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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 45 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 OLN OLIN CORP Basic Materials 5.0 $104.0 -48.0 -90.6% $20.80 +25.1%
882 NWL NEWELL BRANDS INC Consumer Defensive 21.0 $77.0 -56.0 -72.7% $3.67 -2.4%
883 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 5.0 $66.0 -1.0 -16.7% $13.20 -39.8%
884 BBWI BATH & BODY WORKS INC Consumer Cyclical 3.0 $60.0 -15.0 -83.3% $20.00 -13.4%
885 EFR EATON VANCE SR FLTNG RTE TR Financial Services 4.0 $45.0 -14.0 -77.8% $11.25 -6.7%
886 GALAXY DIGITAL INC. 2.0 $45.0 -14.0 -87.5% $22.50
887 EWG ISHARES INC 1.0 $43.0 -64.0 -98.5% $43.00 +0.1%
888 SNDL INC 24.0 $40.0 -111.0 -82.2% $1.67
889 ALIT ALIGHT INC Technology 19.0 $37.0 -24.0 -55.8% $1.95 -58.5%
890 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 4.0 $32.0 -70.0 -94.6% $8.00 -4.5%
891 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical $8.0 -100.0%
Page 45 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%