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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 139 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 NLOP NET LEASE OFFICE PROPERTIES Real Estate 82.0 $2K -2.0 -2.4% $25.79 -53.6%
2762 PNQI INVESCO EXCHANGE TRADED FD T 39.0 $2K $53.95 -10.3%
2763 BIT BLACKROCK MULTI SECTOR INC T Financial Services 161.0 $2K NEW $13.06 -4.2%
2764 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 56.0 $2K -23.0 -29.1% $37.43 -18.2%
2765 EGO ELDORADO GOLD CORP NEW Basic Materials 58.0 $2K $35.91 -12.3%
2766 IPAY AMPLIFY ETF TR 40.0 $2K $52.05 -12.4%
2767 BHF BRIGHTHOUSE FINL INC Financial Services 32.0 $2K +5.0 +18.5% $64.78 -3.4%
2768 IXC ISHARES TR 49.0 $2K +44.0 +880.0% $41.94 +29.0%
2769 RIG TRANSOCEAN LTD Energy 493.0 $2K $4.13 +51.8%
2770 TRS TRIMAS CORP Consumer Cyclical 57.0 $2K -21.0 -26.9% $35.46 +15.0%
2771 FRONTIER COMMUNICATIONS PARE 53.0 $2K -9.0 -14.5% $38.08
2772 EVTC EVERTEC INC Technology 69.0 $2K NEW $29.09 -18.2%
2773 GRFS GRIFOLS S A Healthcare 214.0 $2K -16.0 -7.0% $9.35 -13.6%
2774 IDVO AMPLIFY ETF TR 52.0 $2K NEW $38.35 +11.5%
2775 AG FIRST MAJESTIC SILVER CORP Basic Materials 119.0 $2K $16.69 +18.8%
2776 OSPN ONESPAN INC Technology 154.0 $2K $12.84 +5.1%
2777 MZTI MARZETTI COMPANY Consumer Defensive 12.0 $2K $164.42 -30.1%
2778 LOAR LOAR HOLDINGS INC Industrials 29.0 $2K $68.00 -7.2%
2779 RGEN REPLIGEN CORP Healthcare 12.0 $2K $163.83 -31.0%
2780 AUPH AURINIA PHARMACEUTICALS INC Healthcare 123.0 $2K $15.95 -2.8%
Page 139 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%