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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 40 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AKR ACADIA RLTY TR Real Estate 105.0 $2K -823.0 -88.7% $20.54 +6.2%
782 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 1,075.0 $2K -1K -50.0% $2.00 -11.0%
783 CXT CRANE NXT CO Industrials 45.0 $2K -55.0 -55.0% $47.07 -14.9%
784 NLOP NET LEASE OFFICE PROPERTIES Real Estate 82.0 $2K -2.0 -2.4% $25.79 -54.2%
785 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 56.0 $2K -23.0 -29.1% $37.43 -18.5%
786 TRS TRIMAS CORP Consumer Cyclical 57.0 $2K -21.0 -26.9% $35.46 +10.6%
787 FRONTIER COMMUNICATIONS PARE 53.0 $2K -9.0 -14.5% $38.08
788 GRFS GRIFOLS S A Healthcare 214.0 $2K -16.0 -7.0% $9.35 -13.3%
789 UNF UNIFIRST CORP MASS Industrials 10.0 $2K -10.0 -50.0% $192.90 +37.0%
790 BDC BELDEN INC Technology 16.0 $2K -20.0 -55.6% $116.56 -10.1%
791 SIRI SIRIUSXM HOLDINGS INC Communication Services 93.0 $2K -41.0 -30.6% $20.00 +35.2%
792 RRR RED ROCK RESORTS INC Consumer Cyclical 29.0 $2K -2.0 -6.5% $61.97 -15.4%
793 MAREX GROUP PLC 46.0 $2K -2K -97.3% $38.37
794 MSGE SPHERE ENTERTAINMENT CO Communication Services 17.0 $2K -9.0 -34.6% $95.06 -27.0%
795 FORTE BIOSCIENCES INC 58.0 $2K -23.0 -28.4% $27.28
796 PRGS PROGRESS SOFTWARE CORP Technology 36.0 $2K -3K -98.8% $42.97 -32.0%
797 TRIPLE FLAG PRECIOUS METAL 46.0 $2K -42.0 -47.7% $33.22
798 MIDD MIDDLEBY CORP Industrials 10.0 $1K -10.0 -50.0% $148.70 -2.4%
799 ITRI ITRON INC Technology 16.0 $1K -19.0 -54.3% $92.88 -11.9%
800 RLX RLX TECHNOLOGY INC Consumer Defensive 628.0 $1K -305.0 -32.7% $2.33 -9.9%
Page 40 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%