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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 37 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 RITM RITHM CAPITAL CORP Real Estate 476.0 $5K -198.0 -29.4% $10.90 -14.9%
722 AWR AMER STATES WTR CO Utilities 70.0 $5K -2K -96.1% $72.49 +5.2%
723 PICK ISHARES INC 97.0 $5K -53.0 -35.3% $51.34 +23.7%
724 ARMK ARAMARK Industrials 126.0 $5K -34.0 -21.2% $36.86 +40.1%
725 WKC WORLD KINECT CORPORATION Energy 192.0 $4K -3K -93.2% $23.43 +24.1%
726 URNM SPROTT FDS TR 77.0 $4K -613.0 -88.8% $54.90 +5.8%
727 FRME FIRST MERCHANTS CORP Financial Services 111.0 $4K -2K -95.7% $37.48 +7.3%
728 WTM WHITE MTNS INS GROUP LTD Financial Services 2.0 $4K -2.0 -50.0% $2078.00 +3.2%
729 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 200.0 $4K -202.0 -50.2% $20.74 +4.9%
730 WDFC WD 40 CO Basic Materials 21.0 $4K -4.0 -16.0% $196.90 +5.6%
731 HIMS HIMS & HERS HEALTH INC Healthcare 126.0 $4K -11.0 -8.0% $32.47 -26.1%
732 ASB ASSOCIATED BANC CORP Financial Services 155.0 $4K -94.0 -37.8% $25.76 +8.9%
733 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 58.0 $4K -5.0 -7.9% $68.79 +18.3%
734 DAC DANAOS CORPORATION Industrials 42.0 $4K -426.0 -91.0% $94.19 +40.9%
735 KRG KITE RLTY GROUP TR Real Estate 165.0 $4K -42.0 -20.3% $23.97 +12.1%
736 HQH ABRDN HEALTHCARE INVESTORS Financial Services 204.0 $4K -9.0 -4.2% $18.94 +3.4%
737 QXO QXO INC Industrials 196.0 $4K -9.0 -4.4% $19.29 -10.7%
738 PULS PGIM ETF TR 73.0 $4K -610.0 -89.3% $49.59 +0.2%
739 VSH VISHAY INTERTECHNOLOGY INC Technology 248.0 $4K -45.0 -15.4% $14.49 +177.1%
740 SID COMPANHIA SIDERURGICA NACION Basic Materials 2,223.0 $4K -322.0 -12.7% $1.60 -21.9%
Page 37 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%