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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 67 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 4,551.0 $159K NEW $34.99 -4.6%
1322 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,688.0 $158K NEW $93.79 +3.4%
1323 DD DUPONT DE NEMOURS INC Basic Materials 2,017.0 $157K NEW $77.91 -38.8%
1324 CSL CARLISLE COS INC Industrials 474.0 $156K NEW $328.96 +4.2%
1325 FR FIRST INDL RLTY TR INC Real Estate 2,994.0 $154K NEW $51.47 +21.5%
1326 CNO CNO FINL GROUP INC Financial Services 3,886.0 $154K NEW $39.55 +16.9%
1327 ENSG ENSIGN GROUP INC Healthcare 888.0 $153K NEW $172.77 -1.1%
1328 AXSM AXSOME THERAPEUTICS INC Healthcare 1,253.0 $152K NEW $121.45 +91.7%
1329 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 912.0 $151K NEW $166.08 +9.3%
1330 ARCC ARES CAPITAL CORP Financial Services 7,404.0 $151K NEW $20.41 -7.8%
1331 ZG ZILLOW GROUP INC Communication Services 2,014.0 $150K NEW $74.44 -51.1%
1332 IDA IDACORP INC Utilities 1,128.0 $149K NEW $132.15 +6.4%
1333 CNP CENTERPOINT ENERGY INC Utilities 3,827.0 $148K NEW $38.80 +8.8%
1334 DINO HF SINCLAIR CORP Energy 2,836.0 $148K NEW $52.34 +30.4%
1335 CHRD CHORD ENERGY CORPORATION Energy 1,469.0 $146K NEW $99.37 +34.7%
1336 AVDE AMERICAN CENTY ETF TR 1,840.0 $145K NEW $78.90 +15.8%
1337 OZK BANK OZK LITTLE ROCK ARK Financial Services 2,832.0 $144K NEW $50.98 -5.1%
1338 CLOI VANECK ETF TRUST 2,714.0 $144K NEW $53.10 -0.3%
1339 ADUS ADDUS HOMECARE CORP Healthcare 1,220.0 $144K NEW $117.99 -20.7%
1340 IJJ ISHARES TR 1,108.0 $144K NEW $129.72 +9.7%
Page 67 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%