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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 9 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SUB ISHARES TR 49,950.0 $5.3M 0.01% -3K -4.9% $106.70 -0.5%
162 SLYG SPDR SERIES TRUST 56,450.0 $5.3M 0.01% -63K -52.8% $94.19 +13.9%
163 ADP AUTOMATIC DATA PROCESSING IN Industrials 20,017.0 $5.1M 0.01% -665.0 -3.2% $257.23 -14.4%
164 QWLD SPDR INDEX SHS FDS 35,290.0 $5.1M 0.01% -368.0 -1.0% $143.25 +6.4%
165 KEP KOREA ELEC PWR CORP Utilities 293,704.0 $4.8M 0.01% -58K -16.5% $16.50 -19.9%
166 AME AMETEK INC Industrials 23,168.0 $4.8M 0.01% -45K -66.2% $205.31 +8.7%
167 IWN ISHARES TR 26,148.0 $4.7M 0.01% -31K -53.9% $181.21 +15.8%
168 CTVA CORTEVA INC Basic Materials 69,797.0 $4.7M 0.01% -3K -3.6% $67.03 +17.9%
169 BCC BOISE CASCADE CO DEL Basic Materials 62,742.0 $4.6M 0.01% -8K -11.6% $73.60 -8.8%
170 MTB M & T BK CORP Financial Services 22,344.0 $4.5M 0.01% -24K -52.1% $201.48 +5.4%
171 FCX FREEPORT-MCMORAN INC Basic Materials 85,170.0 $4.3M 0.01% -41K -32.5% $50.79 +22.7%
172 IWO ISHARES TR 13,383.0 $4.3M 0.01% -13K -48.6% $323.01 +13.9%
173 DDOG DATADOG INC Technology 31,476.0 $4.3M 0.01% -9K -22.5% $135.99 +60.3%
174 FISV FISERV INC Technology 62,767.0 $4.2M 0.01% -50K -44.5% $67.17 -16.9%
175 NUDM NUSHARES ETF TR 115,411.0 $4.2M 0.01% -773.0 -0.7% $36.21 +7.2%
176 FROG JFROG LTD Technology 66,398.0 $4.1M 0.01% -5K -7.4% $62.46 +14.4%
177 CART MAPLEBEAR INC Consumer Cyclical 91,643.0 $4.1M 0.01% -2K -2.0% $44.98 -10.9%
178 VRIG INVESCO ACTIVELY MANAGED EXC 164,140.0 $4.1M 0.01% -17K -9.2% $25.10 -0.3%
179 HBAN HUNTINGTON BANCSHARES INC Financial Services 235,489.0 $4.1M 0.01% -16K -6.4% $17.35 -8.6%
180 FLUTTER ENTMT PLC 18,582.0 $4.0M 0.01% -104.0 -0.6% $215.04
Page 9 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%