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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 29 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BWZ SPDR SERIES TRUST 1,287.0 $35K -902.0 -41.2% $27.41 -1.2%
562 MTX MINERALS TECHNOLOGIES INC Basic Materials 577.0 $35K -152.0 -20.9% $60.95 +26.0%
563 FLQL FRANKLIN TEMPLETON ETF TR 500.0 $35K -510.0 -50.5% $69.33 +11.3%
564 OKTA OKTA INC Technology 397.0 $34K -130.0 -24.7% $86.48 +6.7%
565 URA GLOBAL X FDS 794.0 $34K -470.0 -37.2% $42.73 +14.6%
566 SKM SK TELECOM CO LTD Communication Services 1,647.0 $34K -827.0 -33.4% $20.53 +83.9%
567 CENX CENTURY ALUM CO Basic Materials 855.0 $33K -143.0 -14.3% $39.18 +66.0%
568 VRRM VERRA MOBILITY CORP Technology 1,455.0 $33K -1K -44.7% $22.41 -39.8%
569 JEMA J P MORGAN EXCHANGE TRADED F 640.0 $31K -14.0 -2.1% $49.00 +24.0%
570 PNOV INNOVATOR ETFS TRUST 744.0 $31K -156.0 -17.3% $41.78 +5.4%
571 IBCP INDEPENDENT BK CORP MICH Financial Services 955.0 $31K -206.0 -17.7% $32.53 +4.2%
572 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 593.0 $31K -463.0 -43.8% $51.63 -36.7%
573 NBTB NBT BANCORP INC Financial Services 717.0 $30K -58.0 -7.5% $41.52 +10.6%
574 FIGS FIGS INC Consumer Cyclical 2,604.0 $30K -3K -50.0% $11.36 +10.4%
575 SHYD VANECK ETF TRUST 1,290.0 $30K -2K -54.3% $22.91 -1.5%
576 VFLO VICTORY PORTFOLIOS II 749.0 $29K -453.0 -37.7% $39.38 +12.2%
577 MILLROSE PPTYS INC 958.0 $29K -5.0 -0.5% $29.87
578 OZK BANK OZK LITTLE ROCK ARK Financial Services 586.0 $27K -2K -79.3% $46.02 +4.6%
579 PFFA ETFIS SER TR I 1,242.0 $27K -44.0 -3.4% $21.55 -1.5%
580 GBCI GLACIER BANCORP INC NEW Financial Services 607.0 $27K -150.0 -19.8% $44.05 +8.2%
Page 29 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%