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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 52 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ITA ISHARES TR 3,619.0 $757K 0.00% NEW $209.26 +10.4%
1022 BERKSHIRE HATHAWAY INC DEL 1.0 $754K 0.00% NEW $754200.00
1023 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 37,054.0 $748K 0.00% NEW $20.20 +71.1%
1024 CARS CARS COM INC Consumer Cyclical 60,817.0 $743K 0.00% NEW $12.22 -18.0%
1025 UPWK UPWORK INC Industrials 39,942.0 $742K 0.00% NEW $18.57 -53.6%
1026 VAW VANGUARD WORLD FD 3,619.0 $741K 0.00% NEW $204.86 +13.4%
1027 DSGX DESCARTES SYS GROUP INC Technology 7,664.0 $722K 0.00% NEW $94.23 -25.9%
1028 CONFLUENT INC 36,417.0 $721K 0.00% NEW $19.80
1029 VIOV VANGUARD ADMIRAL FDS INC 7,555.0 $719K 0.00% NEW $95.22 +18.7%
1030 ABEV AMBEV SA Consumer Defensive 318,818.0 $711K 0.00% NEW $2.23 +47.5%
1031 FEMB FIRST TR EXCH TRADED FD III 24,175.0 $709K 0.00% NEW $29.34 -0.4%
1032 PDBC INVESCO ACTVELY MNGD ETC FD 52,805.0 $709K 0.00% NEW $13.43 +30.9%
1033 IOT SAMSARA INC Technology 18,965.0 $706K 0.00% NEW $37.25 -21.1%
1034 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 5,349.0 $705K 0.00% NEW $131.80 +80.6%
1035 TGT TARGET CORP Consumer Defensive 7,838.0 $703K 0.00% NEW $89.70 +43.7%
1036 ENS ENERSYS Industrials 6,217.0 $702K 0.00% NEW $112.96 +108.0%
1037 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 8,424.0 $698K 0.00% NEW $82.91 +25.7%
1038 STZ CONSTELLATION BRANDS INC Consumer Defensive 5,163.0 $695K 0.00% NEW $134.68 +8.3%
1039 TPR TAPESTRY INC Consumer Cyclical 6,133.0 $694K 0.00% NEW $113.22 +23.1%
1040 GLW CORNING INC Technology 8,437.0 $692K 0.00% NEW $82.03 +134.2%
Page 52 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%