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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 129 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 PBT PERMIAN BASIN RTY TR Energy 142.0 $3K NEW $18.25 +63.1%
2562 SMG SCOTTS MIRACLE-GRO CO Basic Materials 45.0 $3K NEW $57.31 +3.9%
2563 PSK SPDR SER TR 78.0 $3K NEW $33.06 -6.2%
2564 TRIPLE FLAG PRECIOUS METAL 88.0 $3K NEW $29.26
2565 LRGG MACQUARIE ETF TRUST 85.0 $3K NEW $30.05 -6.6%
2566 KOMP SPDR SER TR 41.0 $3K NEW $62.27 +15.3%
2567 EEFT EURONET WORLDWIDE INC Technology 29.0 $3K NEW $87.79 -24.3%
2568 SUNRISE COMMUNICATIONS AG 43.0 $3K NEW $59.09
2569 ESE ESCO TECHNOLOGIES INC Technology 12.0 $3K NEW $211.08 +42.4%
2570 BGC BGC GROUP INC Financial Services 267.0 $3K NEW $9.46 +17.6%
2571 PGNY PROGYNY INC Healthcare 117.0 $3K NEW $21.52 +16.8%
2572 ZTO ZTO EXPRESS CAYMAN INC Industrials 131.0 $3K NEW $19.20 +18.3%
2573 NLOP NET LEASE OFFICE PROPERTIES Real Estate 84.0 $2K NEW $29.65 -59.7%
2574 IYJ ISHARES TR 17.0 $2K NEW $145.88 +7.8%
2575 TRN TRINITY INDS INC Industrials 88.0 $2K NEW $28.05 +18.5%
2576 INSTALLED BLDG PRODS INC 10.0 $2K NEW $246.70
2577 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 182.0 $2K NEW $13.52 -6.5%
2578 RLX RLX TECHNOLOGY INC Consumer Defensive 933.0 $2K NEW $2.63 -21.5%
2579 ASTS AST SPACEMOBILE INC Technology 50.0 $2K NEW $49.08 +145.2%
2580 OSPN ONESPAN INC Technology 154.0 $2K NEW $15.89 -16.9%
Page 129 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%