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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 18 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MSI MOTOROLA SOLUTIONS INC Technology 37,048.0 $16.9M 0.04% NEW $457.29 -12.5%
342 SNY SANOFI Healthcare 357,172.0 $16.9M 0.04% NEW $47.20 -5.4%
343 SAP SAP SE Technology 62,884.0 $16.8M 0.04% NEW $267.21 -32.7%
344 QQQ INVESCO QQQ TR Financial Services 27,894.0 $16.7M 0.04% NEW $600.37 +19.0%
345 LOW LOWES COS INC Consumer Cyclical 65,392.0 $16.4M 0.04% NEW $251.31 -13.5%
346 ABNB AIRBNB INC Consumer Cyclical 135,236.0 $16.4M 0.04% NEW $121.42 +10.6%
347 SMH VANECK ETF TRUST 50,007.0 $16.3M 0.04% NEW $326.36 +73.9%
348 PFFD GLOBAL X FDS 839,836.0 $16.3M 0.04% NEW $19.43 -3.2%
349 CGGR CAPITAL GROUP GROWTH ETF 367,501.0 $16.1M 0.04% NEW $43.92 +4.9%
350 IVW ISHARES TR 133,503.0 $16.1M 0.04% NEW $120.72 +13.2%
351 DFNM DIMENSIONAL ETF TRUST 335,038.0 $16.1M 0.03% NEW $47.98 -0.2%
352 TDIV FIRST TR EXCHANGE TRADED FD 161,148.0 $15.9M 0.03% NEW $98.59 +14.7%
353 APP APPLOVIN CORP Technology 21,870.0 $15.7M 0.03% NEW $718.53 -32.4%
354 GSK GSK PLC Healthcare 363,460.0 $15.7M 0.03% NEW $43.16 +19.4%
355 NOC NORTHROP GRUMMAN CORP Industrials 25,499.0 $15.5M 0.03% NEW $609.33 -9.5%
356 NEE NEXTERA ENERGY INC Utilities 205,497.0 $15.5M 0.03% NEW $75.49 +18.8%
357 UL UNILEVER PLC Consumer Defensive 261,392.0 $15.5M 0.03% NEW $59.28 -2.7%
358 FDIS FIDELITY COVINGTON TRUST 148,075.0 $15.2M 0.03% NEW $102.87 -0.9%
359 CGMM CAPITAL GROUP EQUITY ETF TR 534,638.0 $15.2M 0.03% NEW $28.39 +10.8%
360 DFGX DIMENSIONAL ETF TRUST 279,149.0 $15.1M 0.03% NEW $53.96 -2.2%
Page 18 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%