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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 21 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DUK DUKE ENERGY CORP NEW Utilities 123,669.0 $14.5M 0.03% +16K +14.6% $117.21 +7.2%
402 XIDV FRANKLIN TEMPLETON ETF TR 424,202.0 $14.4M 0.03% $34.05 +12.3%
403 DFGX DIMENSIONAL ETF TRUST 274,055.0 $14.4M 0.03% -5K -1.8% $52.64 +0.4%
404 RDVY FIRST TR EXCHANGE TRADED FD 203,188.0 $14.1M 0.03% +5K +2.6% $69.47 +8.3%
405 PBR PETROLEO BRASILEIRO SA PETRO Energy 1,174,976.0 $13.9M 0.03% +94K +8.7% $11.85 +67.9%
406 NVMI NOVA LTD Technology 42,383.0 $13.9M 0.03% +2K +5.6% $328.39 +53.3%
407 SFM SPROUTS FMRS MKT INC Consumer Defensive 174,322.0 $13.9M 0.03% -711K -80.3% $79.67 +8.8%
408 MSI MOTOROLA SOLUTIONS INC Technology 36,224.0 $13.9M 0.03% -824.0 -2.2% $383.32 +5.4%
409 EMHC SPDR SERIES TRUST 539,558.0 $13.7M 0.03% -6K -1.2% $25.46 -1.5%
410 IGM ISHARES TR 105,417.0 $13.6M 0.03% -90K -46.1% $129.16 +21.7%
411 DOCU DOCUSIGN INC Technology 198,427.0 $13.6M 0.03% -372K -65.2% $68.40 -27.6%
412 FTCB FIRST TR EXCHANGE-TRADED FD 634,428.0 $13.5M 0.03% +112K +21.4% $21.23 -2.4%
413 DFAU DIMENSIONAL ETF TRUST 286,305.0 $13.4M 0.03% -8K -2.8% $46.80 +9.5%
414 QLTA ISHARES TR 272,273.0 $13.1M 0.03% -211K -43.7% $48.09 -1.7%
415 FJAN FIRST TR EXCHNG TRADED FD VI 252,229.0 $13.1M 0.03% +32K +14.7% $51.75 +5.8%
416 FDN FIRST TR EXCHANGE-TRADED FD 48,489.0 $13.1M 0.03% +6K +13.0% $269.18 +1.7%
417 FDEC FIRST TR EXCHNG TRADED FD VI 254,747.0 $13.0M 0.03% +32K +14.2% $51.18 +5.6%
418 RSG REPUBLIC SVCS INC Industrials 61,478.0 $13.0M 0.03% +7K +13.8% $211.93 -1.4%
419 CSX CSX CORP Industrials 357,651.0 $13.0M 0.03% +11K +3.2% $36.25 +25.6%
420 FOCT FIRST TR EXCHNG TRADED FD VI 264,638.0 $13.0M 0.03% +31K +13.4% $48.99 +5.9%
Page 21 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%