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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 31 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ACN ACCENTURE PLC IRELAND Technology 24,310.0 $6.5M 0.01% -2K -9.3% $268.30 -34.8%
602 SPYG SPDR SERIES TRUST 60,991.0 $6.5M 0.01% -53K -46.4% $106.70 +12.1%
603 MPC MARATHON PETE CORP Energy 39,982.0 $6.5M 0.01% +2K +4.8% $162.63 +58.1%
604 FSTA FIDELITY COVINGTON TRUST 131,511.0 $6.5M 0.01% +11K +9.4% $49.19 +7.5%
605 CHRW C H ROBINSON WORLDWIDE INC Industrials 39,960.0 $6.4M 0.01% +39K +6898.2% $160.76 +10.2%
606 LOGI LOGITECH INTL S A Technology 64,022.0 $6.4M 0.01% +7K +13.0% $100.22 +10.7%
607 ES EVERSOURCE ENERGY Utilities 95,152.0 $6.4M 0.01% +14K +17.5% $67.33 +3.9%
608 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 16,033.0 $6.4M 0.01% +4K +34.5% $397.65 -25.2%
609 HDEF DBX ETF TR 204,917.0 $6.4M 0.01% -2K -1.1% $30.99 +7.4%
610 EBND SPDR SERIES TRUST 297,026.0 $6.3M 0.01% +4K +1.5% $21.37 -2.1%
611 SHEL SHELL PLC Energy 86,319.0 $6.3M 0.01% +7K +8.4% $73.48 +17.7%
612 TIPX SPDR SERIES TRUST 331,994.0 $6.3M 0.01% -4K -1.2% $19.08 +0.3%
613 TT TRANE TECHNOLOGIES PLC Industrials 16,226.0 $6.3M 0.01% $389.19 +18.6%
614 CLS CELESTICA INC Technology 21,230.0 $6.3M 0.01% +4K +20.6% $295.61 +25.5%
615 AXON AXON ENTERPRISE INC Industrials 11,048.0 $6.3M 0.01% +996.0 +9.9% $567.93 -31.3%
616 BAP CREDICORP LTD Financial Services 21,820.0 $6.3M 0.01% +2K +8.4% $287.00 +18.1%
617 JEPQ J P MORGAN EXCHANGE TRADED F 107,405.0 $6.2M 0.01% +8K +7.6% $58.12 +4.2%
618 SNPS SYNOPSYS INC Technology 13,276.0 $6.2M 0.01% -3K -16.7% $469.72 +13.6%
619 IWS ISHARES TR 44,101.0 $6.2M 0.01% -54K -55.2% $141.05 +13.5%
620 FEM FIRST TR EXCH TRD ALPHDX FD 227,389.0 $6.2M 0.01% +8K +3.6% $27.35 +21.5%
Page 31 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%