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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 134 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 EGO ELDORADO GOLD CORP NEW Basic Materials 58.0 $2K NEW $28.90 +8.5%
2662 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 40.0 $2K NEW $41.80 +15.8%
2663 UUUU ENERGY FUELS INC Energy 108.0 $2K NEW $15.35 +17.5%
2664 GIII G III APPAREL GROUP LTD Consumer Cyclical 62.0 $2K NEW $26.61 +15.8%
2665 INNOVATOR ETFS TRUST 57.0 $2K NEW $28.75
2666 RLY SSGA ACTIVE ETF TR 53.0 $2K NEW $30.89 +19.0%
2667 ORA ORMAT TECHNOLOGIES INC Utilities 17.0 $2K NEW $96.24 +38.7%
2668 MPT MEDICAL PPTYS TRUST INC Financial Services 321.0 $2K NEW $5.07 +0.2%
2669 WHD CACTUS INC Energy 41.0 $2K NEW $39.46 +57.8%
2670 JVAL J P MORGAN EXCHANGE TRADED F 34.0 $2K NEW $47.50 +18.0%
2671 MSGE SPHERE ENTERTAINMENT CO Communication Services 26.0 $2K NEW $62.12 +12.1%
2672 ROMO STRATEGY SHS 48.0 $2K NEW $33.62 -0.3%
2673 SOUN SOUNDHOUND AI INC Technology 100.0 $2K NEW $16.08 -49.2%
2674 ACIO ETF SER SOLUTIONS 37.0 $2K NEW $43.43 +7.0%
2675 KRUS KURA SUSHI USA INC Consumer Cyclical 27.0 $2K NEW $59.41 -8.6%
2676 RGEN REPLIGEN CORP Healthcare 12.0 $2K NEW $133.67 -13.9%
2677 PJUL INNOVATOR ETFS TRUST 35.0 $2K NEW $45.60 +6.2%
2678 PCY INVESCO EXCH TRADED FD TR II 73.0 $2K NEW $21.56 -1.7%
2679 AMBA AMBARELLA INC Technology 19.0 $2K NEW $82.53 +6.1%
2680 NVGS NAVIGATOR HLDGS LTD Energy 101.0 $2K NEW $15.49 +49.4%
Page 134 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%