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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 164 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 RUM RUMBLE INC Technology 30.0 $190.0 NEW $6.33 +16.4%
3262 TWST TWIST BIOSCIENCE CORP Healthcare 6.0 $190.0 $31.67 +69.5%
3263 OGN ORGANON & CO Healthcare 26.0 $186.0 -118.0 -81.9% $7.15 +87.6%
3264 HSTM HEALTHSTREAM INC Healthcare 8.0 $185.0 NEW $23.12 +2.4%
3265 SMP STANDARD MTR PRODS INC Consumer Cyclical 5.0 $184.0 NEW $36.80 +0.9%
3266 YALA YALLA GROUP LTD Technology 26.0 $180.0 $6.92 -12.3%
3267 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 8.0 $179.0 $22.38 +7.4%
3268 HSAI HESAI GROUP Consumer Cyclical 8.0 $179.0 $22.38 -6.6%
3269 MANU MANCHESTER UTD PLC NEW Communication Services 11.0 $175.0 $15.91 +25.9%
3270 WK WORKIVA INC Technology 2.0 $173.0 $86.50 -43.9%
3271 QNST QUINSTREET INC Communication Services 12.0 $172.0 NEW $14.33 -16.3%
3272 INTR INTER & CO INC Financial Services 20.0 $170.0 $8.50 -24.7%
3273 FPF FIRST TR INTER DURATN PFD & Financial Services 9.0 $168.0 $18.67 -4.0%
3274 RMT ROYCE MICRO-CAP TR INC Financial Services 16.0 $167.0 $10.44 +27.7%
3275 ERNEXA THERAPEUTICS INC 133.0 $160.0 $1.20
3276 LIBERTY GLOBAL LTD 14.0 $156.0 $11.14
3277 EXPI EXP WORLD HLDGS INC Real Estate 17.0 $154.0 NEW $9.06 -44.0%
3278 SVV SAVERS VALUE VLG INC Consumer Cyclical 16.0 $149.0 $9.31 -15.2%
3279 TMP TOMPKINS FINL CORP Financial Services 2.0 $145.0 NEW $72.50 +17.9%
3280 ARKX ARK ETF TR 5.0 $145.0 $29.00 +18.8%
Page 164 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%