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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 25 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CGNG CAPITAL GROUP NEW GEOGRAPHY 330,667.0 $10.6M 0.02% +101K +44.1% $31.93 +11.4%
482 VRSK VERISK ANALYTICS INC Industrials 47,092.0 $10.5M 0.02% +38K +397.0% $223.69 -23.5%
483 WMB WILLIAMS COS INC Energy 174,289.0 $10.5M 0.02% +20K +13.2% $60.11 +30.5%
484 BKHY BNY MELLON ETF TRUST 217,752.0 $10.5M 0.02% -170K -43.8% $48.07 -1.2%
485 ECL ECOLAB INC Basic Materials 39,784.0 $10.4M 0.02% +5K +13.2% $262.52 -3.5%
486 PLD PROLOGIS INC. Real Estate 81,385.0 $10.4M 0.02% +2K +2.6% $127.66 +14.3%
487 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 70,295.0 $10.3M 0.02% +16K +28.9% $146.58 -11.3%
488 VCR VANGUARD WORLD FD 26,022.0 $10.3M 0.02% +5K +24.9% $393.92 +0.2%
489 BX BLACKSTONE INC Financial Services 66,478.0 $10.2M 0.02% -10K -13.4% $154.14 -23.1%
490 RDDT REDDIT INC Communication Services 44,544.0 $10.2M 0.02% +2K +5.5% $229.87 -38.4%
491 FVD FIRST TR EXCHANGE-TRADED FD 222,029.0 $10.2M 0.02% +10K +4.6% $46.08 +3.9%
492 DGRO ISHARES TR 147,088.0 $10.2M 0.02% $69.42 +7.8%
493 RMBS RAMBUS INC DEL Technology 110,754.0 $10.2M 0.02% -10K -8.6% $91.89 +55.6%
494 BSX BOSTON SCIENTIFIC CORP Healthcare 106,409.0 $10.1M 0.02% -9K -8.0% $95.35 -39.4%
495 HCA HCA HEALTHCARE INC Healthcare 21,548.0 $10.1M 0.02% +10K +89.0% $466.86 -15.6%
496 KKR KKR & CO INC Financial Services 78,453.0 $10.0M 0.02% -2K -2.8% $127.48 -26.2%
497 VRSN VERISIGN INC Technology 41,144.0 $10.0M 0.02% +6K +16.7% $242.95 +27.6%
498 TTAN SERVICETITAN INC Technology 93,778.0 $10.0M 0.02% +86K +1087.4% $106.50 -40.7%
499 BIO BIO RAD LABS INC Healthcare 32,765.0 $9.9M 0.02% +4K +13.7% $302.99 -5.0%
500 JIVE J P MORGAN EXCHANGE TRADED F 121,691.0 $9.8M 0.02% +18K +17.0% $80.28 +14.2%
Page 25 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%