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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 74 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 MIR MIRION TECHNOLOGIES INC Industrials 42.0 $984.0 +1.0 +2.4% $23.43 -21.7%
1462 CDE COEUR MNG INC Basic Materials 55.0 $981.0 +32.0 +139.1% $17.84 -1.2%
1463 NPK NATIONAL PRESTO INDS INC Industrials 9.0 $961.0 +1.0 +12.5% $106.78 +23.3%
1464 KWR QUAKER HOUGHTON Basic Materials 7.0 $961.0 +5.0 +250.0% $137.29 +3.3%
1465 GFF GRIFFON CORP Industrials 13.0 $957.0 +9.0 +225.0% $73.62 +15.3%
1466 NATL NCR ATLEOS CORPORATION Technology 25.0 $953.0 +5.0 +25.0% $38.12 +17.2%
1467 HP HELMERICH & PAYNE INC Energy 33.0 $946.0 +28.0 +560.0% $28.67 +39.1%
1468 PONY AI INC 64.0 $928.0 +27.0 +73.0% $14.50
1469 GFS GLOBALFOUNDRIES INC Technology 26.0 $910.0 +13.0 +100.0% $35.00 +144.7%
1470 FRSH FRESHWORKS INC Technology 73.0 $894.0 +53.0 +265.0% $12.25 -25.9%
1471 SEDG SOLAREDGE TECHNOLOGIES INC Energy 31.0 $894.0 +10.0 +47.6% $28.84 +114.8%
1472 CCS CENTURY CMNTYS INC Consumer Cyclical 14.0 $831.0 +11.0 +366.7% $59.36 -12.5%
1473 BBAI BIGBEAR AI HLDGS INC Technology 150.0 $810.0 +147.0 +4900.0% $5.40 -22.6%
1474 KSS KOHLS CORP Consumer Cyclical 39.0 $796.0 +23.0 +143.8% $20.41 -36.0%
1475 FPI FARMLAND PARTNERS INC Real Estate 78.0 $756.0 +19.0 +32.2% $9.69 +7.6%
1476 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 14.0 $755.0 +10.0 +250.0% $53.93 -27.9%
1477 CXW CORECIVIC INC Real Estate 38.0 $726.0 +10.0 +35.7% $19.11 +12.5%
1478 PRA PROASSURANCE CORP Financial Services 30.0 $725.0 +10.0 +50.0% $24.17 +1.9%
1479 MBC MASTERBRAND INC Consumer Cyclical 65.0 $718.0 +43.0 +195.4% $11.05 -30.3%
1480 HOPE HOPE BANCORP INC Financial Services 65.0 $712.0 +34.0 +109.7% $10.95 +13.0%
Page 74 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%