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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 141 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 NVGS NAVIGATOR HLDGS LTD Energy 101.0 $2K $17.32 +32.1%
2802 ANAB ANAPTYSBIO INC Healthcare 36.0 $2K $48.47 +19.5%
2803 RNG RINGCENTRAL INC Technology 60.0 $2K +11.0 +22.4% $28.88 +44.5%
2804 SDIV GLOBAL X FDS 72.0 $2K $24.03 +5.0%
2805 AVO MISSION PRODUCE INC Consumer Defensive 149.0 $2K $11.60 +4.4%
2806 PQDI PRINCIPAL EXCHANGE TRADED FD 88.0 $2K NEW $19.58 -0.7%
2807 RWO SPDR INDEX SHS FDS 38.0 $2K $45.03 +10.8%
2808 FCN FTI CONSULTING INC Industrials 10.0 $2K +3.0 +42.9% $170.80 -10.9%
2809 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 48.0 $2K $35.40 +31.8%
2810 GUNR FLEXSHARES TR 37.0 $2K +26.0 +236.4% $45.84 +17.9%
2811 SMR NUSCALE PWR CORP Utilities 119.0 $2K +44.0 +58.7% $14.17 -15.2%
2812 MPT MEDICAL PPTYS TRUST INC Financial Services 337.0 $2K +16.0 +5.0% $5.00 +4.7%
2813 INNOVATOR ETFS TRUST 57.0 $2K $29.51
2814 ANNX ANNEXON INC Healthcare 333.0 $2K NEW $5.02 +9.8%
2815 VIST VISTA ENERGY S.A.B. DE C.V. Energy 34.0 $2K $48.65 +51.6%
2816 LPL LG DISPLAY CO LTD Technology 390.0 $2K +43.0 +12.4% $4.21 +14.4%
2817 PJUL INNOVATOR ETFS TRUST 35.0 $2K $46.43 +4.4%
2818 FGM FIRST TR EXCH TRD ALPHDX FD 26.0 $2K NEW $62.35 +7.1%
2819 NVAX NOVAVAX INC Healthcare 241.0 $2K $6.72 +69.7%
2820 ACIO ETF SER SOLUTIONS 37.0 $2K $43.70 +6.6%
Page 141 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%