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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 128 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 ASB ASSOCIATED BANC CORP Financial Services 155.0 $4K -94.0 -37.8% $25.76 +9.0%
2542 GRNB VANECK ETF TRUST 164.0 $4K NEW $24.34 -1.1%
2543 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 58.0 $4K -5.0 -7.9% $68.79 +22.0%
2544 ARI APOLLO COML REAL EST FIN INC Real Estate 411.0 $4K $9.68 +12.9%
2545 MMSI MERIT MED SYS INC Healthcare 45.0 $4K +19.0 +73.1% $88.13 -29.1%
2546 DAC DANAOS CORPORATION Industrials 42.0 $4K -426.0 -91.0% $94.19 +35.4%
2547 KRG KITE RLTY GROUP TR Real Estate 165.0 $4K -42.0 -20.3% $23.97 +14.9%
2548 WTMF WISDOMTREE TR 103.0 $4K $38.02 +8.1%
2549 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 173.0 $4K $22.61 +31.2%
2550 TENB TENABLE HLDGS INC Technology 166.0 $4K +125.0 +304.9% $23.53 +3.9%
2551 BCHP PRINCIPAL EXCHANGE TRADED FD 104.0 $4K NEW $37.48 +0.9%
2552 IESC IES HLDGS INC Industrials 10.0 $4K $389.00 +78.5%
2553 WEX WEX INC Technology 26.0 $4K +14.0 +116.7% $148.96 -0.6%
2554 FFSM FIDELITY COVINGTON TRUST 126.0 $4K NEW $30.69 +17.6%
2555 HQH ABRDN HEALTHCARE INVESTORS Financial Services 204.0 $4K -9.0 -4.2% $18.94 +2.7%
2556 BTU PEABODY ENERGY CORP Energy 130.0 $4K $29.70 -11.3%
2557 ISHARES TR 88.0 $4K +66.0 +300.0% $43.76
2558 EFAX SPDR INDEX SHS FDS 76.0 $4K NEW $50.46 +7.5%
2559 PI IMPINJ INC Technology 22.0 $4K +5.0 +29.4% $174.00 -9.3%
2560 CLEARWAY ENERGY INC 121.0 $4K $31.42
Page 128 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%