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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 23 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ZG ZILLOW GROUP INC Communication Services 1,917.0 $131K -97.0 -4.8% $68.23 -45.4%
442 GQRE FLEXSHARES TR 2,125.0 $125K -511.0 -19.4% $58.86 +9.4%
443 OPCH OPTION CARE HEALTH INC Healthcare 3,839.0 $122K -130.0 -3.3% $31.86 -34.3%
444 CHRD CHORD ENERGY CORPORATION Energy 1,309.0 $121K -160.0 -10.9% $92.70 +55.3%
445 DLTR DOLLAR TREE INC Consumer Defensive 986.0 $121K -199.0 -16.8% $122.95 -22.8%
446 AIR AAR CORP Industrials 1,451.0 $120K -105.0 -6.8% $82.79 +30.9%
447 VKTX VIKING THERAPEUTICS INC Healthcare 3,408.0 $120K -9K -72.5% $35.18 -12.2%
448 CHGX EA SERIES TRUST 4,396.0 $120K -557.0 -11.2% $27.19 +17.6%
449 VITL VITAL FARMS INC Consumer Defensive 3,730.0 $119K -1K -24.0% $31.94 -68.3%
450 MMIT NEW YORK LIFE INVTS ACTIVE E 4,881.0 $119K -55.0 -1.1% $24.33 -0.8%
451 LEA LEAR CORP Consumer Cyclical 1,036.0 $119K -9K -89.2% $114.60 +22.0%
452 DFIV DIMENSIONAL ETF TRUST 2,363.0 $118K -74.0 -3.0% $49.90 +11.3%
453 RGA REINSURANCE GRP OF AMERICA I Financial Services 566.0 $115K -62.0 -9.9% $203.49 +5.2%
454 CNP CENTERPOINT ENERGY INC Utilities 2,998.0 $115K -829.0 -21.7% $38.33 +11.7%
455 PNW PINNACLE WEST CAP CORP Utilities 1,294.0 $115K -47.0 -3.5% $88.70 +16.1%
456 SLF SUN LIFE FINANCIAL INC. Financial Services 1,825.0 $114K -25.0 -1.4% $62.40 +17.1%
457 PKG PACKAGING CORP AMER Consumer Cyclical 533.0 $110K -24.0 -4.3% $206.31 +4.7%
458 CYBERARK SOFTWARE LTD 244.0 $109K -94.0 -27.8% $446.06
459 LUV SOUTHWEST AIRLS CO Industrials 2,631.0 $109K -508.0 -16.2% $41.34 -1.2%
460 FENI FIDELITY COVINGTON TRUST 2,951.0 $108K -97.0 -3.2% $36.58 +9.2%
Page 23 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%