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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 IMMUNITYBIO INC 48 $118.0 SOLD
122 LAND GLADSTONE LD CORP Real Estate 12 $110.0 SOLD
123 WGS GENEDX HOLDINGS CORP Healthcare 1 $108.0 SOLD
124 HESM HESS MIDSTREAM LP Energy 3 $104.0 SOLD
125 ASGN ASGN INC Technology 2 $95.0 SOLD
126 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 7 $95.0 SOLD
127 TILRAY BRANDS INC 20 $35.0 SOLD
128 ENSYSCE BIOSCIENCES INC 13 $31.0 SOLD
129 ENVX ENOVIX CORPORATION Industrials 3 $30.0 SOLD
130 TOP SHIPS INC 5 $29.0 SOLD
131 ZIMVIE INC 1 $19.0 SOLD
132 TRAW TRAWS PHARMA INC Healthcare 2 $4.0 SOLD
Page 7 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%