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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 162 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 JKS JINKOSOLAR HLDG CO LTD Energy 10.0 $258.0 $25.80 -13.1%
3222 IDT IDT CORP Communication Services 5.0 $256.0 $51.20 +2.9%
3223 ATLANTA BRAVES HLDGS INC 6.0 $255.0 $42.50
3224 USTB VICTORY PORTFOLIOS II 5.0 $254.0 $50.80 -0.5%
3225 FLAGSTAR BANK NATIONAL ASSOC 20.0 $252.0 +4.0 +25.0% $12.60
3226 BLACKROCK MUN INCOME TR 25.0 $251.0 NEW $10.04
3227 APLS APELLIS PHARMACEUTICALS INC Healthcare 10.0 $251.0 NEW $25.10 +63.5%
3228 XRAY DENTSPLY SIRONA INC Healthcare 22.0 $251.0 -200.0 -90.1% $11.41 -13.8%
3229 CAPITAL CLEAN ENERGY CARRIER 12.0 $250.0 +6.0 +100.0% $20.83
3230 EFAD PROSHARES TR 6.0 $250.0 $41.67 +2.6%
3231 MCS MARCUS CORP DEL Communication Services 16.0 $248.0 $15.50 +18.2%
3232 FRHC FREEDOM HLDG CORP NEV Financial Services 2.0 $243.0 $121.50 +21.0%
3233 AVTR AVANTOR INC Healthcare 21.0 $241.0 -614.0 -96.7% $11.48 -31.4%
3234 QS QUANTUMSCAPE CORP Consumer Cyclical 23.0 $240.0 NEW $10.43 -26.5%
3235 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 11.0 $239.0 $21.73 -19.7%
3236 RNP COHEN & STEERS REIT & PFD & Financial Services 12.0 $238.0 NEW $19.83 +4.6%
3237 ISRA VANECK ETF TRUST 4.0 $235.0 $58.75 +16.9%
3238 INMB INMUNE BIO INC Healthcare 150.0 $234.0 NEW $1.56 -7.7%
3239 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 6.0 $224.0 NEW $37.33 -10.4%
3240 TRUP TRUPANION INC Financial Services 6.0 $224.0 +3.0 +100.0% $37.33 -41.4%
Page 162 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%