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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 18 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IX ORIX CORP Financial Services 14,017.0 $410K 0.00% -4K -20.8% $29.22 +33.0%
342 NWSA NEWS CORP NEW Communication Services 15,032.0 $393K 0.00% -236.0 -1.6% $26.12 -0.9%
343 APTIV PLC 5,119.0 $390K 0.00% -885.0 -14.7% $76.09
344 EEM ISHARES TR 7,098.0 $388K 0.00% -2K -20.5% $54.71 +20.4%
345 AXTA AXALTA COATING SYS LTD Basic Materials 11,988.0 $387K 0.00% -154K -92.8% $32.31 -9.6%
346 NTAP NETAPP INC Technology 3,436.0 $368K 0.00% -188.0 -5.2% $107.08 +30.2%
347 WSO WATSCO INC Industrials 1,086.0 $366K 0.00% -53.0 -4.7% $337.05 +11.3%
348 FDL FIRST TR EXCHANGE-TRADED FD 8,190.0 $363K 0.00% -455.0 -5.3% $44.34 +14.9%
349 JHMM JOHN HANCOCK EXCHANGE TRADED 5,521.0 $362K 0.00% -2K -30.1% $65.48 +10.9%
350 STT STATE STR CORP Financial Services 2,742.0 $354K 0.00% -1K -35.4% $129.01 +19.3%
351 EWL ISHARES INC 5,739.0 $344K 0.00% -208.0 -3.5% $59.96 +4.5%
352 DFGR DIMENSIONAL ETF TRUST 12,896.0 $341K 0.00% -1K -7.7% $26.42 +9.5%
353 UPRO PROSHARES TR 2,943.0 $341K 0.00% -208K -98.6% $115.76 +23.6%
354 OXY OCCIDENTAL PETE CORP Energy 7,973.0 $328K 0.00% -1K -11.7% $41.12 +43.0%
355 QEFA SPDR INDEX SHS FDS 3,610.0 $327K 0.00% -165.0 -4.4% $90.67 +7.7%
356 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,077.0 $324K 0.00% -3K -34.0% $63.72 +46.6%
357 EWU ISHARES TR 7,278.0 $320K 0.00% -373.0 -4.9% $43.98 +7.1%
358 DY DYCOM INDS INC Industrials 932.0 $315K 0.00% -86.0 -8.4% $337.90 +21.7%
359 UCON FIRST TR EXCHNG TRADED FD VI 12,478.0 $314K 0.00% -1K -10.6% $25.17 -1.5%
360 GDDY GODADDY INC Technology 2,496.0 $310K 0.00% -9K -78.0% $124.08 -27.1%
Page 18 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%