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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 149 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 GFS GLOBALFOUNDRIES INC Technology 26.0 $910.0 +13.0 +100.0% $35.00 +157.0%
2962 TEI TEMPLETON EMERGING MKTS INCO Financial Services 141.0 $909.0 $6.45 -1.3%
2963 FERROVIAL SE 14.0 $905.0 $64.64
2964 FIVN FIVE9 INC Technology 45.0 $902.0 NEW $20.04 +13.7%
2965 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 22.0 $896.0 $40.73 -6.9%
2966 FRSH FRESHWORKS INC Technology 73.0 $894.0 +53.0 +265.0% $12.25 -26.2%
2967 SEDG SOLAREDGE TECHNOLOGIES INC Energy 31.0 $894.0 +10.0 +47.6% $28.84 +145.3%
2968 SBR SABINE RTY TR Energy 13.0 $891.0 $68.54 +10.7%
2969 TNET TRINET GROUP INC Industrials 15.0 $887.0 NEW $59.13 -28.2%
2970 ACHR ARCHER AVIATION INC Industrials 118.0 $887.0 -23.0 -16.3% $7.52 -13.4%
2971 CSTM CONSTELLIUM SE Basic Materials 47.0 $886.0 $18.85 +87.2%
2972 GCI LIBERTY INC 24.0 $885.0 $36.88
2973 SOLENO THERAPEUTICS INC 19.0 $880.0 NEW $46.32
2974 RSPC INVESCO EXCHANGE TRADED FD T 22.0 $876.0 $39.82 -5.8%
2975 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 15.0 $865.0 -442.0 -96.7% $57.67 +38.3%
2976 VIRTUS CONVERTIBLE & INCOME 57.0 $864.0 $15.16
2977 ABRDN GLOBAL PREMIER PPTYS F 224.0 $860.0 $3.84
2978 NPO ENPRO INC Industrials 4.0 $857.0 $214.25 +48.5%
2979 ALGT ALLEGIANT TRAVEL CO Industrials 10.0 $853.0 NEW $85.30 +2.2%
2980 EPS WISDOMTREE TR 12.0 $850.0 NEW $70.83 +10.5%
Page 149 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%