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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 22 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FSEP FIRST TR EXCHNG TRADED FD VI 251,276.0 $13.0M 0.03% +34K +15.7% $51.56 +5.9%
422 FFEB FIRST TR EXCHNG TRADED FD VI 228,734.0 $13.0M 0.03% +30K +15.1% $56.62 +7.1%
423 FJUL FIRST TR EXCHNG TRADED FD VI 231,595.0 $12.9M 0.03% +31K +15.3% $55.92 +5.3%
424 OEF ISHARES TR 37,723.0 $12.9M 0.03% +3K +8.8% $342.97 +8.2%
425 FMAY FIRST TR EXCHNG TRADED FD VI 242,038.0 $12.9M 0.03% +33K +15.9% $53.45 +4.6%
426 FNOV FIRST TR EXCHNG TRADED FD VI 235,755.0 $12.9M 0.03% +28K +13.7% $54.83 +5.8%
427 FJUN FIRST TR EXCHNG TRADED FD VI 226,500.0 $12.9M 0.03% +31K +15.9% $57.06 +4.5%
428 FAUG FIRST TR EXCHNG TRADED FD VI 243,858.0 $12.9M 0.03% +32K +15.2% $52.95 +5.7%
429 MMM 3M CO Industrials 80,501.0 $12.9M 0.03% +7K +9.2% $160.10 -4.8%
430 FMAR FIRST TR EXCHNG TRADED FD VI 271,438.0 $12.9M 0.03% +38K +16.2% $47.47 +9.5%
431 FAPR FIRST TR EXCHNG TRADED FD VI 289,348.0 $12.9M 0.03% +41K +16.7% $44.42 +4.6%
432 HYEM VANECK ETF TRUST 644,486.0 $12.8M 0.03% +19K +3.1% $19.89 +0.7%
433 H HYATT HOTELS CORP Consumer Cyclical 79,670.0 $12.8M 0.03% -630.0 -0.8% $160.32 +8.6%
434 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 342,270.0 $12.7M 0.03% -156K -31.3% $37.00 -11.1%
435 SRLN SSGA ACTIVE ETF TR 305,580.0 $12.6M 0.03% -7K -2.1% $41.27 -2.0%
436 TRUT VANECK ETF TRUST 475,988.0 $12.6M 0.03% NEW $26.47 +17.5%
437 RAAX VANECK ETF TRUST 360,647.0 $12.6M 0.03% +360K +10000.0% $34.93 +19.2%
438 ALL ALLSTATE CORP Financial Services 60,155.0 $12.5M 0.03% +9K +17.8% $208.15 +4.1%
439 FTGS FIRST TR EXCHANGE-TRADED FD 354,154.0 $12.5M 0.03% +20K +5.9% $35.35 +3.9%
440 IBB ISHARES TR 74,029.0 $12.5M 0.03% +74K +10000.0% $168.77 +0.0%
Page 22 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%