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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 64 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RLI RLI CORP Financial Services 140.0 $9K +61.0 +77.2% $63.98 -17.8%
1262 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 284.0 $9K +257.0 +951.9% $31.43 +29.2%
1263 PR PERMIAN RESOURCES CORP Energy 631.0 $9K +206.0 +48.5% $14.03 +45.7%
1264 POR PORTLAND GEN ELEC CO Utilities 184.0 $9K +15.0 +8.9% $47.99 +3.8%
1265 RING ISHARES INC 119.0 $9K +14.0 +13.3% $73.64 +0.8%
1266 JMOM J P MORGAN EXCHANGE TRADED F 127.0 $9K +126.0 +10000.0% $68.15 +18.1%
1267 SEIC SEI INVTS CO Financial Services 105.0 $9K +23.0 +28.1% $82.02 +10.4%
1268 DLS WISDOMTREE TR 106.0 $9K +69.0 +186.5% $81.01 +7.2%
1269 AEGON LTD 1,107.0 $9K +84.0 +8.2% $7.71
1270 SMIN ISHARES TR 122.0 $9K +24.0 +24.5% $69.91 -5.0%
1271 QTWO Q2 HLDGS INC Technology 117.0 $8K +78.0 +200.0% $72.16 -36.1%
1272 CNM CORE & MAIN INC Industrials 161.0 $8K +14.0 +9.5% $51.97 -9.0%
1273 LMAT LEMAITRE VASCULAR INC Healthcare 103.0 $8K +9.0 +9.6% $81.10 +20.5%
1274 TRMK TRUSTMARK CORP Financial Services 213.0 $8K +51.0 +31.5% $38.95 +14.0%
1275 YOU CLEAR SECURE INC Technology 235.0 $8K +64.0 +37.4% $35.08 +74.2%
1276 TPG TPG INC Financial Services 129.0 $8K +71.0 +122.4% $63.84 -34.8%
1277 PKX POSCO HOLDINGS INC Basic Materials 153.0 $8K +58.0 +61.0% $53.21 +40.1%
1278 CRWV COREWEAVE INC Technology 114.0 $8K +106.0 +1325.0% $71.30 +48.0%
1279 CX CEMEX SAB DE CV Basic Materials 704.0 $8K +280.0 +66.0% $11.49 +9.3%
1280 ALV AUTOLIV INC Consumer Cyclical 68.0 $8K +34.0 +100.0% $118.71 +3.4%
Page 64 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%