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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 13 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VYX NCR VOYIX CORPORATION Technology 41.0 $418.0 NEW $10.20 -27.0%
242 MEAR ISHARES U S ETF TR 8.0 $403.0 NEW $50.38 -0.1%
243 AMR ALPHA METALLURGICAL RESOUR I Energy 2.0 $400.0 NEW $200.00 -6.1%
244 FPH FIVE POINT HOLDINGS LLC Real Estate 70.0 $391.0 NEW $5.59 -9.4%
245 AIM ETF PRODUCTS TRUST 13.0 $386.0 NEW $29.69
246 SPYC SIMPLIFY EXCHANGE TRADED FUN 9.0 $385.0 NEW $42.78 +7.5%
247 JANZ ELEVATION SERIES TRUST 10.0 $381.0 NEW $38.10 +8.0%
248 BANR BANNER CORP Financial Services 6.0 $376.0 NEW $62.67 +5.5%
249 INDS PACER FDS TR 10.0 $367.0 NEW $36.70 +10.5%
250 MANAGED PORTFOLIO SERIES 14.0 $359.0 NEW $25.64
251 OPLN OPENLANE INC Consumer Cyclical 12.0 $357.0 NEW $29.75 +29.5%
252 PRG PROG HOLDINGS INC Industrials 12.0 $354.0 NEW $29.50 +33.1%
253 PRLB PROTO LABS INC Industrials 7.0 $354.0 NEW $50.57 +55.7%
254 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 63.0 $353.0 NEW $5.60 +1.4%
255 MSEX MIDDLESEX WTR CO Utilities 7.0 $353.0 NEW $50.43 +4.1%
256 SPD SIMPLIFY EXCHANGE TRADED FUN 9.0 $353.0 NEW $39.22 +6.7%
257 NOVZ ELEVATION SERIES TRUST 8.0 $351.0 NEW $43.88 +7.9%
258 OCTZ ELEVATION SERIES TRUST 8.0 $340.0 NEW $42.50 +7.7%
259 JULZ ELEVATION SERIES TRUST 8.0 $337.0 NEW $42.12 +8.0%
260 PFS PROVIDENT FINL SVCS INC Financial Services 17.0 $336.0 NEW $19.76 +17.1%
Page 13 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%