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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 65 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MTBA SIMPLIFY EXCHANGE TRADED FUN 160.0 $8K +141.0 +742.1% $50.41 -2.6%
1282 RLY SSGA ACTIVE ETF TR 256.0 $8K +203.0 +383.0% $31.45 +16.9%
1283 IWX ISHARES TR 87.0 $8K +51.0 +141.7% $91.86 +12.2%
1284 BILI BILIBILI INC Technology 318.0 $8K +104.0 +48.6% $24.59 -29.9%
1285 RHI ROBERT HALF INC. Industrials 287.0 $8K +86.0 +42.8% $27.18 +0.5%
1286 MOOG INC 32.0 $8K +13.0 +68.4% $243.56
1287 GKOS GLAUKOS CORP Healthcare 69.0 $8K +56.0 +430.8% $112.91 +6.5%
1288 ESI ELEMENT SOLUTIONS INC Basic Materials 310.0 $8K +153.0 +97.5% $24.99 +63.1%
1289 QLYS QUALYS INC Technology 58.0 $8K +38.0 +190.0% $132.90 -23.0%
1290 KFY KORN FERRY Industrials 114.0 $8K +108.0 +1800.0% $66.02 +3.0%
1291 FBP FIRST BANCORP P R Financial Services 360.0 $7K +158.0 +78.2% $20.73 +16.3%
1292 BSM BLACK STONE MINERALS L P Energy 560.0 $7K +171.0 +44.0% $13.29 +4.0%
1293 IXJ ISHARES TR 75.0 $7K +36.0 +92.3% $97.40 -2.6%
1294 SHOO MADDEN STEVEN LTD Consumer Cyclical 175.0 $7K +22.0 +14.4% $41.64 +0.7%
1295 PLMR PALOMAR HLDGS INC Financial Services 54.0 $7K +15.0 +38.5% $134.76 -15.5%
1296 ONTO ONTO INNOVATION INC Technology 46.0 $7K +28.0 +155.6% $157.87 +66.1%
1297 LI LI AUTO INC Consumer Cyclical 426.0 $7K +188.0 +79.0% $16.93 -6.1%
1298 STWD STARWOOD PPTY TR INC Real Estate 398.0 $7K +88.0 +28.4% $18.01 -4.0%
1299 EMD WESTERN ASSET EMERGING MKTS Financial Services 672.0 $7K +201.0 +42.7% $10.63 -2.0%
1300 XPEV XPENG INC Consumer Cyclical 346.0 $7K +129.0 +59.5% $20.28 -23.1%
Page 65 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%