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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 30 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GTLS CHART INDS INC Industrials 126.0 $26K -473.0 -79.0% $206.23 +0.8%
582 SMMU PIMCO ETF TR 514.0 $26K -226.0 -30.5% $50.43 -0.2%
583 SEM SELECT MED HLDGS CORP Healthcare 1,735.0 $26K -333.0 -16.1% $14.85 +11.2%
584 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 551.0 $26K -4K -87.4% $46.49 +2.3%
585 PAYC PAYCOM SOFTWARE INC Technology 160.0 $26K -45.0 -21.9% $159.39 -13.5%
586 EHC ENCOMPASS HEALTH CORP Healthcare 240.0 $25K -59.0 -19.7% $106.14 -1.1%
587 OFG OFG BANCORP Financial Services 618.0 $25K -16.0 -2.5% $40.98 +9.9%
588 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 1,076.0 $25K -8.0 -0.7% $23.00 +1.7%
589 DGII DIGI INTL INC Technology 567.0 $25K -35.0 -5.8% $43.29 +52.8%
590 ORIC ORIC PHARMACEUTICALS INC Healthcare 3,000.0 $25K -89.0 -2.9% $8.18 +1.7%
591 EIPI FIRST TR EXCHNG TRADED FD VI 1,218.0 $24K -427.0 -26.0% $19.87 +14.3%
592 GCOW PACER FDS TR 577.0 $24K -53.0 -8.4% $41.22 +13.1%
593 GDS GDS HLDGS LTD Technology 674.0 $24K -11.0 -1.6% $34.90 +0.3%
594 AXS AXIS CAP HLDGS LTD Financial Services 219.0 $23K -639.0 -74.5% $107.09 -6.7%
595 FNV FRANCO NEV CORP Basic Materials 113.0 $23K -39.0 -25.7% $207.28 +9.1%
596 KTB KONTOOR BRANDS INC Consumer Cyclical 383.0 $23K -9.0 -2.3% $61.03 +14.5%
597 EXI ISHARES TR 132.0 $23K -31.0 -19.0% $175.34 +10.1%
598 CIVITAS RESOURCES INC 835.0 $23K -291.0 -25.8% $27.09
599 IUS INVESCO EXCH TRD SLF IDX FD 395.0 $23K -15.0 -3.7% $57.16 +13.8%
600 TLN TALEN ENERGY CORP Utilities 60.0 $22K -15.0 -20.0% $374.83 -0.6%
Page 30 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%