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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 32 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 O REALTY INCOME CORP Real Estate 84,363.0 $5.1M 0.01% NEW $60.79 +2.0%
622 INSM INSMED INC Healthcare 35,294.0 $5.1M 0.01% NEW $144.01 -26.1%
623 QWLD SPDR INDEX SHS FDS 35,658.0 $5.0M 0.01% NEW $140.43 +9.1%
624 BLV VANGUARD BD INDEX FDS 70,232.0 $5.0M 0.01% NEW $70.85 -3.6%
625 FCX FREEPORT-MCMORAN INC Basic Materials 126,124.0 $4.9M 0.01% NEW $39.22 +65.2%
626 EVSD MORGAN STANLEY ETF TRUST 95,969.0 $4.9M 0.01% NEW $51.40 -0.8%
627 CTVA CORTEVA INC Basic Materials 72,420.0 $4.9M 0.01% NEW $67.63 +18.4%
628 HON HONEYWELL INTL INC Industrials 23,184.0 $4.9M 0.01% NEW $210.50 +10.3%
629 HCA HCA HEALTHCARE INC Healthcare 11,398.0 $4.9M 0.01% NEW $426.19 -8.2%
630 ICICI BANK LIMITED 157,685.0 $4.8M 0.01% NEW $30.23
631 AXTA AXALTA COATING SYS LTD Basic Materials 166,230.0 $4.8M 0.01% NEW $28.62 +5.3%
632 FLUTTER ENTMT PLC 18,686.0 $4.7M 0.01% NEW $254.00
633 SPGI S&P GLOBAL INC Financial Services 9,751.0 $4.7M 0.01% NEW $486.71 -15.3%
634 IBD NORTHERN LTS FD TR IV 195,071.0 $4.7M 0.01% NEW $24.15 -1.4%
635 AEP AMERICAN ELEC PWR CO INC Utilities 41,751.0 $4.7M 0.01% NEW $112.50 +16.7%
636 ESNT ESSENT GROUP LTD Financial Services 73,588.0 $4.7M 0.01% NEW $63.56 -4.8%
637 TPSC TIMOTHY PLAN 110,893.0 $4.6M 0.01% NEW $41.57 +9.3%
638 BLES NORTHERN LTS FD TR IV 108,418.0 $4.6M 0.01% NEW $42.46 +13.8%
639 FMF FIRST TR EXCHANGE-TRADED FD 94,274.0 $4.6M 0.01% NEW $48.70 +5.9%
640 KEP KOREA ELEC PWR CORP Utilities 351,701.0 $4.6M 0.01% NEW $13.05 +4.1%
Page 32 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%