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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 COMPANHIA PARANAENSE DE ENER 63 $617.0 SOLD
82 TSAKOS ENERGY NAVIGATION LTD 27 $600.0 SOLD
83 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 24 $583.0 SOLD
84 CLVT CLARIVATE PLC Technology 150 $575.0 SOLD
85 ATKR ATKORE INC Industrials 9 $565.0 SOLD
86 SPT SPROUT SOCIAL INC Technology 43 $556.0 SOLD
87 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 16 $516.0 SOLD
88 CRSR CORSAIR GAMING INC Technology 57 $508.0 SOLD
89 JBBB JANUS DETROIT STR TR 10 $482.0 SOLD
90 MGRC MCGRATH RENTCORP Industrials 4 $469.0 SOLD
91 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 76 $441.0 SOLD
92 OTLY OATLY GROUP AB Consumer Defensive 27 $437.0 SOLD
93 CION CION INVT CORP Financial Services 42 $398.0 SOLD
94 SANDSTORM GOLD LTD 30 $376.0 SOLD
95 CUSHMAN WAKEFIELD PLC 23 $366.0 SOLD
96 SOUNDHOUND AI INC 50 $359.0 SOLD
97 AI C3 AI INC Technology 20 $347.0 SOLD
98 CDNA CAREDX INC Healthcare 22 $320.0 SOLD
99 JBGS JBG SMITH PPTYS Real Estate 14 $312.0 SOLD
100 VIRTUS DIVIDEND INTEREST & P 23 $299.0 SOLD
Page 5 of 7  ·  132 positions
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%