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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 2 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 3,420.0 $216K NEW $63.18
22 FG F&G ANNUITIES & LIFE INC Financial Services 6,193.0 $191K NEW $30.85 -12.0%
23 NFRA FLEXSHARES TR 2,876.0 $174K NEW $60.51 +9.3%
24 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 10,658.0 $169K NEW $15.85 +10.0%
25 FTCA PUTNAM ETF TRUST 22,066.0 $162K NEW $7.32 +0.9%
26 NBXG NEUBERGER NEXT GENERATION Financial Services 10,168.0 $147K NEW $14.44 +13.3%
27 CLSM EXCHANGE LISTED FDS TR 5,739.0 $133K NEW $23.24 +18.8%
28 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,342.0 $114K NEW $48.58 +72.0%
29 MINO PIMCO ETF TR 2,307.0 $105K NEW $45.32 +0.4%
30 MART AIM ETF PRODUCTS TRUST 2,550.0 $99K NEW $38.73 +8.2%
31 NGVT INGEVITY CORP Basic Materials 1,445.0 $86K NEW $59.18 +21.3%
32 ABVX ABIVAX SA Healthcare 626.0 $84K NEW $134.85 -27.7%
33 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 3,397.0 $84K NEW $24.83 -37.0%
34 AIA ISHARES TR 763.0 $74K NEW $97.51 +45.7%
35 FELG FIDELITY COVINGTON TRUST 1,741.0 $73K NEW $41.70 +4.8%
36 QQQE DIREXION SHS ETF TR 620.0 $63K NEW $102.31 +17.8%
37 BOYD GROUP SERVICES INC 370.0 $59K NEW $159.30
38 RDIV INVESCO EXCH TRADED FD TR II 1,048.0 $55K NEW $52.04 +13.4%
39 TY TRI CONTL CORP Financial Services 1,639.0 $54K NEW $32.66 +7.5%
40 GARP ISHARES TR 618.0 $42K NEW $68.10 +18.5%
Page 2 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%