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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 142 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 MSGE SPHERE ENTERTAINMENT CO Communication Services 17.0 $2K -9.0 -34.6% $95.06 -25.2%
2822 GREAT LAKES DREDGE & DOCK CO 123.0 $2K NEW $13.12
2823 SHC SOTERA HEALTH CO Healthcare 91.0 $2K $17.64 -9.5%
2824 BSRR SIERRA BANCORP Financial Services 49.0 $2K NEW $32.67 +17.6%
2825 AVSC AMERICAN CENTY ETF TR 27.0 $2K $58.74 +18.4%
2826 FORTE BIOSCIENCES INC 58.0 $2K -23.0 -28.4% $27.28
2827 COPX GLOBAL X FDS 22.0 $2K +5.0 +29.4% $71.77 +19.2%
2828 UUUU ENERGY FUELS INC Energy 108.0 $2K $14.54 +24.2%
2829 BKU BANKUNITED INC Financial Services 35.0 $2K +34.0 +3400.0% $44.57 +6.1%
2830 HNI HNI CORP Industrials 37.0 $2K +9.0 +32.1% $42.03 -24.0%
2831 PPH VANECK ETF TRUST 15.0 $2K $103.20 +2.5%
2832 SYM SYMBOTIC INC Industrials 26.0 $2K $59.50 -10.7%
2833 PRGS PROGRESS SOFTWARE CORP Technology 36.0 $2K -3K -98.8% $42.97 -30.1%
2834 DHT DHT HOLDINGS INC Energy 126.0 $2K $12.21 +39.7%
2835 TRIPLE FLAG PRECIOUS METAL 46.0 $2K -42.0 -47.7% $33.22
2836 BBLU EA SERIES TRUST 100.0 $2K NEW $15.26 +9.1%
2837 ROMO STRATEGY SHS 48.0 $2K $31.75 +6.5%
2838 GDEC FIRST TR EXCHNG TRADED FD VI 40.0 $2K NEW $37.83 +4.8%
2839 PFEB INNOVATOR ETFS TRUST 37.0 $2K $40.73 +5.3%
2840 VIRTUS CONVERTIBLE & INC FD 109.0 $2K $13.78
Page 142 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%