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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 37 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CW CURTISS WRIGHT CORP Industrials 6,842.0 $3.8M 0.01% -169.0 -2.4% $551.27 +36.2%
722 VALE VALE S A Basic Materials 289,337.0 $3.8M 0.01% +29K +10.9% $13.03 +26.6%
723 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 60,138.0 $3.8M 0.01% +60K +10000.0% $62.46 -4.1%
724 EVSD MORGAN STANLEY ETF TRUST 72,578.0 $3.7M 0.01% -23K -24.4% $51.44 -0.8%
725 HSBC HSBC HLDGS PLC Financial Services 47,456.0 $3.7M 0.01% +20K +74.6% $78.67 +19.2%
726 NEU NEWMARKET CORP Basic Materials 5,391.0 $3.7M 0.01% +1K +26.6% $687.26 +10.9%
727 INVA INNOVIVA INC Healthcare 185,319.0 $3.7M 0.01% +7K +3.9% $19.99 +13.5%
728 HYDB ISHARES TR 76,863.0 $3.6M 0.01% -140K -64.5% $47.35 -1.0%
729 DASH DOORDASH INC Communication Services 16,040.0 $3.6M 0.01% +2K +14.6% $226.47 -32.0%
730 UBS UBS GROUP AG Financial Services 78,004.0 $3.6M 0.01% +33K +73.5% $46.31 +3.2%
731 BGRN ISHARES TR 74,988.0 $3.6M 0.01% +4K +5.6% $47.94 -1.1%
732 BAX BAXTER INTL INC Healthcare 187,223.0 $3.6M 0.01% +21K +12.8% $19.11 +1.4%
733 WST WEST PHARMACEUTICAL SVSC INC Healthcare 12,993.0 $3.6M 0.01% -2K -13.1% $275.14 +15.0%
734 DXUV DIMENSIONAL ETF TRUST 59,706.0 $3.6M 0.01% +8K +14.7% $59.78 +10.3%
735 VIG VANGUARD SPECIALIZED FUNDS 16,089.0 $3.5M 0.01% +9K +142.5% $219.78 +6.1%
736 MCHI ISHARES TR 58,277.0 $3.5M 0.01% -30K -33.6% $60.07 -6.6%
737 CIBR FIRST TR EXCHANGE TRADED FD 48,679.0 $3.5M 0.01% -9K -15.7% $71.45 +18.2%
738 CGSM CAPITAL GRP FIXED INCM ETF T 131,774.0 $3.5M 0.01% +13K +10.7% $26.34 -0.1%
739 BCS BARCLAYS PLC Financial Services 135,634.0 $3.5M 0.01% +54K +65.5% $25.45 -3.6%
740 SKYY FIRST TR EXCHANGE TRADED FD 26,344.0 $3.4M 0.01% +5K +23.6% $130.08 +2.7%
Page 37 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%