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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 10 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DLN WISDOMTREE TR 44,074.0 $3.9M 0.01% -797.0 -1.8% $88.08 +8.5%
182 BWXT BWX TECHNOLOGIES INC Industrials 22,458.0 $3.9M 0.01% -1K -4.3% $172.84 +17.2%
183 EME EMCOR GROUP INC Industrials 6,337.0 $3.9M 0.01% -269.0 -4.1% $611.79 +38.8%
184 FTXO FIRST TR EXCHANGE TRADED FD 102,276.0 $3.9M 0.01% -42K -29.3% $37.79 +0.6%
185 CW CURTISS WRIGHT CORP Industrials 6,842.0 $3.8M 0.01% -169.0 -2.4% $551.27 +31.9%
186 EVSD MORGAN STANLEY ETF TRUST 72,578.0 $3.7M 0.01% -23K -24.4% $51.44 -0.9%
187 HYDB ISHARES TR 76,863.0 $3.6M 0.01% -140K -64.5% $47.35 -1.2%
188 WST WEST PHARMACEUTICAL SVSC INC Healthcare 12,993.0 $3.6M 0.01% -2K -13.1% $275.14 +11.0%
189 MCHI ISHARES TR 58,277.0 $3.5M 0.01% -30K -33.6% $60.07 -6.8%
190 CIBR FIRST TR EXCHANGE TRADED FD 48,679.0 $3.5M 0.01% -9K -15.7% $71.45 +15.0%
191 INGERSOLL RAND INC 43,155.0 $3.4M 0.01% -135K -75.7% $79.22
192 HUBB HUBBELL INC Industrials 7,471.0 $3.3M 0.01% -277.0 -3.6% $444.12 +3.8%
193 SF STIFEL FINL CORP Financial Services 26,367.0 $3.3M 0.01% -1K -5.2% $125.22 -41.6%
194 IGF ISHARES TR 53,346.0 $3.3M 0.01% -1.3M -96.0% $61.36 +10.0%
195 COKE COCA COLA CONS INC Consumer Defensive 21,244.0 $3.3M 0.01% -2K -7.2% $153.30 +15.0%
196 KBH KB HOME Consumer Cyclical 54,348.0 $3.1M 0.01% -4K -7.4% $56.41 -14.9%
197 EA ELECTRONIC ARTS INC Communication Services 14,844.0 $3.0M 0.01% -24K -61.9% $204.33 -1.2%
198 EQT EQT CORP Energy 56,360.0 $3.0M 0.01% -3K -5.3% $53.60 +7.7%
199 DFIP DIMENSIONAL ETF TRUST 72,128.0 $3.0M 0.01% -908.0 -1.2% $41.56 +0.2%
200 RWR SPDR SERIES TRUST 30,095.0 $3.0M 0.01% -7K -18.4% $98.23 +13.0%
Page 10 of 45  ·  891 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%