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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 68 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 JPIB J P MORGAN EXCHANGE TRADED F 101.0 $5K +74.0 +274.1% $48.70 -1.6%
1342 NOV NOV INC Energy 313.0 $5K +57.0 +22.3% $15.63 +33.1%
1343 AN AUTONATION INC Consumer Cyclical 23.0 $5K +3.0 +15.0% $206.48 -8.0%
1344 FIRST HAWAIIAN INC 186.0 $5K +161.0 +644.0% $25.30
1345 WMS ADVANCED DRAIN SYS INC DEL Industrials 32.0 $5K +4.0 +14.3% $144.84 -8.2%
1346 MHK MOHAWK INDS INC Consumer Cyclical 42.0 $5K +7.0 +20.0% $109.05 -6.1%
1347 HTRB HARTFORD FDS EXCHANGE TRADED 134.0 $5K +67.0 +100.0% $34.15 -1.6%
1348 DHF BNY MELLON HIGH YIELD STRATE Financial Services 1,837.0 $5K +656.0 +55.5% $2.48 -2.0%
1349 CCC CCC INTELLIGENT SOLUTIONS HL Technology 571.0 $5K +355.0 +164.3% $7.95 -42.6%
1350 ESE ESCO TECHNOLOGIES INC Technology 23.0 $4K +11.0 +91.7% $195.39 +51.3%
1351 BRKR BRUKER CORP Healthcare 94.0 $4K +1.0 +1.1% $47.24 -3.3%
1352 BNS BANK NOVA SCOTIA HALIFAX Financial Services 59.0 $4K +40.0 +210.5% $73.69 +8.3%
1353 PATHWARD FINANCIAL INC 61.0 $4K +18.0 +41.9% $71.00
1354 TTC TORO CO Industrials 53.0 $4K +18.0 +51.4% $79.23 +14.6%
1355 GRAL GRAIL INC Healthcare 49.0 $4K +47.0 +2350.0% $85.59 -21.5%
1356 FUTY FIDELITY COVINGTON TRUST 75.0 $4K +16.0 +27.1% $55.23 +6.2%
1357 AMTM AMENTUM HOLDINGS INC Industrials 142.0 $4K +26.0 +22.4% $29.00 -19.9%
1358 ZLAB ZAI LAB LTD Healthcare 233.0 $4K +226.0 +3228.6% $17.64 +8.3%
1359 AIEQ AMPLIFY ETF TR 91.0 $4K +60.0 +193.6% $45.14 +9.3%
1360 PB PROSPERITY BANCSHARES INC Financial Services 59.0 $4K +26.0 +78.8% $69.10 -0.0%
Page 68 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%