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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 147 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 DCOM DIME CMNTY BANCSHARES INC Financial Services 34.0 $1K -3.0 -8.1% $30.09 +25.2%
2922 CARY ANGEL OAK FUNDS TRUST 49.0 $1K NEW $20.82 +0.1%
2923 GGUS GOLDMAN SACHS ETF TR 16.0 $1K $63.69 +6.4%
2924 MGEE MGE ENERGY INC Utilities 13.0 $1K +9.0 +225.0% $78.38 -3.0%
2925 ZETA ZETA GLOBAL HOLDINGS CORP Technology 50.0 $1K $20.36 -7.7%
2926 FLQM FRANKLIN TEMPLETON ETF TR 18.0 $1K $56.28 +1.3%
2927 FDEV FIDELITY COVINGTON TRUST 29.0 $1K -3.0 -9.4% $34.76 +5.1%
2928 BIZD VANECK ETF TRUST 71.0 $1K -251.0 -78.0% $14.18 -11.4%
2929 SIGI SELECTIVE INS GROUP INC Financial Services 12.0 $1K +5.0 +71.4% $83.67 +6.9%
2930 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 20.0 $999.0 $49.95 +9.2%
2931 CWT CALIFORNIA WTR SVC GROUP Utilities 23.0 $997.0 -4.0 -14.8% $43.35 +0.4%
2932 BMA BANCO MACRO SA Financial Services 11.0 $992.0 NEW $90.18 -11.5%
2933 ROCK GIBRALTAR INDS INC Industrials 20.0 $989.0 NEW $49.45 -24.2%
2934 VMO INVESCO MUN OPPORTUNITY TR Financial Services 103.0 $986.0 +99.0 +2475.0% $9.57 +0.9%
2935 MIR MIRION TECHNOLOGIES INC Industrials 42.0 $984.0 +1.0 +2.4% $23.43 -23.2%
2936 CDE COEUR MNG INC Basic Materials 55.0 $981.0 +32.0 +139.1% $17.84 +3.0%
2937 ATRO ASTRONICS CORP Industrials 18.0 $976.0 $54.22 +55.7%
2938 FRPT FRESHPET INC Consumer Defensive 16.0 $975.0 -1.0 -5.9% $60.94 -16.3%
2939 MADISON SQUARE GARDEN ENTMT 18.0 $970.0 $53.89
2940 RDVT RED VIOLET INC Technology 17.0 $968.0 $56.94 -9.1%
Page 147 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%