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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 34 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BWXT BWX TECHNOLOGIES INC Industrials 23,458.0 $4.3M 0.01% NEW $184.37 +11.1%
662 HPQ HP INC Technology 158,773.0 $4.3M 0.01% NEW $27.23 -10.7%
663 FIRST TR EXCH TRADED FD III 61,346.0 $4.3M 0.01% NEW $69.95
664 EME EMCOR GROUP INC Industrials 6,606.0 $4.3M 0.01% NEW $649.54 +33.9%
665 FTSL FIRST TR EXCHANGE-TRADED FD 93,582.0 $4.3M 0.01% NEW $45.84 -2.1%
666 CGBL CAPITAL GROUP CORE BALANCED 122,948.0 $4.3M 0.01% NEW $34.72 +8.0%
667 NYF ISHARES TR 78,408.0 $4.2M 0.01% NEW $53.35 -0.0%
668 IVVW ISHARES TR 89,410.0 $4.2M 0.01% NEW $46.57 -3.8%
669 HEICO CORP NEW 16,314.0 $4.1M 0.01% NEW $254.09
670 ESGE ISHARES INC 94,748.0 $4.1M 0.01% NEW $43.42 +25.2%
671 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 48,922.0 $4.1M 0.01% NEW $83.34 -42.2%
672 VXUS VANGUARD STAR FDS 55,466.0 $4.1M 0.01% NEW $73.46 +17.1%
673 TKO TKO GROUP HOLDINGS INC Communication Services 20,153.0 $4.1M 0.01% NEW $201.96 -5.1%
674 TCOM TRIP COM GROUP LTD Consumer Cyclical 53,951.0 $4.1M 0.01% NEW $75.20 -36.9%
675 PRDO PERDOCEO ED CORP Consumer Defensive 106,171.0 $4.0M 0.01% NEW $37.66 -9.7%
676 EVRG EVERGY INC Utilities 52,427.0 $4.0M 0.01% NEW $76.02 +10.6%
677 WST WEST PHARMACEUTICAL SVSC INC Healthcare 14,944.0 $3.9M 0.01% NEW $262.33 +21.7%
678 CNK CINEMARK HLDGS INC Communication Services 139,793.0 $3.9M 0.01% NEW $28.02 -5.0%
679 POWL POWELL INDS INC Industrials 12,817.0 $3.9M 0.01% NEW $304.81 -5.0%
680 DLN WISDOMTREE TR 44,871.0 $3.9M 0.01% NEW $87.03 +10.6%
Page 34 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%