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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 12 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SYBT STOCK YDS BANCORP INC Financial Services 10.0 $650.0 NEW $65.00 +13.8%
222 EEA EUROPEAN EQUITY FD INC Financial Services 63.0 $649.0 NEW $10.30 +5.2%
223 VECO VEECO INSTRS INC DEL Technology 22.0 $629.0 NEW $28.59 +173.7%
224 SCHQ SCHWAB STRATEGIC TR 18.0 $571.0 NEW $31.72 -1.4%
225 IPI INTREPID POTASH INC Basic Materials 20.0 $555.0 NEW $27.75 +27.3%
226 FEGE RBB FUND TRUST 12.0 $552.0 NEW $46.00 +8.4%
227 RC READY CAPITAL CORP Real Estate 252.0 $549.0 NEW $2.18 -20.4%
228 SIXJ AIM ETF PRODUCTS TRUST 16.0 $548.0 NEW $34.25 +6.1%
229 FLJJ AIM ETF PRODUCTS TRUST 17.0 $544.0 NEW $32.00 +5.3%
230 EZPW EZCORP INC Financial Services 28.0 $544.0 NEW $19.43 +61.7%
231 DSEP FIRST TR EXCHNG TRADED FD VI 12.0 $539.0 NEW $44.92 +5.4%
232 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 30.0 $534.0 NEW $17.80 -13.5%
233 UVE UNIVERSAL INS HLDGS INC Financial Services 15.0 $507.0 NEW $33.80 +11.5%
234 DFEB FIRST TR EXCHNG TRADED FD VI 10.0 $477.0 NEW $47.70 +5.8%
235 PFBC PREFERRED BK LOS ANGELES CA Financial Services 5.0 $472.0 NEW $94.40 +6.1%
236 PARR PAR PAC HOLDINGS INC Energy 13.0 $457.0 NEW $35.15 +47.0%
237 RAVI FLEXSHARES TR 6.0 $452.0 NEW $75.33 -0.0%
238 CLSK CLEANSPARK INC Technology 44.0 $445.0 NEW $10.11 +73.5%
239 PODCASTONE INC 170.0 $420.0 NEW $2.47
240 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 57.0 $418.0 NEW $7.33 +20.5%
Page 12 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%