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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 5 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FRDM EA SERIES TRUST 217.0 $11K NEW $51.27 +42.1%
82 VOTE TCW ETF TRUST 132.0 $11K NEW $80.22 +10.2%
83 HEEM ISHARES INC 303.0 $11K NEW $34.76 +27.5%
84 HYGV FLEXSHARES TR 258.0 $11K NEW $40.74 -1.1%
85 TIDAL TRUST I 625.0 $10K NEW $16.25
86 JPLD J P MORGAN EXCHANGE TRADED F 182.0 $10K NEW $52.34 -0.4%
87 DFEN DIREXION SHS ETF TR 147.0 $9K NEW $63.88 +21.8%
88 PFL PIMCO INCOME STRATEGY FD Financial Services 1,100.0 $9K NEW $8.43 -8.9%
89 HIGHLAND OPPS & INCOME FD 1,500.0 $9K NEW $5.98
90 KAI KADANT INC Industrials 31.0 $9K NEW $285.03 +3.7%
91 INCO COLUMBIA ETF TR II 133.0 $9K NEW $64.81 -8.5%
92 HUDSON PAC PPTYS INC 789.0 $9K NEW $10.83
93 VGM INVESCO TR INVT GRADE MUNS Financial Services 809.0 $8K NEW $10.37 -1.2%
94 UNITED SEC BANCSHARES CALIF 827.0 $8K NEW $10.07
95 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 700.0 $8K NEW $11.74 +3.3%
96 CGW INVESCO EXCH TRADED FD TR II 130.0 $8K NEW $63.01 +1.1%
97 PML PIMCO MUN INCOME FD II Financial Services 1,038.0 $8K NEW $7.54 -0.4%
98 DMA DESTRA MULTI-ALTERNATIVE FD Financial Services 852.0 $8K NEW $8.97 -13.1%
99 CMRE COSTAMARE INC Industrials 481.0 $8K NEW $15.79 -0.9%
100 MAGIC SOFTWARE ENTERPRISES L 284.0 $7K NEW $25.75
Page 5 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%