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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 44 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 GTX GARRETT MOTION INC Consumer Cyclical 23.0 $401.0 -1.0 -4.2% $17.43 +90.5%
862 IDMO INVESCO EXCH TRADED FD TR II 7.0 $389.0 -79.0 -91.9% $55.57 +7.8%
863 SOUN SOUNDHOUND AI INC Technology 39.0 $389.0 -61.0 -61.0% $9.97 -15.3%
864 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 12.0 $383.0 -80.0 -87.0% $31.92 +10.9%
865 SEZL SEZZLE INC Financial Services 6.0 $381.0 -6.0 -50.0% $63.50 +65.2%
866 ESIX SPDR SERIES TRUST 12.0 $378.0 -3.0 -20.0% $31.50 +10.4%
867 ENLIGHT RENEWABLE ENERGY LTD 7.0 $318.0 -15.0 -68.2% $45.43
868 LIONSGATE STUDIOS CORP 34.0 $310.0 -72.0 -67.9% $9.12
869 TFLR T ROWE PRICE ETF INC 6.0 $308.0 -2.0 -25.0% $51.33 -0.7%
870 NTLA INTELLIA THERAPEUTICS INC Healthcare 33.0 $297.0 -13.0 -28.3% $9.00 +37.4%
871 MARA MARA HOLDINGS INC Financial Services 33.0 $296.0 -109.0 -76.8% $8.97 +51.1%
872 MGNI MAGNITE INC Communication Services 18.0 $292.0 -367.0 -95.3% $16.22 -18.7%
873 XRAY DENTSPLY SIRONA INC Healthcare 22.0 $251.0 -200.0 -90.1% $11.41 -13.8%
874 AVTR AVANTOR INC Healthcare 21.0 $241.0 -614.0 -96.7% $11.48 -31.4%
875 SMDV PROSHARES TR 3.0 $198.0 -33.0 -91.7% $66.00 +8.9%
876 OGN ORGANON & CO Healthcare 26.0 $186.0 -118.0 -81.9% $7.15 +87.6%
877 NCNO NCINO INC Technology 5.0 $128.0 -11.0 -68.8% $25.60 -38.2%
878 WD WALKER & DUNLOP INC Financial Services 2.0 $120.0 -19.0 -90.5% $60.00 -17.1%
879 IAC IAC INC Technology 3.0 $117.0 -6.0 -66.7% $39.00 +5.6%
880 DV DOUBLEVERIFY HLDGS INC Technology 10.0 $114.0 -47.0 -82.5% $11.40 -16.5%
Page 44 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%