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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 41 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EMCS DBX ETF TR 41.0 $1K -15.0 -26.8% $35.63 +24.3%
802 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 35.0 $1K -7.0 -16.7% $41.71 -12.0%
803 BITO PROSHARES TR 116.0 $1K -22.0 -15.9% $12.16 -12.9%
804 WSC WILLSCOT HLDGS CORP Industrials 73.0 $1K -1K -93.4% $18.84 +26.1%
805 SMMD ISHARES TR 18.0 $1K -43.0 -70.5% $74.94 +15.2%
806 XJH ISHARES TR 30.0 $1K -10.0 -25.0% $44.67 +10.1%
807 JPIE J P MORGAN EXCHANGE TRADED F 28.0 $1K -5.0 -15.2% $46.29 -0.8%
808 GAMESTOP CORP NEW 64.0 $1K -70.0 -52.2% $20.08
809 SRAD SPORTRADAR GROUP AG Technology 54.0 $1K -10K -99.5% $23.78 -43.9%
810 PTY PIMCO CORPORATE & INCOME OPP Financial Services 98.0 $1K -1K -93.1% $12.90 -8.4%
811 MLPA GLOBAL X FDS 25.0 $1K -205.0 -89.1% $48.40 +14.8%
812 WHD CACTUS INC Energy 26.0 $1K -15.0 -36.6% $45.69 +36.0%
813 UPST UPSTART HLDGS INC Financial Services 27.0 $1K -13.0 -32.5% $43.74 -34.1%
814 MSM MSC INDL DIRECT INC Industrials 14.0 $1K -90.0 -86.5% $84.07 +26.1%
815 CROX CROCS INC Consumer Cyclical 13.0 $1K -4.0 -23.5% $86.15 +26.4%
816 MOS MOSAIC CO NEW Basic Materials 44.0 $1K -333.0 -88.3% $23.86 -8.1%
817 FIP FTAI INFRASTRUCTURE INC Industrials 224.0 $1K -93.0 -29.3% $4.61 -2.0%
818 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 11.0 $1K -2.0 -15.4% $93.91 +21.5%
819 DCOM DIME CMNTY BANCSHARES INC Financial Services 34.0 $1K -3.0 -8.1% $30.09 +22.6%
820 FDEV FIDELITY COVINGTON TRUST 29.0 $1K -3.0 -9.4% $34.76 +5.5%
Page 41 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%