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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 19 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CEG CONSTELLATION ENERGY CORP Utilities 45,150.0 $14.9M 0.03% NEW $329.07 -10.6%
362 TMO THERMO FISHER SCIENTIFIC INC Healthcare 30,631.0 $14.9M 0.03% NEW $485.02 -7.6%
363 MRK MERCK & CO INC Healthcare 176,918.0 $14.8M 0.03% NEW $83.93 +45.8%
364 MCD MCDONALDS CORP Consumer Cyclical 48,812.0 $14.8M 0.03% NEW $303.89 -7.1%
365 LMBS FIRST TR EXCHANGE-TRADED FD 297,522.0 $14.8M 0.03% NEW $49.79 -0.3%
366 ADSK AUTODESK INC Technology 46,332.0 $14.7M 0.03% NEW $317.67 -24.1%
367 DE DEERE & CO Industrials 32,150.0 $14.7M 0.03% NEW $457.26 +15.7%
368 INGERSOLL RAND INC 177,879.0 $14.7M 0.03% NEW $82.62
369 QUAL ISHARES TR 75,444.0 $14.7M 0.03% NEW $194.50 +10.2%
370 FISV FISERV INC Technology 112,984.0 $14.6M 0.03% NEW $128.93 -55.7%
371 IXUS ISHARES TR 206,385.0 $14.5M 0.03% NEW $70.44 +34.9%
372 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 55,979.0 $14.5M 0.03% NEW $259.44 +23.8%
373 UNP UNION PAC CORP Industrials 61,194.0 $14.5M 0.03% NEW $236.37 +12.5%
374 XLU SELECT SECTOR SPDR TR 165,106.0 $14.4M 0.03% NEW $87.21 -48.0%
375 IBM INTERNATIONAL BUSINESS MACHS Technology 50,973.0 $14.4M 0.03% NEW $282.16 -10.0%
376 EOG EOG RES INC Energy 128,059.0 $14.4M 0.03% NEW $112.12 +26.0%
377 MAS MASCO CORP Industrials 198,255.0 $14.0M 0.03% NEW $70.39 -4.4%
378 IWS ISHARES TR 98,487.0 $13.8M 0.03% NEW $139.67 +13.6%
379 EMHC SPDR SER TR 545,983.0 $13.8M 0.03% NEW $25.19 -0.5%
380 XIDV FRANKLIN TEMPLETON ETF TR 424,247.0 $13.7M 0.03% NEW $32.30 +18.4%
Page 19 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%