +8.3%
1153 THG HANOVER INS GROUP INC Financial Services 116.0 $21K +4.0 +3.6% $182.77 +6.8%
1154 RSPT INVESCO EXCHANGE TRADED FD T 462.0 $21K +102.0 +28.3% $45.51 +33.9%
1155 JOE ST JOE CO Real Estate 352.0 $21K +321.0 +1035.5% $59.37 +7.5%
1156 BNL BROADSTONE NET LEASE INC Real Estate 1,191.0 $21K +91.0 +8.3% $17.37 +17.4%
1157 FQAL FIDELITY COVINGTON TRUST 266.0 $20K +224.0 +533.3% $75.59 +6.7%
1158 BOH BANK HAWAII CORP Financial Services 293.0 $20K +142.0 +94.0% $68.37 +13.8%
1159 ATR APTARGROUP INC Healthcare 164.0 $20K +73.0 +80.2% $122.07 -4.8%
1160 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 184.0 $20K +10.0 +5.8% $108.77 -5.1%
Page 58 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%