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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 35 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 USXF ISHARES TR 77,523.0 $4.5M 0.01% $57.58 +17.2%
682 FIIG FIRST TR EXCHANGE-TRADED FD 209,584.0 $4.4M 0.01% $21.20 -2.6%
683 AIRR FIRST TR EXCHANGE TRADED FD 45,092.0 $4.4M 0.01% +14K +43.0% $98.32 +30.5%
684 TCOM TRIP COM GROUP LTD Consumer Cyclical 61,355.0 $4.4M 0.01% +7K +13.7% $71.91 -34.2%
685 FCX FREEPORT-MCMORAN INC Basic Materials 85,170.0 $4.3M 0.01% -41K -32.5% $50.79 +26.7%
686 IWO ISHARES TR 13,383.0 $4.3M 0.01% -13K -48.6% $323.01 +17.5%
687 TEGNA INC 221,714.0 $4.3M 0.01% +3K +1.5% $19.41
688 DDOG DATADOG INC Technology 31,476.0 $4.3M 0.01% -9K -22.5% $135.99 +64.5%
689 FISV FISERV INC Technology 62,767.0 $4.2M 0.01% -50K -44.5% $67.17 -17.2%
690 EFX EQUIFAX INC Industrials 19,334.0 $4.2M 0.01% +2K +11.3% $216.98 -25.0%
691 NUDM NUSHARES ETF TR 115,411.0 $4.2M 0.01% -773.0 -0.7% $36.21 +8.6%
692 NUBD NUSHARES ETF TR 185,683.0 $4.2M 0.01% +12K +6.9% $22.35 -1.2%
693 FROG JFROG LTD Technology 66,398.0 $4.1M 0.01% -5K -7.4% $62.46 +16.9%
694 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 64,675.0 $4.1M 0.01% +7K +12.5% $64.04 +28.8%
695 CART MAPLEBEAR INC Consumer Cyclical 91,643.0 $4.1M 0.01% -2K -2.0% $44.98 -9.9%
696 VRIG INVESCO ACTIVELY MANAGED EXC 164,140.0 $4.1M 0.01% -17K -9.2% $25.10 -0.2%
697 HYLS FIRST TR EXCHANGE-TRADED FD 97,765.0 $4.1M 0.01% +19K +24.9% $41.86 -2.4%
698 HBAN HUNTINGTON BANCSHARES INC Financial Services 235,489.0 $4.1M 0.01% -16K -6.4% $17.35 -7.4%
699 IVVW ISHARES TR 89,580.0 $4.1M 0.01% $45.53 -1.6%
700 NGG NATIONAL GRID PLC Utilities 52,647.0 $4.1M 0.01% +3K +5.7% $77.35 +13.4%
Page 35 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%