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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 39 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EA ELECTRONIC ARTS INC Communication Services 14,844.0 $3.0M 0.01% -24K -61.9% $204.33 -1.6%
762 CVE CENOVUS ENERGY INC Energy 178,594.0 $3.0M 0.01% +15K +9.1% $16.92 +70.9%
763 EQT EQT CORP Energy 56,360.0 $3.0M 0.01% -3K -5.3% $53.60 +4.9%
764 DFIP DIMENSIONAL ETF TRUST 72,128.0 $3.0M 0.01% -908.0 -1.2% $41.56 +0.5%
765 HSY HERSHEY CO Consumer Defensive 16,351.0 $3.0M 0.01% +1K +7.7% $181.99 +5.0%
766 GHC GRAHAM HLDGS CO Consumer Defensive 2,708.0 $3.0M 0.01% +639.0 +30.9% $1098.44 +1.7%
767 PWR QUANTA SVCS INC Industrials 7,042.0 $3.0M 0.01% +991.0 +16.4% $422.04 +75.9%
768 RWR SPDR SERIES TRUST 30,095.0 $3.0M 0.01% -7K -18.4% $98.23 +13.9%
769 BUFT FIRST TR EXCHNG TRADED FD VI 119,747.0 $2.9M 0.01% -5K -3.9% $24.61 +5.1%
770 HPQ HP INC Technology 130,905.0 $2.9M 0.01% -28K -17.6% $22.28 +9.7%
771 DAL DELTA AIR LINES INC DEL Industrials 41,926.0 $2.9M 0.01% $69.40 +14.4%
772 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 150,140.0 $2.9M 0.01% +49K +47.8% $19.33 +18.6%
773 VDE VANGUARD WORLD FD 22,956.0 $2.9M 0.01% +1K +6.0% $125.92 +30.0%
774 CORT CORCEPT THERAPEUTICS INC Healthcare 82,098.0 $2.9M 0.01% +17K +26.8% $34.80 +73.4%
775 HAS HASBRO INC Consumer Cyclical 34,254.0 $2.8M 0.01% +214.0 +0.6% $82.00 +7.3%
776 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 4,810.0 $2.8M 0.01% -248.0 -4.9% $582.34 -10.0%
777 B BARRICK MNG CORP Basic Materials 64,047.0 $2.8M 0.01% +55K +589.8% $43.55 -3.3%
778 MDB MONGODB INC Technology 6,620.0 $2.8M 0.01% -368.0 -5.3% $419.69 -26.8%
779 KHC KRAFT HEINZ CO Consumer Defensive 114,222.0 $2.8M 0.01% +25K +28.2% $24.25 -1.6%
780 USSG DBX ETF TR 43,167.0 $2.7M 0.01% +336.0 +0.8% $63.50 +9.5%
Page 39 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%