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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 16 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INN SUMMIT HOTEL PPTYS INC Real Estate 27.0 $131.0 NEW $4.85 +35.7%
302 CEVA CEVA INC Technology 6.0 $129.0 NEW $21.50 +114.8%
303 PCT PURECYCLE TECHNOLOGIES INC Industrials 15.0 $129.0 NEW $8.60 +4.1%
304 BHE BENCHMARK ELECTRS INC Technology 3.0 $128.0 NEW $42.67 +111.1%
305 LPG DORIAN LPG LTD Energy 5.0 $122.0 NEW $24.40 +65.1%
306 TRIP TRIPADVISOR INC Consumer Cyclical 8.0 $116.0 NEW $14.50 -12.3%
307 ARKQ ARK ETF TR 1.0 $115.0 NEW $115.00 +16.5%
308 DLX DELUXE CORP Communication Services 5.0 $112.0 NEW $22.40 +6.6%
309 DIG PROSHARES TR 3.0 $108.0 NEW $36.00 +45.6%
310 ARKF ARK ETF TR 2.0 $95.0 NEW $47.50 -13.9%
311 HAFC HANMI FINL CORP Financial Services 3.0 $81.0 NEW $27.00 +15.4%
312 REX REX AMERICAN RES CORP Basic Materials 2.0 $65.0 NEW $32.50 +35.8%
313 PENN PENN ENTERTAINMENT INC Consumer Cyclical 4.0 $59.0 NEW $14.75 +49.1%
314 NSA NATIONAL STORAGE AFFILIATES Real Estate 2.0 $56.0 NEW $28.00 +58.3%
315 EL PASO ENERGY CAP TR I 1.0 $49.0 NEW $49.00
316 FCOR FIDELITY MERRIMACK STR TR 1.0 $48.0 NEW $48.00 -1.4%
317 TSHA TAYSHA GENE THERAPIES INC Healthcare 8.0 $44.0 NEW $5.50 +14.7%
318 LCID LUCID GROUP INC Consumer Cyclical 4.0 $42.0 NEW $10.50 -49.0%
319 ARKG ARK ETF TR 1.0 $29.0 NEW $29.00 +25.3%
320 TLRY TILRAY BRANDS INC Healthcare 3.0 $27.0 NEW $9.00 -45.5%
Page 16 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%