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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 34 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 KEP KOREA ELEC PWR CORP Utilities 293,704.0 $4.8M 0.01% -58K -16.5% $16.50 -17.2%
662 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 118,232.0 $4.8M 0.01% NEW $40.84 -13.2%
663 ESGE ISHARES INC 108,665.0 $4.8M 0.01% +14K +14.7% $44.17 +23.0%
664 O REALTY INCOME CORP Real Estate 85,054.0 $4.8M 0.01% +691.0 +0.8% $56.37 +10.7%
665 IVE ISHARES TR 22,567.0 $4.8M 0.01% +5K +30.3% $212.07 +7.4%
666 TPSC TIMOTHY PLAN 115,240.0 $4.8M 0.01% +4K +3.9% $41.45 +10.0%
667 AME AMETEK INC Industrials 23,168.0 $4.8M 0.01% -45K -66.2% $205.31 +11.5%
668 IWN ISHARES TR 26,148.0 $4.7M 0.01% -31K -53.9% $181.21 +18.2%
669 POWL POWELL INDS INC Industrials 14,858.0 $4.7M 0.01% +2K +15.9% $318.78 -9.8%
670 TIGO MILLICOM INTL CELLULAR S A Communication Services 85,059.0 $4.7M 0.01% +20K +31.1% $55.44 +49.1%
671 AON AON PLC Financial Services 13,321.0 $4.7M 0.01% +696.0 +5.5% $352.89 -9.4%
672 CTVA CORTEVA INC Basic Materials 69,797.0 $4.7M 0.01% -3K -3.6% $67.03 +18.6%
673 NYF ISHARES TR 86,957.0 $4.7M 0.01% +9K +10.9% $53.51 -0.3%
674 BCC BOISE CASCADE CO DEL Basic Materials 62,742.0 $4.6M 0.01% -8K -11.6% $73.60 -7.7%
675 LHX L3HARRIS TECHNOLOGIES INC Industrials 15,714.0 $4.6M 0.01% +4K +30.2% $293.58 +6.3%
676 TKO TKO GROUP HOLDINGS INC Communication Services 21,985.0 $4.6M 0.01% +2K +9.1% $209.00 -9.5%
677 FIXD FIRST TR EXCHNG TRADED FD VI 102,817.0 $4.6M 0.01% +2K +1.6% $44.32 -2.0%
678 HEICO CORP NEW 17,908.0 $4.5M 0.01% +2K +9.8% $252.43
679 BWX SPDR SERIES TRUST 200,518.0 $4.5M 0.01% +162K +423.1% $22.53 -2.2%
680 MTB M & T BK CORP Financial Services 22,344.0 $4.5M 0.01% -24K -52.1% $201.48 +6.9%
Page 34 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%