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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 138 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 182.0 $2K $12.61 +0.7%
2742 JPME J P MORGAN EXCHANGE TRADED F 21.0 $2K +18.0 +600.0% $108.67 +12.7%
2743 DJP BARCLAYS BANK PLC Financial Services 60.0 $2K NEW $37.62 +27.9%
2744 TXNM ENERGY INC 38.0 $2K $58.87
2745 ADVISORS INNER CIRCLE FD II 73.0 $2K $30.42
2746 CACC CREDIT ACCEP CORP MICH Financial Services 5.0 $2K NEW $443.40 +24.5%
2747 TGLS TECNOGLASS INC Basic Materials 44.0 $2K NEW $50.32 -14.8%
2748 VRP INVESCO EXCH TRADED FD TR II 91.0 $2K $24.33 +0.0%
2749 ORA ORMAT TECHNOLOGIES INC Utilities 20.0 $2K +3.0 +17.6% $110.45 +26.3%
2750 POWI POWER INTEGRATIONS INC Technology 62.0 $2K -16K -99.6% $35.53 +137.1%
2751 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 49.0 $2K +9.0 +22.5% $44.76 +14.1%
2752 FTXR FIRST TR EXCHANGE TRADED FD 56.0 $2K $38.75 +15.4%
2753 WB WEIBO CORP Communication Services 212.0 $2K -169.0 -44.4% $10.22 -22.0%
2754 AKR ACADIA RLTY TR Real Estate 105.0 $2K -823.0 -88.7% $20.54 +8.7%
2755 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 69.0 $2K +40.0 +137.9% $31.22 +6.7%
2756 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 1,075.0 $2K -1K -50.0% $2.00 -11.8%
2757 BGY BLACKROCK ENHANCED INTL DIV Financial Services 365.0 $2K $5.88 -1.8%
2758 CTS CTS CORP Technology 50.0 $2K $42.88 +51.6%
2759 IYG ISHARES TR 23.0 $2K $92.26 -5.8%
2760 CXT CRANE NXT CO Industrials 45.0 $2K -55.0 -55.0% $47.07 -15.0%
Page 138 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%