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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 18 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SLV ISHARES SILVER TR Financial Services 288,666.0 $18.6M 0.04% +202K +233.3% $64.42 +7.8%
342 ALLE ALLEGION PLC Industrials 116,166.0 $18.5M 0.04% +19K +19.1% $159.22 -17.9%
343 MPWR MONOLITHIC PWR SYS INC Technology 20,327.0 $18.4M 0.04% -864.0 -4.1% $906.37 +72.3%
344 MRK MERCK & CO INC Healthcare 174,873.0 $18.4M 0.04% -2K -1.2% $105.26 +10.1%
345 MLM MARTIN MARIETTA MATLS INC Basic Materials 29,486.0 $18.4M 0.04% +2K +5.9% $622.66 -13.6%
346 AOR ISHARES TR 280,640.0 $18.2M 0.04% -3K -0.9% $65.01 +5.6%
347 CERY SPDR SERIES TRUST 636,289.0 $18.2M 0.04% -295K -31.7% $28.55 +31.0%
348 LYG LLOYDS BANKING GROUP PLC Financial Services 3,416,144.0 $18.1M 0.04% +660K +24.0% $5.30 +2.1%
349 NTES NETEASE INC Technology 130,869.0 $18.0M 0.04% +82K +169.5% $137.62 -16.9%
350 CEG CONSTELLATION ENERGY CORP Utilities 50,705.0 $17.9M 0.04% +6K +12.3% $353.27 -19.1%
351 LH LABCORP HOLDINGS INC Healthcare 71,373.0 $17.9M 0.04% +2K +3.4% $250.88 +1.9%
352 DEM WISDOMTREE TR 382,581.0 $17.9M 0.04% +5K +1.2% $46.71 +15.0%
353 GILD GILEAD SCIENCES INC Healthcare 144,683.0 $17.8M 0.04% -11K -7.3% $122.74 +6.3%
354 FAAR FIRST TR EXCHANGE TRAD FD VI 648,775.0 $17.6M 0.04% +500K +335.0% $27.10 +25.6%
355 ICVT ISHARES TR 178,326.0 $17.6M 0.04% -36K -16.8% $98.50 +19.8%
356 NEE NEXTERA ENERGY INC Utilities 217,311.0 $17.4M 0.04% +12K +5.8% $80.28 +11.7%
357 VTEB VANGUARD MUN BD FDS 346,623.0 $17.4M 0.04% +6K +1.8% $50.29 -0.9%
358 IVW ISHARES TR 140,650.0 $17.3M 0.04% +7K +5.3% $123.26 +10.8%
359 GLD SPDR GOLD TR Financial Services 43,422.0 $17.2M 0.04% -6K -12.0% $396.31 +5.2%
360 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 227,506.0 $17.2M 0.04% +125K +121.5% $75.56 +7.1%
Page 18 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%