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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 39 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IIPR INNOVATIVE INDL PPTYS INC Real Estate 61.0 $3K -12.0 -16.4% $47.26 +19.3%
762 FSV FIRSTSERVICE CORP NEW Real Estate 18.0 $3K -24.0 -57.1% $155.56 -14.4%
763 FUL FULLER H B CO Basic Materials 47.0 $3K -12.0 -20.3% $59.47 -5.2%
764 AX AXOS FINANCIAL INC Financial Services 32.0 $3K -18.0 -36.0% $86.16 -0.3%
765 LBRDA LIBERTY BROADBAND CORP Communication Services 57.0 $3K -87.0 -60.4% $48.28 -27.9%
766 SR SPIRE INC Utilities 33.0 $3K -25.0 -43.1% $82.70 +4.9%
767 XMTR XOMETRY INC Industrials 45.0 $3K -127.0 -73.8% $59.47 +54.4%
768 HAUZ DBX ETF TR 114.0 $3K -35.0 -23.5% $23.21 +0.6%
769 RALLIANT CORP 51.0 $3K -26.0 -33.8% $50.90
770 PGNY PROGYNY INC Healthcare 100.0 $3K -17.0 -14.5% $25.68 -0.2%
771 CRSP CRISPR THERAPEUTICS AG Healthcare 48.0 $3K -1.0 -2.0% $52.44 -4.8%
772 BLUE OWL CAPITAL CORPORATION 200.0 $2K -3K -93.3% $12.43
773 CENTRAIS ELET BRAS SA 271.0 $2K -13.0 -4.6% $9.16
774 TEM TEMPUS AI INC Healthcare 42.0 $2K -34.0 -44.7% $59.05 -22.3%
775 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 74.0 $2K -2K -96.3% $33.36 +3.7%
776 EASG DBX ETF TR 70.0 $2K -18.0 -20.4% $35.19 +6.5%
777 UGP ULTRAPAR PARTICIPACOES SA Energy 639.0 $2K -299.0 -31.9% $3.77 +53.6%
778 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 61.0 $2K -923.0 -93.8% $39.39 -9.1%
779 POWI POWER INTEGRATIONS INC Technology 62.0 $2K -16K -99.6% $35.53 +94.6%
780 WB WEIBO CORP Communication Services 212.0 $2K -169.0 -44.4% $10.22 -19.2%
Page 39 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%