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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 38 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 INGERSOLL RAND INC 43,155.0 $3.4M 0.01% -135K -75.7% $79.22
742 TECK TECK RESOURCES LTD Basic Materials 70,918.0 $3.4M 0.01% +2K +2.8% $47.89 +36.2%
743 PRDO PERDOCEO ED CORP Consumer Defensive 114,534.0 $3.4M 0.01% +8K +7.9% $29.33 +15.5%
744 HUBB HUBBELL INC Industrials 7,471.0 $3.3M 0.01% -277.0 -3.6% $444.12 +7.6%
745 SF STIFEL FINL CORP Financial Services 26,367.0 $3.3M 0.01% -1K -5.2% $125.22 -42.0%
746 IGF ISHARES TR 53,346.0 $3.3M 0.01% -1.3M -96.0% $61.36 +10.3%
747 COKE COCA COLA CONS INC Consumer Defensive 21,244.0 $3.3M 0.01% -2K -7.2% $153.30 +15.1%
748 TM TOYOTA MOTOR CORP Consumer Cyclical 15,193.0 $3.3M 0.01% +3K +19.8% $214.06 -11.2%
749 ITA ISHARES TR 15,010.0 $3.2M 0.01% +11K +314.8% $214.69 +6.9%
750 EFA ISHARES TR 33,348.0 $3.2M 0.01% +9K +34.3% $96.03 +9.5%
751 CTAS CINTAS CORP Industrials 16,802.0 $3.2M 0.01% +1K +9.5% $188.07 -9.0%
752 CRWD CROWDSTRIKE HLDGS INC Technology 6,726.0 $3.2M 0.01% +2K +36.9% $468.73 +43.3%
753 SLB SLB LIMITED Energy 80,572.0 $3.1M 0.01% +13K +18.4% $38.38 +51.1%
754 LMT LOCKHEED MARTIN CORP Industrials 6,383.0 $3.1M 0.01% +168.0 +2.7% $483.70 +10.2%
755 BCD ABRDN ETFS 99,534.0 $3.1M 0.01% NEW $30.96 +19.8%
756 PAYX PAYCHEX INC Industrials 27,461.0 $3.1M 0.01% +19K +230.6% $112.18 -15.5%
757 KBH KB HOME Consumer Cyclical 54,348.0 $3.1M 0.01% -4K -7.4% $56.41 -12.7%
758 LEIDOS HOLDINGS INC 16,920.0 $3.1M 0.01% +440.0 +2.7% $180.40
759 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 11,794.0 $3.1M 0.01% +3K +38.7% $258.65 +41.6%
760 VFH VANGUARD WORLD FD 22,768.0 $3.0M 0.01% +2K +11.3% $133.49 -4.6%
Page 38 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%