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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 157 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 NUVEEN REAL ASSET INCOME & G 33.0 $449.0 $13.61
3122 CLSK CLEANSPARK INC Technology 44.0 $445.0 NEW $10.11 +57.9%
3123 DIOD DIODES INC Technology 9.0 $444.0 -4.0 -30.8% $49.33 +102.0%
3124 BBBY BED BATH & BEYOND INC Consumer Cyclical 81.0 $442.0 $5.46 +2.6%
3125 GERN GERON CORP Healthcare 335.0 $442.0 $1.32 -3.0%
3126 IHS IHS HOLDING LIMITED Communication Services 59.0 $440.0 $7.46 +12.5%
3127 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 46.0 $436.0 $9.48 -3.1%
3128 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 8.0 $434.0 $54.25 +5.2%
3129 WSR WHITESTONE REIT Real Estate 31.0 $431.0 $13.90 +36.6%
3130 PKE PARK AEROSPACE CORP Industrials 20.0 $427.0 $21.35 +62.1%
3131 PODCASTONE INC 170.0 $420.0 NEW $2.47
3132 AUR AURORA INNOVATION INC Technology 109.0 $419.0 -4.0 -3.5% $3.84 +83.9%
3133 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 57.0 $418.0 NEW $7.33 +19.3%
3134 VYX NCR VOYIX CORPORATION Technology 41.0 $418.0 NEW $10.20 -35.4%
3135 DAN DANA INC Consumer Cyclical 17.0 $404.0 -126.0 -88.1% $23.76 +43.7%
3136 UHAL U HAUL HOLDING COMPANY Industrials 8.0 $403.0 -18.0 -69.2% $50.38 +2.3%
3137 MEAR ISHARES U S ETF TR 8.0 $403.0 NEW $50.38 -0.2%
3138 GTX GARRETT MOTION INC Consumer Cyclical 23.0 $401.0 -1.0 -4.2% $17.43 +90.9%
3139 HAE HAEMONETICS CORP MASS Healthcare 5.0 $401.0 $80.20 -18.3%
3140 AMR ALPHA METALLURGICAL RESOUR I Energy 2.0 $400.0 NEW $200.00 -12.3%
Page 157 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%