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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 34 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GNRC GENERAC HLDGS INC Industrials 78.0 $11K -15.0 -16.1% $136.37 +98.1%
662 GDXJ VANECK ETF TRUST 90.0 $10K -524.0 -85.3% $113.78 -1.9%
663 COLD AMERICOLD REALTY TRUST INC Real Estate 792.0 $10K -846.0 -51.6% $12.86 +15.2%
664 GRAB GRAB HOLDINGS LIMITED Technology 2,036.0 $10K -32K -94.0% $4.99 -29.7%
665 AGZ ISHARES TR 92.0 $10K -35.0 -27.6% $110.25 -1.2%
666 PSKY PARAMOUNT SKYDANCE CORP Communication Services 748.0 $10K -110.0 -12.8% $13.40 -21.9%
667 RRC RANGE RES CORP Energy 284.0 $10K -191.0 -40.2% $35.26 +16.4%
668 MDU MDU RES GROUP INC Industrials 503.0 $10K -169.0 -25.1% $19.52 +13.5%
669 UEC URANIUM ENERGY CORP Energy 832.0 $10K -73.0 -8.1% $11.68 +11.5%
670 HOMB HOME BANCSHARES INC Financial Services 344.0 $10K -69.0 -16.7% $27.78 -4.2%
671 FCPI FIDELITY COVINGTON TRUST 192.0 $10K -24.0 -11.1% $49.48 +9.1%
672 RDN RADIAN GROUP INC Financial Services 252.0 $9K -121.0 -32.4% $35.99 +1.0%
673 PJT PJT PARTNERS INC Financial Services 54.0 $9K -3.0 -5.3% $167.20 -6.4%
674 UBSI UNITED BANKSHARES INC WEST V Financial Services 235.0 $9K -14.0 -5.6% $38.40 +12.7%
675 BAR GRANITESHARES GOLD TR Financial Services 209.0 $9K -8.0 -3.7% $42.49 +4.5%
676 JOBY JOBY AVIATION INC Industrials 672.0 $9K -23.0 -3.3% $13.20 -17.3%
677 KAT ADVISORS SER TR 161.0 $9K -85.0 -34.5% $55.00 +0.3%
678 RWJ INVESCO EXCH TRADED FD TR II 176.0 $9K -1.0 -0.6% $48.72 +13.3%
679 AUDC AUDIOCODES LTD Technology 965.0 $8K -607.0 -38.6% $8.73 +4.5%
680 KNSL KINSALE CAP GROUP INC Financial Services 21.0 $8K -10.0 -32.3% $391.29 -20.7%
Page 34 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%