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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 75 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 FMC FMC CORP Basic Materials 48.0 $666.0 +23.0 +92.0% $13.88 -6.2%
1482 ELPC COMPANHIA PARANAENSE DE ENER Utilities 65.0 $618.0 +63.0 +3150.0% $9.51 +25.0%
1483 TAL TAL EDUCATION GROUP Consumer Defensive 56.0 $611.0 +29.0 +107.4% $10.91 -4.0%
1484 VFC V F CORP Consumer Cyclical 32.0 $579.0 +5.0 +18.5% $18.09 -10.4%
1485 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 10.0 $574.0 +6.0 +150.0% $57.40 +10.0%
1486 PRGO PERRIGO CO PLC Healthcare 40.0 $557.0 +5.0 +14.3% $13.93 -19.9%
1487 OCCIDENTAL PETE CORP 28.0 $539.0 +24.0 +600.0% $19.25
1488 CNR CORE NATURAL RESOURCES INC Energy 6.0 $531.0 +1.0 +20.0% $88.50 -5.1%
1489 HCM HUTCHMED CHINA LTD Healthcare 38.0 $507.0 +23.0 +153.3% $13.34 -9.8%
1490 VCEL VERICEL CORP Healthcare 13.0 $468.0 +11.0 +550.0% $36.00 -1.7%
1491 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 19.0 $462.0 +4.0 +26.7% $24.32 -25.6%
1492 GHYB GOLDMAN SACHS ETF TR 10.0 $453.0 +7.0 +233.3% $45.30 -1.3%
1493 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 19.0 $374.0 +16.0 +533.3% $19.68 +30.0%
1494 TELIX PHARMACEUTICAL LTD 45.0 $337.0 +4.0 +9.8% $7.49
1495 MILN GLOBAL X FDS 7.0 $328.0 +4.0 +133.3% $46.86 -8.4%
1496 CVI CVR ENERGY INC Energy 12.0 $305.0 +6.0 +100.0% $25.42 +25.3%
1497 MGA MAGNA INTL INC Consumer Cyclical 5.0 $291.0 +4.0 +400.0% $58.20 +8.4%
1498 EMBC EMBECTA CORP Healthcare 22.0 $259.0 +10.0 +83.3% $11.77 -71.8%
1499 FLAGSTAR BANK NATIONAL ASSOC 20.0 $252.0 +4.0 +25.0% $12.60
1500 CAPITAL CLEAN ENERGY CARRIER 12.0 $250.0 +6.0 +100.0% $20.83
Page 75 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%