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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 133 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 WEX WEX INC Technology 12.0 $2K NEW $157.50 -4.4%
2642 AMER SPORTS INC 54.0 $2K NEW $34.76
2643 JUST GOLDMAN SACHS ETF TR 20.0 $2K NEW $93.80 +13.5%
2644 NOG NORTHERN OIL & GAS INC Energy 74.0 $2K NEW $24.80 -4.2%
2645 CHH CHOICE HOTELS INTL INC Consumer Cyclical 17.0 $2K NEW $106.88 +5.8%
2646 LPL LG DISPLAY CO LTD Technology 347.0 $2K NEW $5.22 -3.2%
2647 TSEM TOWER SEMICONDUCTOR LTD Technology 25.0 $2K NEW $72.32 +291.9%
2648 IMVT IMMUNOVANT INC Healthcare 112.0 $2K NEW $16.12 +111.9%
2649 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 42.0 $2K NEW $42.95 -12.9%
2650 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 48.0 $2K NEW $37.35 +23.9%
2651 AVO MISSION PRODUCE INC Consumer Defensive 149.0 $2K NEW $12.02 -0.8%
2652 WD WALKER & DUNLOP INC Financial Services 21.0 $2K NEW $83.62 -39.8%
2653 XJH ISHARES TR 40.0 $2K NEW $43.85 +12.8%
2654 RWO SPDR INDEX SHS FDS 38.0 $2K NEW $45.76 +8.1%
2655 SDIV GLOBAL X FDS 72.0 $2K NEW $23.99 +4.9%
2656 SPGM SPDR INDEX SHS FDS 23.0 $2K NEW $74.91 +13.5%
2657 OPPJ WISDOMTREE TR 41.0 $2K NEW $41.66 +39.7%
2658 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 26.0 $2K NEW $65.19 -43.3%
2659 FIW FIRST TR EXCHANGE-TRADED FD 15.0 $2K NEW $112.33 -9.0%
2660 IAT ISHARES TR 32.0 $2K NEW $52.53 +9.1%
Page 133 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%