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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 15 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 APLS APELLIS PHARMACEUTICALS INC Healthcare 10.0 $251.0 NEW $25.10 +63.5%
282 BLACKROCK MUN INCOME TR 25.0 $251.0 NEW $10.04
283 QS QUANTUMSCAPE CORP Consumer Cyclical 23.0 $240.0 NEW $10.43 -33.7%
284 RNP COHEN & STEERS REIT & PFD & Financial Services 12.0 $238.0 NEW $19.83 +3.4%
285 INMB INMUNE BIO INC Healthcare 150.0 $234.0 NEW $1.56 -17.9%
286 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 6.0 $224.0 NEW $37.33 -14.6%
287 TWN TAIWAN FD INC Financial Services 4.0 $214.0 NEW $53.50 +82.0%
288 AAT AMERICAN ASSETS TR INC Real Estate 11.0 $208.0 NEW $18.91 +29.0%
289 SLDP SOLID POWER INC Industrials 49.0 $208.0 NEW $4.24 -35.5%
290 KNG FIRST TR EXCHANGE-TRADED FD 4.0 $197.0 NEW $49.25 +2.1%
291 SSTK SHUTTERSTOCK INC Communication Services 10.0 $191.0 NEW $19.10 -29.1%
292 RUM RUMBLE INC Technology 30.0 $190.0 NEW $6.33 +16.7%
293 HSTM HEALTHSTREAM INC Healthcare 8.0 $185.0 NEW $23.12 +11.5%
294 SMP STANDARD MTR PRODS INC Consumer Cyclical 5.0 $184.0 NEW $36.80 +6.8%
295 QNST QUINSTREET INC Communication Services 12.0 $172.0 NEW $14.33 -9.7%
296 EXPI EXP WORLD HLDGS INC Real Estate 17.0 $154.0 NEW $9.06 -48.9%
297 TMP TOMPKINS FINL CORP Financial Services 2.0 $145.0 NEW $72.50 +24.6%
298 PDFS PDF SOLUTIONS INC Technology 5.0 $143.0 NEW $28.60 +115.0%
299 HTLD HEARTLAND EXPRESS INC Industrials 15.0 $135.0 NEW $9.00 +70.7%
300 RGR STURM RUGER & CO INC Industrials 4.0 $131.0 NEW $32.75 +16.4%
Page 15 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%