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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 132 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 ACLX ARCELLX INC Healthcare 50.0 $3K +37.0 +284.6% $65.20 +76.5%
2622 CRVL CORVEL CORP Financial Services 48.0 $3K +30.0 +166.7% $67.67 -12.2%
2623 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 168.0 $3K -432.0 -72.0% $19.31 +1.2%
2624 LWLG LIGHTWAVE LOGIC INC Basic Materials 1,000.0 $3K $3.24 +258.0%
2625 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 39.0 $3K +7.0 +21.9% $82.87 +0.3%
2626 OTTR OTTER TAIL CORP Utilities 40.0 $3K -22.0 -35.5% $80.67 +9.1%
2627 FTCE FIRST TR EXCHANGE TRADED FD 129.0 $3K NEW $24.91 +10.3%
2628 CAR AVIS BUDGET GROUP Industrials 25.0 $3K $128.32 +28.7%
2629 BCI ABRDN ETFS 164.0 $3K -875.0 -84.2% $19.53 +24.6%
2630 CRK COMSTOCK RES INC Energy 138.0 $3K $23.18 -42.9%
2631 IOCT INNOVATOR ETFS TRUST 91.0 $3K $34.86 +5.2%
2632 MC MOELIS & CO Financial Services 46.0 $3K +18.0 +64.3% $68.74 -4.2%
2633 IEO ISHARES TR 35.0 $3K +29.0 +483.3% $89.26 +27.7%
2634 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 81.0 $3K NEW $38.48 -3.6%
2635 STEW SRH TOTAL RETURN FUND INC Financial Services 167.0 $3K $18.54 -5.3%
2636 GJAN FIRST TR EXCHNG TRADED FD VI 72.0 $3K $42.79 +4.8%
2637 CALX CALIX INC Technology 58.0 $3K $52.93 -22.6%
2638 EYLD CAMBRIA ETF TR 80.0 $3K $38.33 +21.7%
2639 ESQ ESQUIRE FINL HLDGS INC Financial Services 30.0 $3K $102.07 +7.8%
2640 SPIP SPDR SERIES TRUST 118.0 $3K -12.0 -9.2% $25.95 +0.3%
Page 132 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%