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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 42 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 HSBC HSBC HLDGS PLC Financial Services 27,175.0 $1.9M 0.00% NEW $70.98 +32.1%
822 AEM AGNICO EAGLE MINES LTD Basic Materials 11,410.0 $1.9M 0.00% NEW $168.56 +7.1%
823 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 39,724.0 $1.9M 0.00% NEW $47.79 -0.0%
824 CPB THE CAMPBELLS COMPANY Consumer Defensive 59,726.0 $1.9M 0.00% NEW $31.58 -36.3%
825 ARTY ISHARES TR 41,181.0 $1.9M 0.00% NEW $45.78 +56.6%
826 ICSH ISHARES TR 36,977.0 $1.9M 0.00% NEW $50.75 -0.4%
827 MOH MOLINA HEALTHCARE INC Healthcare 9,780.0 $1.9M 0.00% NEW $191.36 -7.9%
828 DGX QUEST DIAGNOSTICS INC Healthcare 9,788.0 $1.9M 0.00% NEW $190.59 +1.2%
829 CL COLGATE PALMOLIVE CO Consumer Defensive 23,208.0 $1.9M 0.00% NEW $79.94 +12.4%
830 PEGA PEGASYSTEMS INC Technology 32,074.0 $1.8M 0.00% NEW $57.50 -40.3%
831 UBS UBS GROUP AG Financial Services 44,952.0 $1.8M 0.00% NEW $41.00 +16.5%
832 VDC VANGUARD WORLD FD 8,608.0 $1.8M 0.00% NEW $213.74 +5.9%
833 APPF APPFOLIO INC Technology 6,629.0 $1.8M 0.00% NEW $275.66 -40.6%
834 VLUE ISHARES TR 14,508.0 $1.8M 0.00% NEW $125.05 +55.6%
835 EMR EMERSON ELEC CO Industrials 13,820.0 $1.8M 0.00% NEW $131.18 +7.5%
836 NUEM NUSHARES ETF TR 50,739.0 $1.8M 0.00% NEW $35.69 +18.4%
837 PBF PBF ENERGY INC Energy 59,970.0 $1.8M 0.00% NEW $30.17 +26.8%
838 TME TENCENT MUSIC ENTMT GROUP Communication Services 77,374.0 $1.8M 0.00% NEW $23.34 -60.6%
839 SLVM SYLVAMO CORP Basic Materials 40,733.0 $1.8M 0.00% NEW $44.22 -14.0%
840 SLYV SPDR SER TR 20,307.0 $1.8M 0.00% NEW $88.65 +18.0%
Page 42 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%