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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 158 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 FSMD FIDELITY COVINGTON TRUST 9.0 $397.0 $44.11 +12.6%
3142 FOR FORESTAR GROUP INC Real Estate 16.0 $394.0 $24.62 +5.3%
3143 FPH FIVE POINT HOLDINGS LLC Real Estate 70.0 $391.0 NEW $5.59 -12.3%
3144 ZUMZ ZUMIEZ INC Consumer Cyclical 15.0 $391.0 $26.07 -8.1%
3145 IDMO INVESCO EXCH TRADED FD TR II 7.0 $389.0 -79.0 -91.9% $55.57 +7.5%
3146 SOUN SOUNDHOUND AI INC Technology 39.0 $389.0 -61.0 -61.0% $9.97 -18.1%
3147 GENC GENCOR INDS INC Industrials 30.0 $389.0 $12.97 +9.1%
3148 JBLU JETBLUE AWYS CORP Industrials 85.0 $387.0 $4.55 +10.9%
3149 AIM ETF PRODUCTS TRUST 13.0 $386.0 NEW $29.69
3150 SPYC SIMPLIFY EXCHANGE TRADED FUN 9.0 $385.0 NEW $42.78 +6.0%
3151 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 12.0 $383.0 -80.0 -87.0% $31.92 +10.5%
3152 SEZL SEZZLE INC Financial Services 6.0 $381.0 -6.0 -50.0% $63.50 +61.9%
3153 JANZ ELEVATION SERIES TRUST 10.0 $381.0 NEW $38.10 +6.8%
3154 ESIX SPDR SERIES TRUST 12.0 $378.0 -3.0 -20.0% $31.50 +10.4%
3155 BANR BANNER CORP Financial Services 6.0 $376.0 NEW $62.67 +3.2%
3156 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 19.0 $374.0 +16.0 +533.3% $19.68 +28.6%
3157 ENERFLEX LTD 24.0 $370.0 $15.42
3158 INDS PACER FDS TR 10.0 $367.0 NEW $36.70 +9.2%
3159 JAMF HLDG CORP 28.0 $364.0 $13.00
3160 MANAGED PORTFOLIO SERIES 14.0 $359.0 NEW $25.64
Page 158 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%