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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 38 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RELY REMITLY GLOBAL INC Technology 255.0 $4K -2K -88.4% $13.80 +56.4%
742 ASIX ADVANSIX INC Basic Materials 203.0 $4K -3.0 -1.5% $17.30 +26.2%
743 AVA AVISTA CORP Utilities 91.0 $4K -106.0 -53.8% $38.54 +6.2%
744 BANF BANCFIRST CORP Financial Services 33.0 $3K -2.0 -5.7% $106.03 +5.0%
745 REZ ISHARES TR 42.0 $3K -64.0 -60.4% $82.64 +10.9%
746 VIKING HOLDINGS LTD 47.0 $3K -112.0 -70.4% $71.40
747 DUOL DUOLINGO INC Technology 19.0 $3K -341.0 -94.7% $175.53 -39.8%
748 SAIC SCIENCE APPLICATIONS INTL CO Technology 33.0 $3K -112.0 -77.2% $100.76 -4.2%
749 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 168.0 $3K -432.0 -72.0% $19.31 +0.1%
750 OTTR OTTER TAIL CORP Utilities 40.0 $3K -22.0 -35.5% $80.67 +7.4%
751 BCI ABRDN ETFS 164.0 $3K -875.0 -84.2% $19.53 +28.4%
752 SPIP SPDR SERIES TRUST 118.0 $3K -12.0 -9.2% $25.95 -0.2%
753 TRIN TRINITY CAP INC Financial Services 209.0 $3K -8.0 -3.7% $14.65 +15.1%
754 SNAP SNAP INC Communication Services 379.0 $3K -245.0 -39.3% $8.07 -30.3%
755 VCLT VANGUARD SCOTTSDALE FDS 39.0 $3K -33K -99.9% $75.85 -2.2%
756 OUSA ALPS ETF TR 51.0 $3K -5.0 -8.9% $57.71 +1.5%
757 XMLV INVESCO EXCH TRADED FD TR II 47.0 $3K -5.0 -9.6% $62.36 +4.8%
758 BSBR BANCO SANTANDER BRASIL S A Financial Services 479.0 $3K -12.0 -2.4% $6.11 -9.0%
759 UMH UMH PPTYS INC Real Estate 182.0 $3K -97.0 -34.8% $15.91 -3.3%
760 WLK WESTLAKE CORPORATION Basic Materials 39.0 $3K -55.0 -58.5% $73.95 +19.7%
Page 38 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%