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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 9 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USVM VICTORY PORTFOLIOS II 20.0 $2K NEW $91.30 +17.6%
162 TBBK BANCORP INC DEL Financial Services 27.0 $2K NEW $67.52 -17.1%
163 TDSB EXCHANGE LISTED FDS TR 76.0 $2K NEW $23.97 +3.4%
164 DDS DILLARDS INC Consumer Cyclical 3.0 $2K NEW $606.33 -9.1%
165 SEPZ ELEVATION SERIES TRUST 43.0 $2K NEW $42.26 +7.9%
166 ACVU HARTFORD FDS EXCHANGE TRADED 66.0 $2K NEW $27.41 +13.5%
167 CVCO CAVCO INDS INC DEL Consumer Cyclical 3.0 $2K NEW $590.67 +2.3%
168 PQDI PRINCIPAL EXCHANGE TRADED FD 88.0 $2K NEW $19.58 -0.7%
169 ANNX ANNEXON INC Healthcare 333.0 $2K NEW $5.02 -10.0%
170 FGM FIRST TR EXCH TRD ALPHDX FD 26.0 $2K NEW $62.35 +4.5%
171 GREAT LAKES DREDGE & DOCK CO 123.0 $2K NEW $13.12
172 BSRR SIERRA BANCORP Financial Services 49.0 $2K NEW $32.67 +21.6%
173 BBLU EA SERIES TRUST 100.0 $2K NEW $15.26 +9.0%
174 GDEC FIRST TR EXCHNG TRADED FD VI 40.0 $2K NEW $37.83 +5.2%
175 KTF DWS MUN INCOME TR NEW Financial Services 165.0 $2K NEW $9.09 +1.2%
176 PKBK PARKE BANCORP INC Financial Services 56.0 $1K NEW $25.04 +27.0%
177 TTMI TTM TECHNOLOGIES INC Technology 20.0 $1K NEW $69.00 +189.2%
178 TSI TCW STRATEGIC INCOME FD INC Financial Services 273.0 $1K NEW $4.94 -9.3%
179 CENTRAIS ELET BRAS SA 156.0 $1K NEW $8.62
180 TYA SIMPLIFY EXCHANGE TRADED FUN 98.0 $1K NEW $13.50 -5.1%
Page 9 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%