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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 150 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 DOCN DIGITALOCEAN HLDGS INC Technology 10.0 $342.0 NEW $34.20 +363.3%
2982 KNTK KINETIK HOLDINGS INC Energy 8.0 $342.0 NEW $42.75 +18.2%
2983 KYMR KYMERA THERAPEUTICS INC Healthcare 6.0 $340.0 NEW $56.67 +39.2%
2984 HFWA HERITAGE FINL CORP WASH Financial Services 14.0 $339.0 NEW $24.21 +12.2%
2985 MGEE MGE ENERGY INC Utilities 4.0 $337.0 NEW $84.25 -9.7%
2986 HOPE HOPE BANCORP INC Financial Services 31.0 $334.0 NEW $10.77 +14.9%
2987 PDM PIEDMONT OFFICE REALTY TR IN Real Estate 37.0 $333.0 NEW $9.00 -8.9%
2988 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 35.0 $333.0 NEW $9.51 +61.7%
2989 ENVIRI CORP 26.0 $330.0 NEW $12.69
2990 GTX GARRETT MOTION INC Consumer Cyclical 24.0 $327.0 NEW $13.62 +144.3%
2991 JPME J P MORGAN EXCHANGE TRADED F 3.0 $325.0 NEW $108.33 +12.2%
2992 CDNA CAREDX INC Healthcare 22.0 $320.0 NEW $14.55 +48.7%
2993 ADTRAN HOLDINGS INC 34.0 $319.0 NEW $9.38
2994 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 4.0 $314.0 NEW $78.50 +12.6%
2995 MOMO HELLO GROUP INC Communication Services 42.0 $312.0 NEW $7.43 -20.6%
2996 JBGS JBG SMITH PPTYS Real Estate 14.0 $312.0 NEW $22.29 -34.9%
2997 ASLE AERSALE CORPORATION Industrials 38.0 $311.0 NEW $8.18 -23.8%
2998 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5.0 $307.0 NEW $61.40 -5.6%
2999 IAC IAC INC Technology 9.0 $307.0 NEW $34.11 +23.2%
3000 GFF GRIFFON CORP Industrials 4.0 $305.0 NEW $76.25 +11.3%
Page 150 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%