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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 10 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TUA SIMPLIFY EXCHANGE TRADED FUN 58.0 $1K NEW $21.90 -6.0%
182 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 87.0 $1K NEW $14.26 -4.7%
183 FENY FIDELITY COVINGTON TRUST 50.0 $1K NEW $24.78 +23.4%
184 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 54.0 $1K NEW $22.83 -5.1%
185 AVNM AMERICAN CENTY ETF TR 16.0 $1K NEW $73.50 +15.5%
186 FFIC FLUSHING FINL CORP Financial Services 77.0 $1K NEW $15.17 +2.0%
187 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 99.0 $1K NEW $11.63 -0.5%
188 PSIX POWER SOLUTIONS INTL INC Industrials 20.0 $1K NEW $57.15 -29.5%
189 BUSE FIRST BUSEY CORP Financial Services 47.0 $1K NEW $23.79 +18.8%
190 ONDS ONDAS HLDGS INC Technology 108.0 $1K NEW $9.76 -5.2%
191 MEDIWOUND LTD 57.0 $1K NEW $18.46
192 CARY ANGEL OAK FUNDS TRUST 49.0 $1K NEW $20.82 +0.1%
193 BMA BANCO MACRO SA Financial Services 11.0 $992.0 NEW $90.18 +9.1%
194 ROCK GIBRALTAR INDS INC Industrials 20.0 $989.0 NEW $49.45 -13.5%
195 EXTR EXTREME NETWORKS Technology 58.0 $966.0 NEW $16.66 +91.1%
196 FSZ FIRST TR EXCH TRD ALPHDX FD 12.0 $961.0 NEW $80.08 +4.1%
197 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 234.0 $948.0 NEW $4.05 +37.5%
198 ARL AMERICAN RLTY INVS INC Real Estate 58.0 $931.0 NEW $16.05 -6.4%
199 FIVN FIVE9 INC Technology 45.0 $902.0 NEW $20.04 +1.4%
200 TNET TRINET GROUP INC Industrials 15.0 $887.0 NEW $59.13 -19.9%
Page 10 of 17  ·  324 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%