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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 33 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 147.0 $14K -3K -95.0% $94.71 +13.2%
642 CORE LABORATORIES INC 834.0 $13K -397.0 -32.2% $16.03
643 OMCL OMNICELL COM Healthcare 295.0 $13K -163.0 -35.6% $45.30 -2.0%
644 DOX AMDOCS LTD Technology 162.0 $13K -45.0 -21.7% $80.35 -22.0%
645 SIL GLOBAL X FDS 152.0 $13K -681.0 -81.8% $83.52 +5.5%
646 PII POLARIS INC Consumer Cyclical 199.0 $13K -13.0 -6.1% $63.25 +7.2%
647 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 232.0 $13K -5.0 -2.1% $54.17 -3.2%
648 NEXXEN INTL LTD 1,919.0 $13K -2K -48.4% $6.54
649 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 642.0 $12K -379.0 -37.1% $19.20 +5.9%
650 FMDE FIDELITY COVINGTON TRUST 335.0 $12K -265.0 -44.2% $36.38 +7.7%
651 NTNX NUTANIX INC Technology 234.0 $12K -45.0 -16.1% $51.69 -8.8%
652 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 173.0 $12K -11.0 -6.0% $68.36 -13.9%
653 XOP SPDR SERIES TRUST 92.0 $12K -23.0 -20.0% $126.26 +36.2%
654 DFAR DIMENSIONAL ETF TRUST 503.0 $12K -324.0 -39.2% $22.90 +14.1%
655 FR FIRST INDL RLTY TR INC Real Estate 197.0 $11K -3K -93.4% $57.27 +10.5%
656 IJS ISHARES TR 98.0 $11K -1K -91.9% $113.72 +13.8%
657 BBAX J P MORGAN EXCHANGE TRADED F 192.0 $11K -4.0 -2.0% $56.30 +9.1%
658 IGHG PROSHARES TR 137.0 $11K -36K -99.6% $78.42 +0.4%
659 SNPE DBX ETF TR 171.0 $11K -60.0 -26.0% $62.45 +8.8%
660 EQNR EQUINOR ASA Energy 450.0 $11K -164.0 -26.7% $23.64 +64.2%
Page 33 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%