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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 125 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 CLEARWAY ENERGY INC 121.0 $3K NEW $26.93
2482 GDEN GOLDEN ENTMT INC Consumer Cyclical 138.0 $3K NEW $23.58 +21.1%
2483 JBT MAREL CORPORATION 23.0 $3K NEW $140.43
2484 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 59.0 $3K NEW $54.64 +18.3%
2485 DRD DRDGOLD LIMITED Basic Materials 116.0 $3K NEW $27.60 -1.5%
2486 SON SONOCO PRODS CO Consumer Cyclical 74.0 $3K NEW $43.09 +15.4%
2487 FLS FLOWSERVE CORP Industrials 60.0 $3K NEW $53.13 +38.0%
2488 FIBK FIRST INTST BANCSYSTEM INC Financial Services 100.0 $3K NEW $31.87 +13.4%
2489 PATHWARD FINANCIAL INC 43.0 $3K NEW $74.00
2490 CRSP CRISPR THERAPEUTICS AG Healthcare 49.0 $3K NEW $64.82 -20.4%
2491 AGI ALAMOS GOLD INC NEW Basic Materials 91.0 $3K NEW $34.86 +15.4%
2492 USO UNITED STS OIL FD LP Financial Services 43.0 $3K NEW $73.74 +85.8%
2493 OUSA ALPS ETF TR 56.0 $3K NEW $56.54 +4.1%
2494 GFL GFL ENVIRONMENTAL INC Industrials 67.0 $3K NEW $47.25 -24.8%
2495 IWX ISHARES TR 36.0 $3K NEW $87.89 +18.3%
2496 FQAL FIDELITY COVINGTON TRUST 42.0 $3K NEW $74.71 +8.2%
2497 FLCA FRANKLIN TEMPLETON ETF TR 69.0 $3K NEW $45.41 +15.4%
2498 SIRI SIRIUSXM HOLDINGS INC Communication Services 134.0 $3K NEW $23.31 +27.1%
2499 IOCT INNOVATOR ETFS TRUST 91.0 $3K NEW $34.16 +7.5%
2500 PI IMPINJ INC Technology 17.0 $3K NEW $180.76 -11.7%
Page 125 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%