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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 166 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 DLX DELUXE CORP Communication Services 5.0 $112.0 NEW $22.40 +5.3%
3302 DIG PROSHARES TR 3.0 $108.0 NEW $36.00 +70.1%
3303 OLN OLIN CORP Basic Materials 5.0 $104.0 -48.0 -90.6% $20.80 +25.1%
3304 DRS LEONARDO DRS INC Industrials 3.0 $102.0 $34.00 +31.0%
3305 EHAB ENHABIT INC Healthcare 11.0 $101.0 $9.18 +50.3%
3306 ARKF ARK ETF TR 2.0 $95.0 NEW $47.50 -13.1%
3307 IIIN INSTEEL INDS INC Industrials 3.0 $95.0 $31.67 -17.2%
3308 BLBD BLUE BIRD CORP Consumer Cyclical 2.0 $94.0 $47.00 +37.9%
3309 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 7.0 $93.0 $13.29 -4.5%
3310 SPFF GLOBAL X FDS 10.0 $93.0 $9.30 +1.1%
3311 ADMA ADMA BIOLOGICS INC Healthcare 5.0 $91.0 $18.20 -53.5%
3312 ARMOUR RESIDENTIAL REIT INC 5.0 $88.0 $17.60
3313 DIV GLOBAL X FDS 5.0 $87.0 $17.40 +12.1%
3314 ALTL PACER FDS TR 2.0 $86.0 $43.00 +7.0%
3315 HAFC HANMI FINL CORP Financial Services 3.0 $81.0 NEW $27.00 +12.3%
3316 QAI NEW YORK LIFE INVESTMENTS ET 2.0 $80.0 $40.00 -9.9%
3317 CAAP CORPORACION AMER ARPTS S A Industrials 3.0 $78.0 $26.00 -2.8%
3318 NWL NEWELL BRANDS INC Consumer Defensive 21.0 $77.0 -56.0 -72.7% $3.67 -2.4%
3319 WDIV SPDR INDEX SHS FDS 1.0 $75.0 $75.00 +8.8%
3320 UNG UNITED STS NAT GAS FD LP Financial Services 6.0 $74.0 $12.33 -6.8%
Page 166 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%