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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 15 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGGR CAPITAL GROUP GROWTH ETF 556,817.0 $24.8M 0.05% +189K +51.5% $44.47 +3.6%
282 SPMD SPDR SERIES TRUST 426,437.0 $24.7M 0.05% -4K -0.9% $57.91 +10.3%
283 ABBV ABBVIE INC Healthcare 108,043.0 $24.7M 0.05% +3K +2.6% $228.49 -6.1%
284 TRU TRANSUNION Industrials 286,180.0 $24.5M 0.05% +11K +4.1% $85.75 -19.6%
285 FLCH FRANKLIN TEMPLETON ETF TR 1,025,288.0 $24.4M 0.05% +993K +3125.3% $23.80 -5.8%
286 TOL TOLL BROTHERS INC Consumer Cyclical 180,263.0 $24.4M 0.05% -9K -4.5% $135.22 +0.8%
287 WELL WELLTOWER INC Real Estate 131,066.0 $24.3M 0.05% +5K +4.4% $185.61 +17.8%
288 HD HOME DEPOT INC Consumer Cyclical 70,608.0 $24.3M 0.05% +8K +12.5% $344.10 -8.8%
289 CM CANADIAN IMPERIAL BANK OF CO Financial Services 267,915.0 $24.3M 0.05% +8K +2.9% $90.61 +26.8%
290 DFCF DIMENSIONAL ETF TRUST 569,122.0 $24.2M 0.05% -14K -2.4% $42.56 -1.5%
291 BSV VANGUARD BD INDEX FDS 304,993.0 $24.0M 0.05% -39K -11.4% $78.81 -1.2%
292 VWOB VANGUARD WHITEHALL FDS 349,291.0 $23.6M 0.05% +75K +27.5% $67.43 -1.8%
293 KO COCA COLA CO Consumer Defensive 336,564.0 $23.5M 0.05% +37K +12.5% $69.91 +16.1%
294 SBS COMPANHIA DE SANEAMENTO BASI Utilities 985,400.0 $23.5M 0.05% +36K +3.8% $23.85 -75.4%
295 ABT ABBOTT LABS Healthcare 186,046.0 $23.3M 0.05% +5K +2.7% $125.29 -29.9%
296 PCAR PACCAR INC Industrials 212,450.0 $23.3M 0.05% +6K +2.8% $109.51 -0.2%
297 BINC BLACKROCK ETF TRUST II 438,711.0 $23.2M 0.05% -115K -20.8% $52.77 -1.1%
298 LRCX LAM RESEARCH CORP Technology 134,632.0 $23.0M 0.05% -150K -52.6% $171.18 +76.6%
299 AIQ GLOBAL X FDS 448,587.0 $22.8M 0.05% +42K +10.5% $50.86 +23.1%
300 CENCORA INC 67,281.0 $22.7M 0.05% +24K +57.0% $337.75
Page 15 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%