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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 19 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GSST GOLDMAN SACHS ETF TR 6,126.0 $309K 0.00% -32.0 -0.5% $50.47 +0.1%
362 THOMSON REUTERS CORP 2,315.0 $305K 0.00% -75K -97.0% $131.91
363 IWV ISHARES TR 786.0 $304K 0.00% -20.0 -2.5% $386.85 +9.2%
364 BBIO BRIDGEBIO PHARMA INC Healthcare 3,970.0 $304K 0.00% -448.0 -10.1% $76.49 -9.6%
365 PBF PBF ENERGY INC Energy 11,179.0 $303K 0.00% -49K -81.4% $27.12 +48.3%
366 GEN GEN DIGITAL INC Technology 11,102.0 $302K 0.00% -808.0 -6.8% $27.19 -8.7%
367 WTRG ESSENTIAL UTILS INC Utilities 7,313.0 $281K 0.00% -146.0 -2.0% $38.36 -2.4%
368 UMBF UMB FINL CORP Financial Services 2,393.0 $275K 0.00% -341.0 -12.5% $115.04 +14.1%
369 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,449.0 $267K 0.00% -189.0 -11.5% $184.00 +10.6%
370 RDY DR REDDYS LABS LTD Healthcare 18,905.0 $265K 0.00% -932.0 -4.7% $14.04 -3.1%
371 CMC COMMERCIAL METALS CO Basic Materials 3,719.0 $257K 0.00% -445.0 -10.7% $69.22 +3.9%
372 IGRO ISHARES TR 3,003.0 $249K 0.00% -91K -96.8% $82.77 +6.7%
373 PRFZ INVESCO EXCHANGE TRADED FD T 5,399.0 $248K 0.00% -1K -20.7% $45.89 +11.5%
374 FPE FIRST TR EXCH TRADED FD III 13,556.0 $247K 0.00% -531.0 -3.8% $18.22 -1.6%
375 EPI WISDOMTREE TR 5,312.0 $246K 0.00% -626.0 -10.5% $46.29 -8.5%
376 TFII TFI INTL INC Industrials 2,367.0 $245K -15K -86.1% $103.36 +43.2%
377 DWX SPDR INDEX SHS FDS 5,527.0 $243K -266.0 -4.6% $43.94 +6.5%
378 SWX SOUTHWEST GAS HLDGS INC Utilities 3,034.0 $243K -125.0 -4.0% $80.02 +12.4%
379 RBC RBC BEARINGS INC Industrials 538.0 $241K -25.0 -4.4% $448.43 +24.9%
380 CCJ CAMECO CORP Energy 2,626.0 $240K -176.0 -6.3% $91.48 +14.5%
Page 19 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%