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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 143 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 KTF DWS MUN INCOME TR NEW Financial Services 165.0 $2K NEW $9.09 -1.1%
2842 MIDD MIDDLEBY CORP Industrials 10.0 $1K -10.0 -50.0% $148.70 +4.0%
2843 ITRI ITRON INC Technology 16.0 $1K -19.0 -54.3% $92.88 -8.4%
2844 STC STEWART INFORMATION SVCS COR Financial Services 21.0 $1K +11.0 +110.0% $70.24 -3.0%
2845 OUSTER INC 68.0 $1K +14.0 +25.9% $21.65
2846 QDEL QUIDELORTHO CORP Healthcare 52.0 $1K $28.29 -57.3%
2847 NAYAX LTD 29.0 $1K +25.0 +625.0% $50.59
2848 RLX RLX TECHNOLOGY INC Consumer Defensive 628.0 $1K -305.0 -32.7% $2.33 -13.9%
2849 EMCS DBX ETF TR 41.0 $1K -15.0 -26.8% $35.63 +29.3%
2850 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 35.0 $1K -7.0 -16.7% $41.71 -12.3%
2851 FSTR FOSTER L B CO Industrials 54.0 $1K $26.94 +48.5%
2852 LIBERTY GLOBAL LTD 131.0 $1K +26.0 +24.8% $11.04
2853 GNW GENWORTH FINL INC Financial Services 158.0 $1K $9.03 -1.8%
2854 GTM ZOOMINFO TECHNOLOGIES INC Technology 140.0 $1K +101.0 +259.0% $10.17 -66.8%
2855 FSK FS KKR CAP CORP Financial Services 96.0 $1K $14.81 -26.7%
2856 BITO PROSHARES TR 116.0 $1K -22.0 -15.9% $12.16 -15.6%
2857 PKBK PARKE BANCORP INC Financial Services 56.0 $1K NEW $25.04 +26.6%
2858 IAG IAMGOLD CORP Basic Materials 85.0 $1K +15.0 +21.4% $16.49 +3.2%
2859 GNK GENCO SHIPPING & TRADING LTD Industrials 76.0 $1K $18.43 +28.3%
2860 PDM PIEDMONT REALTY TRUST INC Real Estate 167.0 $1K +130.0 +351.4% $8.34 +0.5%
Page 143 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%