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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 13 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EMBJ EMBRAER S.A. Industrials 482,403.0 $31.1M 0.06% +12K +2.6% $64.37 -12.2%
242 ASTRAZENECA PLC 335,387.0 $30.8M 0.06% +25K +8.1% $91.93
243 USFR WISDOMTREE TR 610,890.0 $30.7M 0.06% -68K -10.1% $50.32 +0.3%
244 LMBS FIRST TR EXCHANGE-TRADED FD 610,372.0 $30.5M 0.06% +313K +105.2% $49.99 -0.7%
245 ARTY ISHARES TR 631,409.0 $30.4M 0.06% +590K +1433.2% $48.18 +41.4%
246 GS GOLDMAN SACHS GROUP INC Financial Services 34,523.0 $30.3M 0.06% +292.0 +0.8% $878.99 +12.4%
247 AXP AMERICAN EXPRESS CO Financial Services 81,465.0 $30.1M 0.06% +2K +3.1% $369.95 -16.3%
248 GVI ISHARES TR 280,039.0 $30.1M 0.06% -7K -2.4% $107.35 -1.4%
249 CB CHUBB LIMITED Financial Services 96,071.0 $30.0M 0.06% +4K +4.3% $312.12 +5.8%
250 JGLO J P MORGAN EXCHANGE TRADED F 442,511.0 $29.9M 0.06% -84K -15.9% $67.67 +4.8%
251 NFLX NETFLIX INC Communication Services 317,089.0 $29.7M 0.06% +282K +798.8% $93.76 -4.8%
252 EEMA ISHARES INC 316,205.0 $29.7M 0.06% +20K +6.9% $94.02 +20.1%
253 MCK MCKESSON CORP Healthcare 36,158.0 $29.7M 0.06% +9K +34.0% $820.28 -6.6%
254 EWX SPDR INDEX SHS FDS 449,638.0 $29.5M 0.06% +450K +10000.0% $65.66 +11.1%
255 NANR SPDR INDEX SHS FDS 431,969.0 $29.3M 0.06% -46K -9.6% $67.83 +21.3%
256 VEEV VEEVA SYS INC Healthcare 131,041.0 $29.3M 0.06% +23K +21.0% $223.23 -26.1%
257 IAGG ISHARES TR 584,883.0 $29.3M 0.06% +62K +11.9% $50.01 -0.0%
258 BLK BLACKROCK INC Financial Services 27,200.0 $29.1M 0.06% +3K +10.8% $1070.33 -0.6%
259 MOAT VANECK ETF TRUST 279,505.0 $28.9M 0.06% -3K -1.1% $103.56 -2.3%
260 NBOS NEUBERGER BERMAN ETF TRUST 1,059,078.0 $28.9M 0.06% -173K -14.1% $27.27 +2.6%
Page 13 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%