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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 12 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 APD AIR PRODS & CHEMS INC Basic Materials 135,947.0 $33.6M 0.07% +6K +4.9% $247.02 +17.5%
222 TFLO ISHARES TR 659,009.0 $33.3M 0.07% -46K -6.5% $50.46 +0.3%
223 CGDV CAPITAL GROUP DIVIDEND VALUE 761,901.0 $33.2M 0.07% +57K +8.0% $43.64 +9.7%
224 ENB ENBRIDGE INC Energy 693,992.0 $33.2M 0.07% +36K +5.4% $47.83 +20.8%
225 BBIN J P MORGAN EXCHANGE TRADED F 457,852.0 $33.1M 0.07% +41K +9.8% $72.32 +8.3%
226 CGMU CAPITAL GRP FIXED INCM ETF T 1,207,850.0 $33.1M 0.07% +126K +11.6% $27.38 -0.7%
227 SBUX STARBUCKS CORP Consumer Cyclical 391,908.0 $33.0M 0.07% +52K +15.2% $84.21 +26.5%
228 LIN LINDE PLC Basic Materials 76,441.0 $32.6M 0.07% +13K +20.2% $426.39 +20.7%
229 HYLB DBX ETF TR 884,694.0 $32.6M 0.07% -280K -24.0% $36.83 -0.9%
230 AMLP ALPS ETF TR 687,435.0 $32.3M 0.07% -30K -4.1% $47.02 +15.2%
231 ISRG INTUITIVE SURGICAL INC Healthcare 56,986.0 $32.3M 0.07% +1K +2.6% $566.36 -22.3%
232 VPL VANGUARD INTL EQUITY INDEX F 356,213.0 $32.2M 0.07% +21K +6.2% $90.40 +24.4%
233 JFLX J P MORGAN EXCHANGE TRADED F 639,591.0 $32.1M 0.07% -48K -7.0% $50.22 -0.5%
234 A AGILENT TECHNOLOGIES INC Healthcare 234,275.0 $31.9M 0.07% +13K +5.9% $136.07 -15.6%
235 JMUB J P MORGAN EXCHANGE TRADED F 629,062.0 $31.8M 0.07% +502K +394.2% $50.50 -1.1%
236 BTI BRITISH AMERN TOB PLC Consumer Defensive 557,887.0 $31.6M 0.06% +23K +4.3% $56.62 +16.1%
237 DVY ISHARES TR 223,106.0 $31.5M 0.06% +3K +1.2% $141.14 +9.2%
238 TFI SPDR SERIES TRUST 683,905.0 $31.3M 0.06% $45.71 -1.1%
239 BK BANK NEW YORK MELLON CORP Financial Services 269,263.0 $31.3M 0.06% +85K +46.2% $116.09 +19.7%
240 TYL TYLER TECHNOLOGIES INC Technology 68,802.0 $31.2M 0.06% +5K +7.8% $453.95 -30.1%
Page 12 of 169  ·  3,370 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%