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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 127 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 168.0 $4K $25.05 +18.9%
2522 TTC TORO CO Industrials 53.0 $4K +18.0 +51.4% $79.23 +15.6%
2523 GRAL GRAIL INC Healthcare 49.0 $4K +47.0 +2350.0% $85.59 -16.6%
2524 FRME FIRST MERCHANTS CORP Financial Services 111.0 $4K -2K -95.7% $37.48 +7.3%
2525 WTM WHITE MTNS INS GROUP LTD Financial Services 2.0 $4K -2.0 -50.0% $2078.00 +2.5%
2526 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 328.0 $4K $12.66 -1.4%
2527 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 200.0 $4K -202.0 -50.2% $20.74 +12.7%
2528 FUTY FIDELITY COVINGTON TRUST 75.0 $4K +16.0 +27.1% $55.23 +5.7%
2529 WDFC WD 40 CO Basic Materials 21.0 $4K -4.0 -16.0% $196.90 +3.9%
2530 IXP ISHARES TR 34.0 $4K $121.21 +2.8%
2531 AMTM AMENTUM HOLDINGS INC Industrials 142.0 $4K +26.0 +22.4% $29.00 -20.3%
2532 ZLAB ZAI LAB LTD Healthcare 233.0 $4K +226.0 +3228.6% $17.64 +4.6%
2533 AIEQ AMPLIFY ETF TR 91.0 $4K +60.0 +193.6% $45.14 +9.9%
2534 HIMS HIMS & HERS HEALTH INC Healthcare 126.0 $4K -11.0 -8.0% $32.47 -22.4%
2535 PB PROSPERITY BANCSHARES INC Financial Services 59.0 $4K +26.0 +78.8% $69.10 -0.3%
2536 FORM FORMFACTOR INC Technology 73.0 $4K +12.0 +19.7% $55.78 +138.5%
2537 CGIE CAPITAL GROUP INTERNATIONAL 116.0 $4K +101.0 +673.3% $34.82 +4.6%
2538 UFCS UNITED FIRE GROUP INC Financial Services 111.0 $4K $36.35 +23.9%
2539 PVAL PUTNAM ETF TRUST 88.0 $4K +9.0 +11.4% $45.57 +10.9%
2540 GAB GABELLI EQUITY TR INC Financial Services 648.0 $4K $6.17 -8.6%
Page 127 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%