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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 43 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SSL SASOL LTD Basic Materials 101.0 $658.0 -494.0 -83.0% $6.51 +100.0%
842 JOYY JOYY INC Communication Services 10.0 $648.0 -8.0 -44.4% $64.80 -13.5%
843 GRND GRINDR INC Technology 46.0 $623.0 -83.0 -64.3% $13.54 -5.3%
844 CIA ENERGETICA DE MINAS GERA 238.0 $618.0 -142.0 -37.4% $2.60
845 SCHWAB STRATEGIC TR 24.0 $616.0 -58.0 -70.7% $25.67
846 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 17.0 $606.0 -12.0 -41.4% $35.65 -7.4%
847 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 9.0 $555.0 -54.0 -85.7% $61.67 -21.8%
848 RXO RXO INC Industrials 43.0 $544.0 -21.0 -32.8% $12.65 +88.5%
849 ABX ABACUS GLOBAL MGMT INC Financial Services 60.0 $513.0 -64.0 -51.6% $8.55 +4.9%
850 ABM ABM INDS INC Industrials 12.0 $508.0 -3K -99.6% $42.33 -5.2%
851 OSCR OSCAR HEALTH INC Healthcare 35.0 $503.0 -10.0 -22.2% $14.37 +54.1%
852 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 183.0 $500.0 -11K -98.4% $2.73 +35.4%
853 NOG NORTHERN OIL & GAS INC Energy 23.0 $494.0 -51.0 -68.9% $21.48 +10.0%
854 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 44.0 $470.0 -300.0 -87.2% $10.68 -4.1%
855 TPC TUTOR PERINI CORP Industrials 7.0 $469.0 -5.0 -41.7% $67.00 +14.9%
856 RYN RAYONIER INC Real Estate 21.0 $455.0 -25.0 -54.4% $21.67 -6.6%
857 DIOD DIODES INC Technology 9.0 $444.0 -4.0 -30.8% $49.33 +95.2%
858 AUR AURORA INNOVATION INC Technology 109.0 $419.0 -4.0 -3.5% $3.84 +86.5%
859 DAN DANA INC Consumer Cyclical 17.0 $404.0 -126.0 -88.1% $23.76 +42.5%
860 UHAL U HAUL HOLDING COMPANY Industrials 8.0 $403.0 -18.0 -69.2% $50.38 -0.2%
Page 43 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%