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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 134 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 WLK WESTLAKE CORPORATION Basic Materials 39.0 $3K -55.0 -58.5% $73.95 +18.7%
2662 IIPR INNOVATIVE INDL PPTYS INC Real Estate 61.0 $3K -12.0 -16.4% $47.26 +22.2%
2663 SFBS SERVISFIRST BANCSHARES INC Financial Services 40.0 $3K +37.0 +1233.3% $71.80 +8.1%
2664 GFL GFL ENVIRONMENTAL INC Industrials 67.0 $3K $42.84 -18.6%
2665 GCI LIBERTY INC 77.0 $3K +1.0 +1.3% $37.21
2666 AROC ARCHROCK INC Energy 110.0 $3K +21.0 +23.6% $26.02 +39.8%
2667 UTES ETFIS SER TR I 36.0 $3K $78.94 +3.5%
2668 GEM GOLDMAN SACHS ETF TR 68.0 $3K $41.62 +24.4%
2669 HNDL STRATEGY SHS 128.0 $3K +118.0 +1180.0% $22.02 +4.0%
2670 IHY VANECK ETF TRUST 128.0 $3K $22.00 -0.7%
2671 GBDC GOLUB CAP BDC INC Financial Services 207.0 $3K $13.57 -3.6%
2672 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 135.0 $3K $20.80 +17.5%
2673 FSV FIRSTSERVICE CORP NEW Real Estate 18.0 $3K -24.0 -57.1% $155.56 -13.3%
2674 JAVA J P MORGAN EXCHANGE TRADED F 39.0 $3K $71.72 +8.0%
2675 BGC BGC GROUP INC Financial Services 313.0 $3K +46.0 +17.2% $8.93 +18.0%
2676 FUL FULLER H B CO Basic Materials 47.0 $3K -12.0 -20.3% $59.47 +4.2%
2677 BLOK AMPLIFY ETF TR 49.0 $3K $56.90 +16.5%
2678 FXZ FIRST TR EXCHANGE TRADED FD 43.0 $3K $64.81 +27.5%
2679 AX AXOS FINANCIAL INC Financial Services 32.0 $3K -18.0 -36.0% $86.16 +1.1%
2680 OUSM ALPS ETF TR 63.0 $3K +9.0 +16.7% $43.75 +6.8%
Page 134 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%