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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 11 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SOLENO THERAPEUTICS INC 19.0 $880.0 NEW $46.32
202 ALGT ALLEGIANT TRAVEL CO Industrials 10.0 $853.0 NEW $85.30 +16.7%
203 EPS WISDOMTREE TR 12.0 $850.0 NEW $70.83 +10.8%
204 BANC BANC OF CALIFORNIA INC Financial Services 44.0 $849.0 NEW $19.30 +4.1%
205 CHCO CITY HLDG CO Financial Services 7.0 $834.0 NEW $119.14 +7.2%
206 GIGB GOLDMAN SACHS ETF TR 18.0 $833.0 NEW $46.28 -0.7%
207 OII OCEANEERING INTL INC Energy 34.0 $817.0 NEW $24.03 +53.9%
208 VSAT VIASAT INC Technology 23.0 $793.0 NEW $34.48 +84.5%
209 BTCI NEOS ETF TRUST 18.0 $792.0 NEW $44.00 -32.1%
210 ONEV SPDR SERIES TRUST 6.0 $779.0 NEW $129.83 +11.0%
211 CIG CIA ENERGETICA DE MINAS GERA Utilities 386.0 $772.0 NEW $2.00 +5.0%
212 MKZR MACKENZIE RLTY CAP INC Real Estate 189.0 $769.0 NEW $4.07 -47.0%
213 BBUC BROOKFIELD BUSINESS CORP Financial Services 21.0 $753.0 NEW $35.86 -8.3%
214 USAC USA COMPRESSION PARTNERS LP Energy 31.0 $713.0 NEW $23.00 +12.1%
215 CUSHMAN AND WAKEFIELD LTD 43.0 $696.0 NEW $16.19
216 LEG LEGGETT & PLATT INC Consumer Cyclical 63.0 $693.0 NEW $11.00 +1.4%
217 BLFS BIOLIFE SOLUTIONS INC Healthcare 28.0 $677.0 NEW $24.18 +9.9%
218 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 18.0 $674.0 NEW $37.44 +72.4%
219 QALT SEI EXCHANGE TRADED FUNDS 27.0 $673.0 NEW $24.93 +5.9%
220 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 35.0 $656.0 NEW $18.74 -33.7%
Page 11 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%