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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 59 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 FIW FIRST TR EXCHANGE-TRADED FD 183.0 $20K +168.0 +1120.0% $108.64 -5.9%
1162 ELAN ELANCO ANIMAL HEALTH INC Healthcare 871.0 $20K +117.0 +15.5% $22.63 -4.0%
1163 SCHC SCHWAB STRATEGIC TR 433.0 $20K +25.0 +6.1% $45.53 +10.4%
1164 LSTR LANDSTAR SYS INC Industrials 135.0 $19K +55.0 +68.8% $143.70 +35.0%
1165 FXR FIRST TR EXCHANGE TRADED FD 242.0 $19K +58.0 +31.5% $79.87 +7.1%
1166 KOMP SPDR SERIES TRUST 321.0 $19K +280.0 +682.9% $59.73 +18.1%
1167 AMKR AMKOR TECHNOLOGY INC Technology 479.0 $19K +11.0 +2.4% $39.48 +66.5%
1168 DPG DUFF & PHELPS UTLITY AND INF Financial Services 1,453.0 $18K +733.0 +101.8% $12.71 +15.4%
1169 ISCV ISHARES TR 257.0 $18K +168.0 +188.8% $68.50 +9.0%
1170 AWI ARMSTRONG WORLD INDS INC NEW Industrials 91.0 $17K +15.0 +19.7% $191.10 -17.6%
1171 ITUB ITAU UNIBANCO HLDG S A Financial Services 2,407.0 $17K +583.0 +32.0% $7.16 +9.2%
1172 CADENCE BANK 389.0 $17K +136.0 +53.8% $42.84
1173 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 248.0 $16K +216.0 +675.0% $66.39 +12.9%
1174 TILT FLEXSHARES TR 66.0 $16K +5.0 +8.2% $248.68 +9.2%
1175 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 726.0 $16K +67.0 +10.2% $22.32 -27.0%
1176 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 61.0 $16K +3.0 +5.2% $263.62 -8.8%
1177 BEKE KE HLDGS INC Real Estate 991.0 $16K +149.0 +17.7% $15.76 +4.1%
1178 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,996.0 $16K +188.0 +10.4% $7.77 +21.1%
1179 PTH INVESCO EXCHANGE TRADED FD T 309.0 $15K +9.0 +3.0% $49.74 +3.0%
1180 LKQ LKQ CORP Consumer Cyclical 508.0 $15K +70.0 +16.0% $30.20 -10.1%
Page 59 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%