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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 113 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 MKSI MKS INSTRS INC Technology 56.0 $7K NEW $123.77 +163.1%
2242 MFDX PIMCO EQUITY SER 184.0 $7K NEW $37.17 +13.8%
2243 RHI ROBERT HALF INC. Industrials 201.0 $7K NEW $34.02 -21.0%
2244 HFXI NEW YORK LIFE INVESTMENTS ET 220.0 $7K NEW $31.01 +21.3%
2245 RING ISHARES INC 105.0 $7K NEW $64.71 +15.7%
2246 BBAG J P MORGAN EXCHANGE TRADED F 145.0 $7K NEW $46.67 -1.7%
2247 DCI DONALDSON INC Industrials 82.0 $7K NEW $82.09 +1.5%
2248 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 168.0 $7K NEW $40.00 -26.1%
2249 CXT CRANE NXT CO Industrials 100.0 $7K NEW $67.07 -41.3%
2250 WTM WHITE MTNS INS GROUP LTD Financial Services 4.0 $7K NEW $1671.50 +25.7%
2251 PICK ISHARES INC 150.0 $7K NEW $44.50 +47.1%
2252 SELV SEI EXCHANGE TRADED FUNDS 206.0 $7K NEW $31.94 +3.8%
2253 NUMG NUSHARES ETF TR 134.0 $7K NEW $48.68 -5.9%
2254 HTHT H WORLD GROUP LTD Consumer Cyclical 166.0 $6K NEW $39.11 +13.7%
2255 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 685.0 $6K NEW $9.46 +10.7%
2256 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 237.0 $6K NEW $27.14 +110.9%
2257 TRMK TRUSTMARK CORP Financial Services 162.0 $6K NEW $39.60 +11.3%
2258 BIP BROOKFIELD INFRAST PARTNERS Utilities 195.0 $6K NEW $32.89 +18.0%
2259 ASB ASSOCIATED BANC CORP Financial Services 249.0 $6K NEW $25.71 +8.9%
2260 STEP STEPSTONE GROUP INC Financial Services 98.0 $6K NEW $65.31 -20.3%
Page 113 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%