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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 146 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 99.0 $1K NEW $11.63 -2.1%
2902 TARS TARSUS PHARMACEUTICALS INC Healthcare 14.0 $1K $81.86 -25.3%
2903 PSIX POWER SOLUTIONS INTL INC Industrials 20.0 $1K NEW $57.15 -24.8%
2904 INDI INDIE SEMICONDUCTOR INC Technology 323.0 $1K +110.0 +51.6% $3.53 +43.7%
2905 CWCO CONSOLIDATED WATER CO INC Utilities 32.0 $1K $35.28 -14.5%
2906 TJUL INNOVATOR ETFS TRUST 38.0 $1K $29.58 +2.0%
2907 CROX CROCS INC Consumer Cyclical 13.0 $1K -4.0 -23.5% $86.15 +34.7%
2908 BUSE FIRST BUSEY CORP Financial Services 47.0 $1K NEW $23.79 +15.9%
2909 HHH HOWARD HUGHES HOLDINGS INC Real Estate 14.0 $1K $79.79 -20.1%
2910 PACS PACS GROUP INC Financial Services 29.0 $1K $38.38 +1.3%
2911 SCHJ SCHWAB STRATEGIC TR 44.0 $1K $24.91 -1.0%
2912 EDGI ADVISORS INNER CIRCLE FD II 38.0 $1K $28.37 +10.2%
2913 DHC DIVERSIFIED HEALTHCARE TR Real Estate 222.0 $1K +25.0 +12.7% $4.85 +81.8%
2914 STANDARDAERO INC 37.0 $1K +33.0 +825.0% $28.68
2915 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 8.0 $1K $131.88 -34.7%
2916 ONDS ONDAS HLDGS INC Technology 108.0 $1K NEW $9.76 +0.1%
2917 MEDIWOUND LTD 57.0 $1K NEW $18.46
2918 MOS MOSAIC CO NEW Basic Materials 44.0 $1K -333.0 -88.3% $23.86 -5.2%
2919 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 11.0 $1K -2.0 -15.4% $93.91 +24.4%
2920 FIP FTAI INFRASTRUCTURE INC Industrials 224.0 $1K -93.0 -29.3% $4.61 +0.6%
Page 146 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%