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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 20 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AMT AMERICAN TOWER CORP NEW Real Estate 88,821.0 $15.6M 0.03% -4K -4.4% $175.57 +4.7%
382 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 54,235.0 $15.6M 0.03% -2K -3.1% $287.25 +12.4%
383 SAP SAP SE Technology 63,618.0 $15.5M 0.03% +734.0 +1.2% $242.91 -25.9%
384 LAMR LAMAR ADVERTISING CO NEW Real Estate 121,623.0 $15.4M 0.03% +19K +18.9% $126.58 +20.6%
385 CTA SIMPLIFY EXCHANGE TRADED FUN 563,943.0 $15.4M 0.03% NEW $27.26 +13.5%
386 IBM INTERNATIONAL BUSINESS MACHS Technology 51,667.0 $15.3M 0.03% +694.0 +1.4% $296.21 -14.6%
387 ETN EATON CORP PLC Industrials 48,032.0 $15.3M 0.03% +3K +5.7% $318.51 +19.8%
388 TFC TRUIST FINL CORP Financial Services 307,386.0 $15.1M 0.03% +41K +15.2% $49.21 -2.5%
389 COOPER COS INC 184,410.0 $15.1M 0.03% +32K +21.0% $81.96
390 MFC MANULIFE FINL CORP Financial Services 415,353.0 $15.1M 0.03% -205K -33.1% $36.28 +7.6%
391 IXUS ISHARES TR 213,277.0 $15.0M 0.03% +7K +3.3% $70.44 +35.1%
392 UNP UNION PAC CORP Industrials 64,774.0 $15.0M 0.03% +4K +5.8% $231.32 +14.9%
393 HOOD ROBINHOOD MKTS INC Financial Services 132,448.0 $15.0M 0.03% -14K -9.6% $113.10 -32.9%
394 DE DEERE & CO Industrials 32,152.0 $15.0M 0.03% $465.57 +14.1%
395 HODL VANECK BITCOIN ETF 604,349.0 $14.9M 0.03% +282K +87.7% $24.73 -11.2%
396 EMLC VANECK ETF TRUST 572,025.0 $14.8M 0.03% +243K +73.8% $25.82 -1.9%
397 MAS MASCO CORP Industrials 232,433.0 $14.8M 0.03% +34K +17.2% $63.46 +5.8%
398 JPHY J P MORGAN EXCHANGE TRADED F 289,374.0 $14.6M 0.03% NEW $50.59 -0.4%
399 ATO ATMOS ENERGY CORP Utilities 87,011.0 $14.6M 0.03% -23K -21.1% $167.63 +5.9%
400 ESPO VANECK ETF TRUST 140,427.0 $14.5M 0.03% +37K +35.9% $103.61 -14.0%
Page 20 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%