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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 163 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 SMBK SMARTFINANCIAL INC Financial Services 6.0 $222.0 $37.00 +12.4%
3242 INMD INMODE LTD Healthcare 15.0 $220.0 $14.67 -5.7%
3243 GDOT GREEN DOT CORP Financial Services 17.0 $218.0 $12.82 +0.3%
3244 TMFC RBB FD INC 3.0 $215.0 $71.67 +8.0%
3245 TWN TAIWAN FD INC Financial Services 4.0 $214.0 NEW $53.50 +68.7%
3246 TREE LENDINGTREE INC NEW Financial Services 4.0 $212.0 $53.00 -29.7%
3247 BFST BUSINESS FIRST BANCSHARES IN Financial Services 8.0 $209.0 $26.12 +7.2%
3248 AAT AMERICAN ASSETS TR INC Real Estate 11.0 $208.0 NEW $18.91 +17.1%
3249 SLDP SOLID POWER INC Industrials 49.0 $208.0 NEW $4.24 -34.7%
3250 KINIKSA PHARMACEUTICALS INTL 5.0 $206.0 $41.20
3251 ANGO ANGIODYNAMICS INC Healthcare 16.0 $205.0 $12.81 -6.7%
3252 COMMUNITY WEST BANCSHARES NE 9.0 $203.0 $22.56
3253 PGF INVESCO EXCHANGE TRADED FD T 14.0 $198.0 $14.14 -2.6%
3254 SMDV PROSHARES TR 3.0 $198.0 -33.0 -91.7% $66.00 +8.9%
3255 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5.0 $197.0 $39.40 +48.8%
3256 KNG FIRST TR EXCHANGE-TRADED FD 4.0 $197.0 NEW $49.25 -1.5%
3257 MATIV HOLDINGS INC 16.0 $194.0 $12.12
3258 PPTA PERPETUA RESOURCES CORP Basic Materials 8.0 $194.0 $24.25 +13.4%
3259 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 14.0 $193.0 $13.79 +11.1%
3260 SSTK SHUTTERSTOCK INC Communication Services 10.0 $191.0 NEW $19.10 -18.4%
Page 163 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%