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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 160 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3181 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 4.0 $319.0 $79.75 +10.9%
3182 ENLIGHT RENEWABLE ENERGY LTD 7.0 $318.0 -15.0 -68.2% $45.43
3183 HILLENBRAND INC 10.0 $317.0 NEW $31.70
3184 SII SPROTT INC Financial Services 3.0 $314.0 $104.67 +19.4%
3185 MYGN MYRIAD GENETICS INC Healthcare 51.0 $314.0 NEW $6.16 -38.0%
3186 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5.0 $313.0 NEW $62.60 +6.0%
3187 NWBI NORTHWEST BANCSHARES INC MD Financial Services 26.0 $312.0 NEW $12.00 +16.4%
3188 LIONSGATE STUDIOS CORP 34.0 $310.0 -72.0 -67.9% $9.12
3189 FINV FINVOLUTION GROUP Financial Services 59.0 $309.0 NEW $5.24 -14.3%
3190 TFLR T ROWE PRICE ETF INC 6.0 $308.0 -2.0 -25.0% $51.33 -0.7%
3191 XNCR XENCOR INC Healthcare 20.0 $306.0 NEW $15.30 -26.1%
3192 INVX INNOVEX INTERNATIONAL INC Energy 14.0 $306.0 NEW $21.86 +37.5%
3193 VNET VNET GROUP INC Technology 36.0 $305.0 NEW $8.47 +12.6%
3194 CVI CVR ENERGY INC Energy 12.0 $305.0 +6.0 +100.0% $25.42 +27.7%
3195 WRD WERIDE INC Technology 35.0 $304.0 NEW $8.69 -15.5%
3196 SMMV ISHARES TR 7.0 $303.0 $43.29 +3.3%
3197 NTLA INTELLIA THERAPEUTICS INC Healthcare 33.0 $297.0 -13.0 -28.3% $9.00 +40.0%
3198 LXP INDUSTRIAL TRUST 6.0 $297.0 NEW $49.50
3199 MARA MARA HOLDINGS INC Financial Services 33.0 $296.0 -109.0 -76.8% $8.97 +54.0%
3200 WAY WAYSTAR HLDG CORP Technology 9.0 $295.0 NEW $32.78 -40.3%
Page 160 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%