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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 43 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NATWEST GROUP PLC 127,190.0 $1.8M 0.00% NEW $14.15
842 WING WINGSTOP INC Consumer Cyclical 7,139.0 $1.8M 0.00% NEW $251.68 -44.2%
843 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 122,218.0 $1.8M 0.00% NEW $14.64 +8.4%
844 EFG ISHARES TR 15,710.0 $1.8M 0.00% NEW $113.88 +8.0%
845 IBMO ISHARES TR 69,684.0 $1.8M 0.00% NEW $25.66 -0.1%
846 POST POST HLDGS INC Consumer Defensive 16,625.0 $1.8M 0.00% NEW $107.48 -10.8%
847 FNDE SCHWAB STRATEGIC TR 49,214.0 $1.8M 0.00% NEW $36.16 +14.2%
848 MOD MODINE MFG CO Consumer Cyclical 12,460.0 $1.8M 0.00% NEW $142.16 +108.1%
849 DT DYNATRACE INC Technology 36,381.0 $1.8M 0.00% NEW $48.45 -16.2%
850 LII LENNOX INTL INC Industrials 3,325.0 $1.8M 0.00% NEW $529.36 -5.1%
851 CPRX CATALYST PHARMACEUTICALS INC Healthcare 89,309.0 $1.8M 0.00% NEW $19.70 +59.0%
852 LRN STRIDE INC Consumer Defensive 11,778.0 $1.8M 0.00% NEW $148.94 -39.9%
853 COIN COINBASE GLOBAL INC Financial Services 5,166.0 $1.7M 0.00% NEW $337.52 -46.7%
854 FLRN SPDR SER TR 56,468.0 $1.7M 0.00% NEW $30.86 -0.1%
855 AIT APPLIED INDL TECHNOLOGIES IN Industrials 6,666.0 $1.7M 0.00% NEW $261.05 +19.3%
856 REXR REXFORD INDL RLTY INC Real Estate 41,834.0 $1.7M 0.00% NEW $41.11 -11.0%
857 BLACKROCK ETF TRUST 32,127.0 $1.7M 0.00% NEW $53.29
858 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 101,571.0 $1.7M 0.00% NEW $16.74 +37.0%
859 BCS BARCLAYS PLC Financial Services 81,979.0 $1.7M 0.00% NEW $20.67 +18.7%
860 GRMN GARMIN LTD Technology 6,874.0 $1.7M 0.00% NEW $246.21 -3.1%
Page 43 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%