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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 8 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIDELITY COVINGTON TRUST 105,243.0 $7.8M 0.02% -10K -8.7% $74.28
142 RS RELIANCE INC Basic Materials 26,996.0 $7.8M 0.02% -2K -6.0% $288.87 +25.4%
143 ESGU ISHARES TR 51,793.0 $7.7M 0.02% -4K -7.3% $148.98 +8.7%
144 JIG J P MORGAN EXCHANGE TRADED F 103,673.0 $7.6M 0.02% -716.0 -0.7% $73.34 +12.4%
145 MATX MATSON INC Industrials 60,107.0 $7.4M 0.01% -7K -10.7% $123.55 +47.9%
146 CMS CMS ENERGY CORP Utilities 106,141.0 $7.4M 0.01% -3K -2.5% $69.93 +5.3%
147 ARM ARM HOLDINGS PLC Technology 65,478.0 $7.2M 0.01% -2K -3.3% $109.31 +172.8%
148 BLD TOPBUILD CORP Industrials 16,934.0 $7.1M 0.01% -565.0 -3.2% $417.19 -1.4%
149 FLRT PACER FDS TR 145,601.0 $6.9M 0.01% -46K -24.0% $47.13 -0.9%
150 TMUS T-MOBILE US INC Communication Services 32,536.0 $6.6M 0.01% -734.0 -2.2% $203.04 -6.3%
151 ACN ACCENTURE PLC IRELAND Technology 24,310.0 $6.5M 0.01% -2K -9.3% $268.30 -33.7%
152 SPYG SPDR SERIES TRUST 60,991.0 $6.5M 0.01% -53K -46.4% $106.70 +10.9%
153 HDEF DBX ETF TR 204,917.0 $6.4M 0.01% -2K -1.1% $30.99 +7.5%
154 TIPX SPDR SERIES TRUST 331,994.0 $6.3M 0.01% -4K -1.2% $19.08 +0.3%
155 SNPS SYNOPSYS INC Technology 13,276.0 $6.2M 0.01% -3K -16.7% $469.72 +6.2%
156 IWS ISHARES TR 44,101.0 $6.2M 0.01% -54K -55.2% $141.05 +11.7%
157 PFF ISHARES TR 183,837.0 $5.7M 0.01% -425K -69.8% $30.96 +0.5%
158 HST HOST HOTELS & RESORTS INC Real Estate 306,968.0 $5.4M 0.01% -2K -0.6% $17.73 +26.4%
159 IOO ISHARES TR 42,834.0 $5.4M 0.01% -2K -4.6% $126.67 +11.9%
160 NULV NUSHARES ETF TR 119,205.0 $5.4M 0.01% -2K -1.5% $45.05 +11.7%
Page 8 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%