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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 42 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BIZD VANECK ETF TRUST 71.0 $1K -251.0 -78.0% $14.18 -11.7%
822 CWT CALIFORNIA WTR SVC GROUP Utilities 23.0 $997.0 -4.0 -14.8% $43.35 -0.3%
823 FRPT FRESHPET INC Consumer Defensive 16.0 $975.0 -1.0 -5.9% $60.94 -15.8%
824 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 174.0 $952.0 -16.0 -8.4% $5.47 +9.8%
825 ETHA ISHARES ETHEREUM TR Financial Services 42.0 $942.0 -6.0 -12.5% $22.43 -28.0%
826 ODDITY TECH LTD 23.0 $924.0 -794.0 -97.2% $40.17
827 ACHR ARCHER AVIATION INC Industrials 118.0 $887.0 -23.0 -16.3% $7.52 -18.6%
828 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 15.0 $865.0 -442.0 -96.7% $57.67 +28.1%
829 IHAK ISHARES TR 17.0 $818.0 -11.0 -39.3% $48.12 +13.4%
830 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 13.0 $797.0 -13.0 -50.0% $61.31 -39.4%
831 SMG SCOTTS MIRACLE-GRO CO Basic Materials 13.0 $775.0 -32.0 -71.1% $59.62 -2.1%
832 SMMT SUMMIT THERAPEUTICS INC Healthcare 44.0 $770.0 -30K -99.8% $17.50 +2.2%
833 DOMO DOMO INC Technology 88.0 $742.0 -38.0 -30.2% $8.43 -57.5%
834 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 13.0 $731.0 -4.0 -23.5% $56.23 +16.5%
835 GLPG GALAPAGOS NV Healthcare 22.0 $719.0 -20.0 -47.6% $32.68 -15.0%
836 ADT ADT INC DEL Industrials 87.0 $702.0 -496.0 -85.1% $8.07 -13.2%
837 SILA SILA REALTY TRUST INC Real Estate 30.0 $699.0 -424.0 -93.4% $23.30 +29.8%
838 DXC DXC TECHNOLOGY CO Technology 46.0 $674.0 -36.0 -43.9% $14.65 -37.0%
839 IQ IQIYI INC Communication Services 351.0 $674.0 -167.0 -32.2% $1.92 -42.7%
840 MXL MAXLINEAR INC Technology 38.0 $662.0 -8.0 -17.4% $17.42 +472.1%
Page 42 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%