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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 3 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Q QNITY ELECTRONICS INC Technology 500.0 $41K NEW $81.65 +84.5%
42 FBRT FRANKLIN BSP RLTY TR INC Real Estate 4,028.0 $40K NEW $10.03 -16.8%
43 CRBN ISHARES TR 165.0 $38K NEW $230.53 +9.5%
44 QCRH QCR HOLDINGS INC Financial Services 450.0 $37K NEW $83.30 +15.6%
45 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 1,957.0 $36K NEW $18.50 -47.9%
46 OR OR ROYALTIES INC. Basic Materials 1,022.0 $36K NEW $35.39 -4.4%
47 CET CENTRAL SECS CORP Financial Services 699.0 $35K NEW $50.71 +4.9%
48 INCM FRANKLIN TEMPLETON ETF TR 1,257.0 $35K NEW $28.04 +4.7%
49 SMA SMARTSTOP SELF STORAG REIT I Real Estate 1,014.0 $31K NEW $30.94 +4.2%
50 LGN LEGENCE CORP Industrials 720.0 $31K NEW $43.04 +99.8%
51 APRT AIM ETF PRODUCTS TRUST 720.0 $30K NEW $41.63 +9.4%
52 FBK FB FINL CORP Financial Services 532.0 $30K NEW $55.80 -1.4%
53 TAN INVESCO EXCH TRADED FD TR II 600.0 $29K NEW $49.12 +28.3%
54 KNCT INVESCO EXCHANGE TRADED FD T 217.0 $29K NEW $133.97 +53.0%
55 MFEM PIMCO EQUITY SER 1,206.0 $28K NEW $23.12 +25.1%
56 FLGV FRANKLIN TEMPLETON ETF TR 1,329.0 $27K NEW $20.52 -1.5%
57 BGR BLACKROCK ENERGY & RES TR Financial Services 1,999.0 $27K NEW $13.54 +16.7%
58 CTBI COMMUNITY TR BANCORP INC Financial Services 474.0 $27K NEW $56.50 +26.0%
59 CHW CALAMOS GBL DYN INCOME FUND Financial Services 3,250.0 $24K NEW $7.41 +17.4%
60 TIC TIC SOLUTIONS INC Industrials 2,208.0 $22K NEW $10.11 -16.3%
Page 3 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%