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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 144 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 TTMI TTM TECHNOLOGIES INC Technology 20.0 $1K NEW $69.00 +185.4%
2862 HYGH ISHARES U S ETF TR 16.0 $1K $86.19 +0.7%
2863 WSC WILLSCOT HLDGS CORP Industrials 73.0 $1K -1K -93.4% $18.84 +31.6%
2864 MTRN MATERION CORP Basic Materials 11.0 $1K $124.36 +79.3%
2865 IPAR INTERPARFUMS INC Consumer Defensive 16.0 $1K +12.0 +300.0% $84.81 +9.3%
2866 SMMD ISHARES TR 18.0 $1K -43.0 -70.5% $74.94 +18.0%
2867 TSI TCW STRATEGIC INCOME FD INC Financial Services 273.0 $1K NEW $4.94 -8.9%
2868 AMBA AMBARELLA INC Technology 19.0 $1K $70.84 +32.1%
2869 CENTRAIS ELET BRAS SA 156.0 $1K NEW $8.62
2870 XJH ISHARES TR 30.0 $1K -10.0 -25.0% $44.67 +12.6%
2871 TYA SIMPLIFY EXCHANGE TRADED FUN 98.0 $1K NEW $13.50 -6.0%
2872 MLR MILLER INDS INC TENN Consumer Cyclical 35.0 $1K $37.37 +26.5%
2873 ARKK ARK ETF TR 17.0 $1K +1.0 +6.2% $76.94 +0.4%
2874 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 102.0 $1K +80.0 +363.6% $12.76 -7.6%
2875 RH RH Consumer Cyclical 7.0 $1K +4.0 +133.3% $185.43 -25.3%
2876 JPIE J P MORGAN EXCHANGE TRADED F 28.0 $1K -5.0 -15.2% $46.29 -0.6%
2877 GAMESTOP CORP NEW 64.0 $1K -70.0 -52.2% $20.08
2878 SRAD SPORTRADAR GROUP AG Technology 54.0 $1K -10K -99.5% $23.78 -45.4%
2879 TUA SIMPLIFY EXCHANGE TRADED FUN 58.0 $1K NEW $21.90 -5.9%
2880 PTY PIMCO CORPORATE & INCOME OPP Financial Services 98.0 $1K -1K -93.1% $12.90 -8.6%
Page 144 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%