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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 68 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ISHARES TR 6,146.0 $144K NEW $23.36
1342 ABM ABM INDS INC Industrials 3,106.0 $143K NEW $46.12 -13.6%
1343 WWD WOODWARD INC Industrials 562.0 $142K NEW $252.71 +41.7%
1344 HDB HDFC BANK LTD Financial Services 4,124.0 $141K NEW $34.16 -30.7%
1345 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1,570.0 $141K NEW $89.59 +29.3%
1346 WBS WEBSTER FINL CORP Financial Services 2,351.0 $140K NEW $59.44 +22.8%
1347 AIR AAR CORP Industrials 1,556.0 $140K NEW $89.67 +28.2%
1348 SOURCE CAPITAL 3,093.0 $139K NEW $45.02
1349 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,482.0 $137K NEW $30.55 +64.9%
1350 WFRD WEATHERFORD INTL PLC Energy 1,979.0 $135K NEW $68.43 +55.1%
1351 CHGX EA SERIES TRUST STANCE SUSTAINAB 4,953.0 $135K NEW $27.30 +19.1%
1352 NMRK NEWMARK GROUP INC Real Estate 7,249.0 $135K NEW $18.65 -23.5%
1353 CWAN CLEARWATER ANALYTICS HLDGS I Technology 7,501.0 $135K NEW $18.02 +35.1%
1354 IPGP IPG PHOTONICS CORP Technology 1,704.0 $135K NEW $79.19 +48.2%
1355 ULTA ULTA BEAUTY INC Consumer Cyclical 246.0 $135K NEW $546.75 -7.2%
1356 AGO ASSURED GUARANTY LTD Financial Services 1,583.0 $134K NEW $84.65 -12.4%
1357 IJS ISHARES TR 1,206.0 $133K NEW $110.59 +19.1%
1358 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,094.0 $133K NEW $121.21 +30.4%
1359 PRGS PROGRESS SOFTWARE CORP Technology 3,012.0 $132K NEW $43.93 -30.5%
1360 AWR AMER STATES WTR CO Utilities 1,792.0 $131K NEW $73.32 +4.2%
Page 68 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%