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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 156 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 OSCR OSCAR HEALTH INC Healthcare 35.0 $503.0 -10.0 -22.2% $14.37 +57.5%
3102 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 183.0 $500.0 -11K -98.4% $2.73 +50.4%
3103 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 88.0 $498.0 $5.66 +3.7%
3104 NOG NORTHERN OIL & GAS INC Energy 23.0 $494.0 -51.0 -68.9% $21.48 +10.6%
3105 EOI EATON VANCE ENHANCED EQUITY Financial Services 24.0 $493.0 $20.54 -3.9%
3106 ARLO ARLO TECHNOLOGIES INC Industrials 35.0 $490.0 $14.00 -6.0%
3107 DOCN DIGITALOCEAN HLDGS INC Technology 10.0 $481.0 $48.10 +229.4%
3108 UCTT ULTRA CLEAN HLDGS INC Technology 19.0 $481.0 $25.32 +231.8%
3109 DFEB FIRST TR EXCHNG TRADED FD VI 10.0 $477.0 NEW $47.70 +5.3%
3110 PFBC PREFERRED BK LOS ANGELES CA Financial Services 5.0 $472.0 NEW $94.40 +0.4%
3111 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 44.0 $470.0 -300.0 -87.2% $10.68 -4.4%
3112 TPC TUTOR PERINI CORP Industrials 7.0 $469.0 -5.0 -41.7% $67.00 +8.6%
3113 VCEL VERICEL CORP Healthcare 13.0 $468.0 +11.0 +550.0% $36.00 -3.5%
3114 KYMR KYMERA THERAPEUTICS INC Healthcare 6.0 $467.0 $77.83 +1.4%
3115 ENVIRI CORP 26.0 $466.0 $17.92
3116 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 19.0 $462.0 +4.0 +26.7% $24.32 -25.8%
3117 PARR PAR PAC HOLDINGS INC Energy 13.0 $457.0 NEW $35.15 +67.4%
3118 RYN RAYONIER INC Real Estate 21.0 $455.0 -25.0 -54.4% $21.67 -6.0%
3119 GHYB GOLDMAN SACHS ETF TR 10.0 $453.0 +7.0 +233.3% $45.30 -1.2%
3120 RAVI FLEXSHARES TR 6.0 $452.0 NEW $75.33 +0.1%
Page 156 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%