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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 148 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 EXTR EXTREME NETWORKS Technology 58.0 $966.0 NEW $16.66 +62.2%
2942 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 78.0 $963.0 $12.35 -2.9%
2943 NPK NATIONAL PRESTO INDS INC Industrials 9.0 $961.0 +1.0 +12.5% $106.78 +25.9%
2944 KWR QUAKER HOUGHTON Basic Materials 7.0 $961.0 +5.0 +250.0% $137.29 +6.4%
2945 FSZ FIRST TR EXCH TRD ALPHDX FD 12.0 $961.0 NEW $80.08 +2.0%
2946 WRBY WARBY PARKER INC Healthcare 44.0 $959.0 $21.80 +15.1%
2947 GFF GRIFFON CORP Industrials 13.0 $957.0 +9.0 +225.0% $73.62 +17.4%
2948 EIM EATON VANCE MUN BD FD Financial Services 98.0 $954.0 $9.73 +0.7%
2949 TBPH THERAVANCE BIOPHARMA INC Healthcare 51.0 $954.0 $18.71 -12.3%
2950 DISC MEDICINE INC 12.0 $953.0 $79.42
2951 NATL NCR ATLEOS CORPORATION Technology 25.0 $953.0 +5.0 +25.0% $38.12 +18.5%
2952 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 174.0 $952.0 -16.0 -8.4% $5.47 +4.0%
2953 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 234.0 $948.0 NEW $4.05 +15.0%
2954 HP HELMERICH & PAYNE INC Energy 33.0 $946.0 +28.0 +560.0% $28.67 +40.4%
2955 ETHA ISHARES ETHEREUM TR Financial Services 42.0 $942.0 -6.0 -12.5% $22.43 -30.4%
2956 GAM GENERAL AMERN INVS CO INC Financial Services 16.0 $940.0 $58.75 +10.0%
2957 HBM HUDBAY MINERALS INC Basic Materials 47.0 $933.0 $19.85 +33.7%
2958 ARL AMERICAN RLTY INVS INC Real Estate 58.0 $931.0 NEW $16.05 +4.0%
2959 PONY AI INC 64.0 $928.0 +27.0 +73.0% $14.50
2960 ODDITY TECH LTD 23.0 $924.0 -794.0 -97.2% $40.17
Page 148 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%