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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 9 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TYL TYLER TECHNOLOGIES INC Technology 68,802.0 $31.2M 0.06% +5K +7.8% $453.95 -31.0%
162 EMBJ EMBRAER S.A. Industrials 482,403.0 $31.1M 0.06% +12K +2.6% $64.37 -10.5%
163 ASTRAZENECA PLC 335,387.0 $30.8M 0.06% +25K +8.1% $91.93
164 LMBS FIRST TR EXCHANGE-TRADED FD 610,372.0 $30.5M 0.06% +313K +105.2% $49.99 -0.7%
165 ARTY ISHARES TR 631,409.0 $30.4M 0.06% +590K +1433.2% $48.18 +42.8%
166 GS GOLDMAN SACHS GROUP INC Financial Services 34,523.0 $30.3M 0.06% +292.0 +0.8% $878.99 +13.4%
167 AXP AMERICAN EXPRESS CO Financial Services 81,465.0 $30.1M 0.06% +2K +3.1% $369.95 -15.7%
168 CB CHUBB LIMITED Financial Services 96,071.0 $30.0M 0.06% +4K +4.3% $312.12 +5.1%
169 NFLX NETFLIX INC Communication Services 317,089.0 $29.7M 0.06% +282K +798.8% $93.76 -5.5%
170 EEMA ISHARES INC 316,205.0 $29.7M 0.06% +20K +6.9% $94.02 +20.2%
171 MCK MCKESSON CORP Healthcare 36,158.0 $29.7M 0.06% +9K +34.0% $820.28 -6.6%
172 EWX SPDR INDEX SHS FDS 449,638.0 $29.5M 0.06% +450K +10000.0% $65.66 +13.0%
173 VEEV VEEVA SYS INC Healthcare 131,041.0 $29.3M 0.06% +23K +21.0% $223.23 -28.2%
174 IAGG ISHARES TR 584,883.0 $29.3M 0.06% +62K +11.9% $50.01 +0.1%
175 BLK BLACKROCK INC Financial Services 27,200.0 $29.1M 0.06% +3K +10.8% $1070.33 +0.2%
176 COF CAPITAL ONE FINL CORP Financial Services 118,832.0 $28.8M 0.06% +1K +0.9% $242.36 -22.5%
177 CGHM CAPITAL GRP FIXED INCM ETF T 1,128,678.0 $28.8M 0.06% +54K +5.0% $25.48 -0.2%
178 SPHY SPDR SERIES TRUST 1,206,990.0 $28.6M 0.06% +150K +14.1% $23.67 -1.1%
179 JNJ JOHNSON & JOHNSON Healthcare 136,674.0 $28.3M 0.06% +15K +12.7% $206.95 +13.2%
180 DFAT DIMENSIONAL ETF TRUST 457,432.0 $27.2M 0.06% +7K +1.6% $59.54 +12.4%
Page 9 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%