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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 17 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 THE BALDWIN INSURANCE GRP IN 26,662.0 $641K 0.00% -714.0 -2.6% $24.03
322 FTRE FORTREA HLDGS INC Healthcare 36,019.0 $621K 0.00% -67K -65.0% $17.25 -23.4%
323 LRN STRIDE INC Consumer Defensive 9,360.0 $608K 0.00% -2K -20.5% $64.93 +36.5%
324 EQR EQUITY RESIDENTIAL Real Estate 9,340.0 $589K 0.00% -58.0 -0.6% $63.04 +5.0%
325 ARW ARROW ELECTRS INC Technology 5,100.0 $562K 0.00% -466.0 -8.4% $110.18 +97.2%
326 INFY INFOSYS LTD Technology 31,404.0 $560K 0.00% -16K -34.0% $17.82 -28.9%
327 MGC VANGUARD WORLD FD 2,218.0 $557K 0.00% -17.0 -0.8% $251.17 +9.2%
328 IMCG ISHARES TR 6,823.0 $545K 0.00% -94.0 -1.4% $79.84 +14.4%
329 EXR EXTRA SPACE STORAGE INC Real Estate 4,165.0 $542K 0.00% -365.0 -8.1% $130.22 +10.0%
330 VNO VORNADO RLTY TR Real Estate 16,288.0 $542K 0.00% -534.0 -3.2% $33.28 -3.9%
331 FDNI FIRST TR EXCHANGE TRADED FD 14,811.0 $502K 0.00% -681.0 -4.4% $33.91 -19.7%
332 SPSB SPDR SERIES TRUST 16,560.0 $500K 0.00% -2K -8.7% $30.20 -0.7%
333 SPXC SPX TECHNOLOGIES INC Industrials 2,335.0 $467K 0.00% -85.0 -3.5% $200.06 +3.9%
334 CBT CABOT CORP Basic Materials 6,641.0 $440K 0.00% -482.0 -6.8% $66.28 +25.8%
335 MKTX MARKETAXESS HLDGS INC Financial Services 2,409.0 $437K 0.00% -272.0 -10.2% $181.25 -24.3%
336 AVIDITY BIOSCIENCES INC 5,967.0 $430K 0.00% -45K -88.3% $72.13
337 DFAI DIMENSIONAL ETF TRUST 11,184.0 $426K 0.00% -637.0 -5.4% $38.11 +9.0%
338 OMFL INVESCO EXCH TRD SLF IDX FD 6,966.0 $426K 0.00% -4K -37.7% $61.13 +11.4%
339 SDY SPDR SERIES TRUST 3,058.0 $426K 0.00% -481.0 -13.6% $139.17 +7.8%
340 HEFA ISHARES TR 10,065.0 $416K 0.00% -2K -15.0% $41.36 +9.6%
Page 17 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%