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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 73 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 OUSTER INC 68.0 $1K +14.0 +25.9% $21.65
1442 NAYAX LTD 29.0 $1K +25.0 +625.0% $50.59
1443 LIBERTY GLOBAL LTD 131.0 $1K +26.0 +24.8% $11.04
1444 GTM ZOOMINFO TECHNOLOGIES INC Technology 140.0 $1K +101.0 +259.0% $10.17 -64.5%
1445 IAG IAMGOLD CORP Basic Materials 85.0 $1K +15.0 +21.4% $16.49 +0.2%
1446 PDM PIEDMONT REALTY TRUST INC Real Estate 167.0 $1K +130.0 +351.4% $8.34 -1.7%
1447 IPAR INTERPARFUMS INC Consumer Defensive 16.0 $1K +12.0 +300.0% $84.81 +9.2%
1448 ARKK ARK ETF TR 17.0 $1K +1.0 +6.2% $76.94 -0.7%
1449 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 102.0 $1K +80.0 +363.6% $12.76 -9.7%
1450 RH RH Consumer Cyclical 7.0 $1K +4.0 +133.3% $185.43 -26.4%
1451 APLE APPLE HOSPITALITY REIT INC Real Estate 105.0 $1K +62.0 +144.2% $11.85 +22.1%
1452 PTON PELOTON INTERACTIVE INC Consumer Cyclical 201.0 $1K +171.0 +570.0% $6.16 -7.3%
1453 AAON AAON INC Industrials 16.0 $1K +2.0 +14.3% $76.25 +76.5%
1454 ENPH ENPHASE ENERGY INC Energy 37.0 $1K +26.0 +236.4% $32.05 +99.8%
1455 INDI INDIE SEMICONDUCTOR INC Technology 323.0 $1K +110.0 +51.6% $3.53 +36.3%
1456 DHC DIVERSIFIED HEALTHCARE TR Real Estate 222.0 $1K +25.0 +12.7% $4.85 +80.4%
1457 STANDARDAERO INC 37.0 $1K +33.0 +825.0% $28.68
1458 MGEE MGE ENERGY INC Utilities 13.0 $1K +9.0 +225.0% $78.38 -3.0%
1459 SIGI SELECTIVE INS GROUP INC Financial Services 12.0 $1K +5.0 +71.4% $83.67 +8.4%
1460 VMO INVESCO MUN OPPORTUNITY TR Financial Services 103.0 $986.0 +99.0 +2475.0% $9.57 -0.3%
Page 73 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%