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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 14 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KW KENNEDY-WILSON HOLDINGS INC Real Estate 34.0 $329.0 NEW $9.68 +12.9%
262 VICR VICOR CORP Technology 3.0 $329.0 NEW $109.67 +192.2%
263 BKE BUCKLE INC Consumer Cyclical 6.0 $321.0 NEW $53.50 -17.4%
264 HILLENBRAND INC 10.0 $317.0 NEW $31.70
265 MYGN MYRIAD GENETICS INC Healthcare 51.0 $314.0 NEW $6.16 -31.0%
266 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5.0 $313.0 NEW $62.60 +16.6%
267 NWBI NORTHWEST BANCSHARES INC MD Financial Services 26.0 $312.0 NEW $12.00 +21.8%
268 FINV FINVOLUTION GROUP Financial Services 59.0 $309.0 NEW $5.24 -7.8%
269 INVX INNOVEX INTERNATIONAL INC Energy 14.0 $306.0 NEW $21.86 +22.4%
270 XNCR XENCOR INC Healthcare 20.0 $306.0 NEW $15.30 -20.3%
271 VNET VNET GROUP INC Technology 36.0 $305.0 NEW $8.47 +6.6%
272 WRD WERIDE INC Technology 35.0 $304.0 NEW $8.69 -27.5%
273 LXP INDUSTRIAL TRUST 6.0 $297.0 NEW $49.50
274 GTIP GOLDMAN SACHS ETF TR 6.0 $295.0 NEW $49.17 -0.4%
275 WAY WAYSTAR HLDG CORP Technology 9.0 $295.0 NEW $32.78 -43.9%
276 CSB VICTORY PORTFOLIOS II 5.0 $293.0 NEW $58.60 +9.8%
277 REI RING ENERGY INC Energy 320.0 $278.0 NEW $0.87 +28.9%
278 LBRT LIBERTY ENERGY INC Energy 15.0 $277.0 NEW $18.47 +48.1%
279 GTY GETTY RLTY CORP NEW Real Estate 10.0 $274.0 NEW $27.40 +21.5%
280 RAMP LIVERAMP HLDGS INC Technology 9.0 $264.0 NEW $29.33 +28.2%
Page 14 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%