BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 31 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 VGSH VANGUARD SCOTTSDALE FDS 378.0 $22K -461.0 -55.0% $58.77 -0.9%
602 GATX GATX CORP Industrials 130.0 $22K -72.0 -35.6% $169.60 +0.0%
603 NHC NATIONAL HEALTHCARE CORP Healthcare 154.0 $21K -62.0 -28.7% $137.09 +43.0%
604 EXP EAGLE MATLS INC Basic Materials 102.0 $21K -272.0 -72.7% $206.85 -3.6%
605 PBA PEMBINA PIPELINE CORP Energy 551.0 $21K -22.0 -3.8% $38.06 +30.3%
606 CE CELANESE CORP DEL Basic Materials 489.0 $21K -765.0 -61.0% $42.29 +23.9%
607 VIRT VIRTU FINL INC Financial Services 619.0 $21K -94.0 -13.2% $33.32 +57.5%
608 BC BRUNSWICK CORP Consumer Cyclical 276.0 $20K -12.0 -4.2% $74.24 +9.1%
609 TEX TEREX CORP NEW Industrials 383.0 $20K -84.0 -18.0% $53.38 +8.2%
610 SSD SIMPSON MFG INC Industrials 125.0 $20K -16.0 -11.3% $161.47 +14.6%
611 ALGN ALIGN TECHNOLOGY INC Healthcare 129.0 $20K -60.0 -31.8% $156.15 +4.8%
612 DNOW DNOW INC Energy 1,519.0 $20K -424.0 -21.8% $13.25 -1.4%
613 OLED UNIVERSAL DISPLAY CORP Technology 171.0 $20K -71.0 -29.3% $116.78 -19.2%
614 SUI SUN CMNTYS INC Real Estate 159.0 $20K -112.0 -41.3% $123.55 +3.4%
615 LGLV SPDR SERIES TRUST 110.0 $19K -90.0 -45.0% $175.57 +2.6%
616 CWS ADVISORSHARES TR 280.0 $19K -45.0 -13.8% $68.73 -2.2%
617 FLTR VANECK ETF TRUST 732.0 $19K -15.0 -2.0% $25.48 +0.4%
618 ALKS ALKERMES PLC Healthcare 649.0 $18K -178.0 -21.5% $27.98 +31.5%
619 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 1,645.0 $18K -297.0 -15.3% $10.83 -7.1%
620 E ENI S P A Energy 463.0 $18K -104.0 -18.3% $37.92 +43.4%
Page 31 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%