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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 32 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GGG GRACO INC Industrials 214.0 $18K -251.0 -54.0% $81.97 -7.7%
622 MRNA MODERNA INC Healthcare 593.0 $17K -531.0 -47.2% $29.47 +59.1%
623 CHTR CHARTER COMMUNICATIONS INC N Communication Services 82.0 $17K -96.0 -53.9% $208.76 -30.5%
624 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 1,014.0 $17K -3K -76.4% $16.35 +43.7%
625 CUBE CUBESMART Real Estate 459.0 $17K -236.0 -34.0% $36.05 +11.2%
626 USRT ISHARES TR 290.0 $17K -5.0 -1.7% $56.96 +15.0%
627 MPLX MPLX LP Energy 308.0 $16K -33.0 -9.7% $53.37 +5.8%
628 APA APA CORPORATION Energy 668.0 $16K -152.0 -18.5% $24.46 +58.6%
629 SRPT SAREPTA THERAPEUTICS INC Healthcare 751.0 $16K -57.0 -7.0% $21.52 -21.9%
630 REGL PROSHARES TR 191.0 $16K -299.0 -61.0% $84.09 +5.7%
631 BBMC J P MORGAN EXCHANGE TRADED F 148.0 $16K -4.0 -2.6% $106.62 +13.4%
632 TMFE RBB FD INC 529.0 $15K -175.0 -24.9% $29.18 +2.5%
633 GAP GAP INC Consumer Cyclical 601.0 $15K -182.0 -23.2% $25.60 -8.6%
634 SCSC SCANSOURCE INC Technology 393.0 $15K -90.0 -18.6% $39.06 +12.9%
635 GDV GABELLI DIVID & INCOME TR Financial Services 546.0 $15K -8.0 -1.4% $27.77 +4.7%
636 HRB BLOCK H & R INC Consumer Cyclical 345.0 $15K -460.0 -57.1% $43.59 -10.8%
637 ESTC ELASTIC N V Technology 196.0 $15K -12K -98.5% $75.45 -27.4%
638 XMHQ INVESCO EXCHANGE TRADED FD T 142.0 $15K -8.0 -5.3% $102.47 +5.8%
639 RQI COHEN & STEERS QUALITY INCOM Financial Services 1,227.0 $14K -721.0 -37.0% $11.42 +16.6%
640 IYZ ISHARES TR 412.0 $14K -474.0 -53.5% $33.90 +31.9%
Page 32 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%