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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 150 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 BANC BANC OF CALIFORNIA INC Financial Services 44.0 $849.0 NEW $19.30 -1.2%
2982 THY NORTHERN LIGHTS FD TR 38.0 $845.0 $22.24 -1.7%
2983 LVLU LULUS FASHION LOUNGE HOLDING Consumer Cyclical 161.0 $840.0 $5.22 +79.6%
2984 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 40.0 $840.0 $21.00 -5.0%
2985 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 44.0 $837.0 $19.02 -0.6%
2986 CHCO CITY HLDG CO Financial Services 7.0 $834.0 NEW $119.14 +5.0%
2987 GIGB GOLDMAN SACHS ETF TR 18.0 $833.0 NEW $46.28 -1.1%
2988 CWEN CLEARWAY ENERGY INC Utilities 25.0 $832.0 $33.28 +19.8%
2989 CCS CENTURY CMNTYS INC Consumer Cyclical 14.0 $831.0 +11.0 +366.7% $59.36 -11.3%
2990 ADEA ADEIA INC Technology 48.0 $828.0 $17.25 +62.0%
2991 IHAK ISHARES TR 17.0 $818.0 -11.0 -39.3% $48.12 +18.6%
2992 OII OCEANEERING INTL INC Energy 34.0 $817.0 NEW $24.03 +62.2%
2993 TEO TELECOM ARGENTINA SA Communication Services 70.0 $817.0 $11.67 +7.2%
2994 BBAI BIGBEAR AI HLDGS INC Technology 150.0 $810.0 +147.0 +4900.0% $5.40 -22.8%
2995 EMEQ NOMURA ETF TR 20.0 $804.0 $40.20 +65.8%
2996 PCRX PACIRA BIOSCIENCES INC Healthcare 31.0 $802.0 $25.87 -6.8%
2997 WAFD WAFD INC Financial Services 25.0 $801.0 $32.04 +11.6%
2998 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 13.0 $797.0 -13.0 -50.0% $61.31 -39.0%
2999 KSS KOHLS CORP Consumer Cyclical 39.0 $796.0 +23.0 +143.8% $20.41 -36.8%
3000 VSAT VIASAT INC Technology 23.0 $793.0 NEW $34.48 +139.3%
Page 150 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%