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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 130 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 NUVL NUVALENT INC Healthcare 35.0 $4K +8.0 +29.6% $100.60 +6.7%
2582 RELY REMITLY GLOBAL INC Technology 255.0 $4K -2K -88.4% $13.80 +45.8%
2583 JANW AIM ETF PRODUCTS TRUST 95.0 $4K NEW $37.01 +4.2%
2584 ASIX ADVANSIX INC Basic Materials 203.0 $4K -3.0 -1.5% $17.30 +31.0%
2585 AGI ALAMOS GOLD INC NEW Basic Materials 91.0 $4K $38.58 -0.3%
2586 SIXO AIM ETF PRODUCTS TRUST 101.0 $4K NEW $34.73 +2.6%
2587 AVA AVISTA CORP Utilities 91.0 $4K -106.0 -53.8% $38.54 +8.2%
2588 PEY INVESCO EXCHANGE TRADED FD T 172.0 $4K $20.38 +10.3%
2589 NWN NORTHWEST NAT HLDG CO Utilities 75.0 $4K $46.75 +7.6%
2590 BANF BANCFIRST CORP Financial Services 33.0 $3K -2.0 -5.7% $106.03 +4.5%
2591 RTH VANECK ETF TRUST 14.0 $3K $249.50 +5.3%
2592 BMI BADGER METER INC Technology 20.0 $3K +9.0 +81.8% $174.40 -28.0%
2593 BEP BROOKFIELD RENEWABLE PARTNER Utilities 129.0 $3K $26.97 +35.4%
2594 KJAN INNOVATOR ETFS TRUST 84.0 $3K $41.42 +8.2%
2595 ATLANTA BRAVES HLDGS INC 88.0 $3K $39.45
2596 REZ ISHARES TR 42.0 $3K -64.0 -60.4% $82.64 +11.1%
2597 JBT MAREL CORPORATION 23.0 $3K $150.65
2598 FIBK FIRST INTST BANCSYSTEM INC Financial Services 100.0 $3K $34.60 +3.1%
2599 RODM LATTICE STRATEGIES TR 93.0 $3K $36.98 +11.8%
2600 EMBOTELLADORA ANDINA S A 147.0 $3K +18.0 +13.9% $23.30
Page 130 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%