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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 29 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MELI MERCADOLIBRE INC Consumer Cyclical 3,715.0 $7.5M 0.01% +175.0 +4.9% $2014.10 -17.4%
562 DES WISDOMTREE TR 222,621.0 $7.4M 0.01% +5K +2.5% $33.45 +15.1%
563 MATX MATSON INC Industrials 60,107.0 $7.4M 0.01% -7K -10.7% $123.55 +47.2%
564 CMS CMS ENERGY CORP Utilities 106,141.0 $7.4M 0.01% -3K -2.5% $69.93 +6.6%
565 IGEB ISHARES TR 161,317.0 $7.4M 0.01% +3K +2.0% $45.66 -1.7%
566 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 81,837.0 $7.4M 0.01% +2K +2.5% $89.92 +4.1%
567 DG DOLLAR GEN CORP NEW Consumer Defensive 55,014.0 $7.3M 0.01% +23K +70.4% $132.77 -20.4%
568 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 188,510.0 $7.3M 0.01% +188K +10000.0% $38.73 -13.4%
569 TRP TC ENERGY CORP Energy 131,944.0 $7.3M 0.01% +12K +9.7% $55.01 +28.9%
570 ORI OLD REP INTL CORP Financial Services 157,946.0 $7.2M 0.01% +13K +8.8% $45.64 -13.8%
571 GMAB GENMAB A/S Healthcare 233,852.0 $7.2M 0.01% +225K +2423.8% $30.80 -12.8%
572 ARM ARM HOLDINGS PLC Technology 65,478.0 $7.2M 0.01% -2K -3.3% $109.31 +180.4%
573 SUSC ISHARES TR 304,499.0 $7.1M 0.01% +8K +2.6% $23.38 -1.6%
574 FTCS FIRST TR EXCHANGE-TRADED FD 76,916.0 $7.1M 0.01% +3K +4.2% $92.51 +2.2%
575 BLD TOPBUILD CORP Industrials 16,934.0 $7.1M 0.01% -565.0 -3.2% $417.19 -2.2%
576 HUBS HUBSPOT INC Technology 17,473.0 $7.0M 0.01% +4K +30.9% $401.29 -49.7%
577 HMC HONDA MOTOR LTD Consumer Cyclical 236,540.0 $7.0M 0.01% +5K +2.2% $29.48 -10.2%
578 TRV TRAVELERS COMPANIES INC Financial Services 24,009.0 $7.0M 0.01% +4K +21.8% $290.06 +5.7%
579 DOC HEALTHPEAK PROPERTIES INC Real Estate 432,796.0 $7.0M 0.01% +33K +8.4% $16.08 +22.7%
580 SIVR ABRDN SILVER ETF TRUST Financial Services 102,825.0 $7.0M 0.01% +82K +386.6% $67.64 +6.2%
Page 29 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%