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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 135 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 LBRDA LIBERTY BROADBAND CORP Communication Services 57.0 $3K -87.0 -60.4% $48.28 -28.6%
2682 TYG TORTOISE ENERGY INFRA CORP Financial Services 67.0 $3K $40.90 +10.1%
2683 SR SPIRE INC Utilities 33.0 $3K -25.0 -43.1% $82.70 +3.6%
2684 TDW TIDEWATER INC NEW Energy 54.0 $3K +16.0 +42.1% $50.52 +48.6%
2685 TDSC EXCHANGE LISTED FDS TR 108.0 $3K NEW $25.20 +10.3%
2686 CRC CALIFORNIA RES CORP Energy 60.0 $3K +6.0 +11.1% $44.72 +33.6%
2687 EMBOTELLADORA ANDINA S A 96.0 $3K $27.90
2688 XMTR XOMETRY INC Industrials 45.0 $3K -127.0 -73.8% $59.47 +55.8%
2689 JMSI J P MORGAN EXCHANGE TRADED F 53.0 $3K NEW $50.38 -0.7%
2690 DNN DENISON MINES CORP Energy 1,000.0 $3K $2.66 +27.4%
2691 BRIGHTSTAR LOTTERY PLC 171.0 $3K NEW $15.48
2692 HAUZ DBX ETF TR 114.0 $3K -35.0 -23.5% $23.21 +0.1%
2693 VIV TELEFONICA BRASIL SA Communication Services 221.0 $3K +149.0 +206.9% $11.86 +13.0%
2694 OCTW AIM ETF PRODUCTS TRUST 67.0 $3K NEW $39.00 +4.4%
2695 RALLIANT CORP 51.0 $3K -26.0 -33.8% $50.90
2696 STXG EA SERIES TRUST 51.0 $3K NEW $50.88 +9.1%
2697 EEFT EURONET WORLDWIDE INC Technology 34.0 $3K +5.0 +17.2% $76.12 -9.0%
2698 PGNY PROGYNY INC Healthcare 100.0 $3K -17.0 -14.5% $25.68 -0.8%
2699 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 185.0 $3K $13.81 -1.7%
2700 FNY FIRST TR EXCHANGE-TRADED ALP 28.0 $3K NEW $91.18 +15.7%
Page 135 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%