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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 167 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 FCG FIRST TR EXCHANGE-TRADED FD 3.0 $70.0 $23.33 +29.4%
3322 CDL VICTORY PORTFOLIOS II 1.0 $69.0 $69.00 +10.5%
3323 DBC INVESCO DB COMMDY INDX TRCK Financial Services 3.0 $67.0 $22.33 +37.5%
3324 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 5.0 $66.0 -1.0 -16.7% $13.20 -39.8%
3325 CSWC CAPITAL SOUTHWEST CORP Financial Services 3.0 $66.0 $22.00 +4.9%
3326 REX REX AMERICAN RES CORP Basic Materials 2.0 $65.0 NEW $32.50 +50.1%
3327 RSKD RISKIFIED LTD Technology 13.0 $65.0 $5.00 -2.2%
3328 GEO GEO GROUP INC NEW Industrials 4.0 $64.0 $16.00 +44.4%
3329 UNIT UNITI GROUP LLC Real Estate 9.0 $63.0 $7.00 +56.4%
3330 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 9.0 $61.0 $6.78 -3.7%
3331 BBWI BATH & BODY WORKS INC Consumer Cyclical 3.0 $60.0 -15.0 -83.3% $20.00 -13.4%
3332 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 200.0 $60.0 $0.30 +11.1%
3333 RMR RMR GROUP INC Real Estate 4.0 $60.0 $15.00 +32.1%
3334 PENN PENN ENTERTAINMENT INC Consumer Cyclical 4.0 $59.0 NEW $14.75 +13.2%
3335 NSA NATIONAL STORAGE AFFILIATES Real Estate 2.0 $56.0 NEW $28.00 +52.8%
3336 EL PASO ENERGY CAP TR I 1.0 $49.0 NEW $49.00
3337 FCOR FIDELITY MERRIMACK STR TR 1.0 $48.0 NEW $48.00 -2.0%
3338 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 3.0 $47.0 $15.67 -7.4%
3339 GALAXY DIGITAL INC. 2.0 $45.0 -14.0 -87.5% $22.50
3340 EFR EATON VANCE SR FLTNG RTE TR Financial Services 4.0 $45.0 -14.0 -77.8% $11.25 -6.7%
Page 167 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%