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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 161 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3201 ADTRAN HOLDINGS INC 34.0 $295.0 $8.68
3202 GTIP GOLDMAN SACHS ETF TR 6.0 $295.0 NEW $49.17 +0.0%
3203 HAYW HAYWARD HLDGS INC Industrials 19.0 $294.0 $15.47 -10.5%
3204 CSB VICTORY PORTFOLIOS II 5.0 $293.0 NEW $58.60 +9.5%
3205 MGNI MAGNITE INC Communication Services 18.0 $292.0 -367.0 -95.3% $16.22 -18.6%
3206 INSW INTERNATIONAL SEAWAYS INC Energy 6.0 $291.0 $48.50 +72.2%
3207 MGA MAGNA INTL INC Consumer Cyclical 5.0 $291.0 +4.0 +400.0% $58.20 +11.0%
3208 REI RING ENERGY INC Energy 320.0 $278.0 NEW $0.87 +58.8%
3209 LBRT LIBERTY ENERGY INC Energy 15.0 $277.0 NEW $18.47 +72.4%
3210 MOMO HELLO GROUP INC Communication Services 42.0 $275.0 $6.55 -9.9%
3211 GTY GETTY RLTY CORP NEW Real Estate 10.0 $274.0 NEW $27.40 +21.3%
3212 FTF FRANKLIN LTD DURATION INCOME Financial Services 44.0 $271.0 $6.16 -4.9%
3213 ASLE AERSALE CORPORATION Industrials 38.0 $270.0 $7.11 -12.2%
3214 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 8.0 $270.0 $33.75 +25.6%
3215 SNPG DBX ETF TR 5.0 $267.0 $53.40 +6.2%
3216 PID INVESCO EXCHANGE TRADED FD T 12.0 $264.0 $22.00 +5.1%
3217 RAMP LIVERAMP HLDGS INC Technology 9.0 $264.0 NEW $29.33 +28.5%
3218 EWA ISHARES INC 10.0 $262.0 $26.20 +9.8%
3219 SMOG VANECK ETF TRUST 2.0 $259.0 $129.50 +17.3%
3220 EMBC EMBECTA CORP Healthcare 22.0 $259.0 +10.0 +83.3% $11.77 -71.8%
Page 161 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%