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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 67 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BBD BANCO BRADESCO S A Financial Services 1,730.0 $6K +557.0 +47.5% $3.33 +4.2%
1322 VOYA VOYA FINANCIAL INC Financial Services 77.0 $6K +68.0 +755.6% $74.49 +10.6%
1323 ERIE ERIE INDTY CO Financial Services 20.0 $6K +7.0 +53.9% $286.65 -21.8%
1324 PHI PLDT INC Communication Services 262.0 $6K +234.0 +835.7% $21.74 -13.2%
1325 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 93.0 $6K +61.0 +190.6% $60.89 -20.8%
1326 SLM SLM CORP Financial Services 208.0 $6K +12.0 +6.1% $27.00 -18.0%
1327 ASTS AST SPACEMOBILE INC Technology 77.0 $6K +27.0 +54.0% $72.64 +45.7%
1328 CELH CELSIUS HLDGS INC Consumer Defensive 122.0 $6K +15.0 +14.0% $45.75 -34.2%
1329 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 94.0 $6K +8.0 +9.3% $59.09 +32.6%
1330 FOUR SHIFT4 PMTS INC Technology 85.0 $5K +29.0 +51.8% $62.96 -31.3%
1331 NIO NIO INC Consumer Cyclical 1,044.0 $5K +438.0 +72.3% $5.10 +2.0%
1332 AR ANTERO RESOURCES CORP Energy 154.0 $5K +18.0 +13.2% $34.46 +6.6%
1333 VCTR VICTORY CAP HLDGS INC Financial Services 84.0 $5K +11.0 +15.1% $63.10 +36.2%
1334 STRA STRATEGIC ED INC Consumer Defensive 65.0 $5K +7.0 +12.1% $80.20 -2.1%
1335 ROBO EXCHANGE TRADED CONCEPTS TRU 75.0 $5K +1.0 +1.4% $69.31 +26.0%
1336 URBN URBAN OUTFITTERS INC Consumer Cyclical 69.0 $5K +21.0 +43.8% $75.26 -3.0%
1337 LIGHT & WONDER INC 50.0 $5K +17.0 +51.5% $103.10
1338 SON SONOCO PRODS CO Consumer Cyclical 117.0 $5K +43.0 +58.1% $43.64 +13.1%
1339 TKR TIMKEN CO Industrials 60.0 $5K +21.0 +53.9% $84.13 +42.6%
1340 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 92.0 $5K +66.0 +253.8% $53.93 +27.7%
Page 67 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%