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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 63 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MODL VICTORY PORTFOLIOS II 224.0 $11K +126.0 +128.6% $47.52 +6.2%
1242 RVMD REVOLUTION MEDICINES INC Healthcare 132.0 $11K +39.0 +41.9% $79.65 +90.3%
1243 BBDO BANCO BRADESCO S A Financial Services 3,654.0 $10K +341.0 +10.3% $2.87 +7.7%
1244 GLNG GOLAR LNG LTD Energy 280.0 $10K +278.0 +10000.0% $37.21 +40.7%
1245 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 1,058.0 $10K +373.0 +54.5% $9.75 +6.8%
1246 EMDM FIRST TR EXCHANGE TRADED FD 328.0 $10K +148.0 +82.2% $31.34 +30.9%
1247 BOTZ GLOBAL X FDS 282.0 $10K +257.0 +1028.0% $36.23 +11.2%
1248 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 106.0 $10K +23.0 +27.7% $95.70 +22.1%
1249 PURSUIT ATTRACTIONS AND HOSP 299.0 $10K +7.0 +2.4% $33.68
1250 GVA GRANITE CONSTR INC Industrials 87.0 $10K +3.0 +3.6% $115.34 +12.7%
1251 SPGM SPDR INDEX SHS FDS 129.0 $10K +106.0 +460.9% $76.71 +10.9%
1252 U HAUL HOLDING COMPANY 209.0 $10K +21.0 +11.2% $46.74
1253 WIT WIPRO LTD Technology 3,433.0 $10K +309.0 +9.9% $2.84 -29.2%
1254 HR HEALTHCARE RLTY TR Real Estate 566.0 $10K +42.0 +8.0% $16.95 +20.1%
1255 MD PEDIATRIX MEDICAL GROUP INC Healthcare 447.0 $10K +277.0 +162.9% $21.39 -0.6%
1256 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 205.0 $9K +61.0 +42.4% $45.40 -7.2%
1257 GNL GLOBAL NET LEASE INC Real Estate 1,069.0 $9K +1K +1955.8% $8.60 +8.5%
1258 SPSC SPS COMM INC Technology 101.0 $9K +97.0 +2425.0% $89.13 -39.7%
1259 CHE CHEMED CORP NEW Healthcare 21.0 $9K +13.0 +162.5% $427.86 +2.7%
1260 LTM LATAM AIRLINES GROUP SA Industrials 166.0 $9K +59.0 +55.1% $54.01 -7.6%
Page 63 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%