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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 159 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 OPLN OPENLANE INC Consumer Cyclical 12.0 $357.0 NEW $29.75 +19.0%
3162 PRG PROG HOLDINGS INC Industrials 12.0 $354.0 NEW $29.50 +13.4%
3163 PRLB PROTO LABS INC Industrials 7.0 $354.0 NEW $50.57 +41.1%
3164 GCT GIGACLOUD TECHNOLOGY INC Technology 9.0 $354.0 $39.33 -2.9%
3165 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 63.0 $353.0 NEW $5.60 +1.2%
3166 RLTY COHEN & STEERS REAL ESTATE O Financial Services 24.0 $353.0 $14.71 +7.0%
3167 MSEX MIDDLESEX WTR CO Utilities 7.0 $353.0 NEW $50.43 +3.3%
3168 SPD SIMPLIFY EXCHANGE TRADED FUN 9.0 $353.0 NEW $39.22 +5.3%
3169 NOVZ ELEVATION SERIES TRUST 8.0 $351.0 NEW $43.88 +7.0%
3170 OCTZ ELEVATION SERIES TRUST 8.0 $340.0 NEW $42.50 +7.3%
3171 JULZ ELEVATION SERIES TRUST 8.0 $337.0 NEW $42.12 +7.6%
3172 TELIX PHARMACEUTICAL LTD 45.0 $337.0 +4.0 +9.8% $7.49
3173 PFS PROVIDENT FINL SVCS INC Financial Services 17.0 $336.0 NEW $19.76 +11.6%
3174 HFWA HERITAGE FINL CORP WASH Financial Services 14.0 $331.0 $23.64 +15.0%
3175 VICR VICOR CORP Technology 3.0 $329.0 NEW $109.67 +144.4%
3176 KW KENNEDY-WILSON HOLDINGS INC Real Estate 34.0 $329.0 NEW $9.68 +13.6%
3177 MILN GLOBAL X FDS 7.0 $328.0 +4.0 +133.3% $46.86 -7.9%
3178 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 21.0 $324.0 $15.43 +15.6%
3179 HUT 8 CORP 7.0 $322.0 $46.00
3180 BKE BUCKLE INC Consumer Cyclical 6.0 $321.0 NEW $53.50 -7.8%
Page 159 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%