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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 155 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 FEGE RBB FUND TRUST 12.0 $552.0 NEW $46.00 +8.5%
3082 WFG WEST FRASER TIMBER CO LTD Basic Materials 9.0 $550.0 $61.11 +1.6%
3083 RC READY CAPITAL CORP Real Estate 252.0 $549.0 NEW $2.18 -16.9%
3084 SIXJ AIM ETF PRODUCTS TRUST 16.0 $548.0 NEW $34.25 +5.3%
3085 FLJJ AIM ETF PRODUCTS TRUST 17.0 $544.0 NEW $32.00 +4.5%
3086 EZPW EZCORP INC Financial Services 28.0 $544.0 NEW $19.43 +73.9%
3087 RXO RXO INC Industrials 43.0 $544.0 -21.0 -32.8% $12.65 +92.6%
3088 EWQ ISHARES INC 12.0 $540.0 $45.00 +0.4%
3089 DSEP FIRST TR EXCHNG TRADED FD VI 12.0 $539.0 NEW $44.92 +4.8%
3090 OCCIDENTAL PETE CORP 28.0 $539.0 +24.0 +600.0% $19.25
3091 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 30.0 $534.0 NEW $17.80 -15.2%
3092 CNR CORE NATURAL RESOURCES INC Energy 6.0 $531.0 +1.0 +20.0% $88.50 -5.0%
3093 GIC GLOBAL INDUSTRIAL COMPANY Industrials 18.0 $526.0 $29.22 +1.8%
3094 BCAL CALIFORNIA BANCORP Financial Services 28.0 $523.0 $18.68 +1.8%
3095 SYNA SYNAPTICS INC Technology 7.0 $518.0 $74.00 +94.2%
3096 ABX ABACUS GLOBAL MGMT INC Financial Services 60.0 $513.0 -64.0 -51.6% $8.55 +5.7%
3097 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 89.0 $509.0 $5.72 +10.0%
3098 ABM ABM INDS INC Industrials 12.0 $508.0 -3K -99.6% $42.33 -5.1%
3099 HCM HUTCHMED CHINA LTD Healthcare 38.0 $507.0 +23.0 +153.3% $13.34 -10.1%
3100 UVE UNIVERSAL INS HLDGS INC Financial Services 15.0 $507.0 NEW $33.80 +15.3%
Page 155 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%