BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 4 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR ISHARES TR 1,156,422.0 $139.0M 0.28% +228K +24.5% $120.18 +13.4%
62 IDEV ISHARES TR 1,678,675.0 $138.5M 0.28% +42K +2.6% $82.48 +8.9%
63 BIL SPDR SERIES TRUST 1,460,447.0 $133.5M 0.27% +234K +19.1% $91.38 +0.2%
64 IEUR ISHARES TR 1,879,298.0 $133.4M 0.27% -87K -4.4% $70.98 +6.6%
65 MA MASTERCARD INCORPORATED Financial Services 229,299.0 $130.9M 0.27% +10K +4.5% $570.88 -12.5%
66 EMB ISHARES TR 1,328,336.0 $127.9M 0.26% -310K -18.9% $96.28 -1.3%
67 AGG ISHARES TR 1,265,868.0 $126.4M 0.26% +793K +167.6% $99.88 -1.5%
68 TLT ISHARES TR 1,430,487.0 $124.7M 0.25% -198K -12.1% $87.16 -3.4%
69 TIP ISHARES TR 1,108,502.0 $121.8M 0.25% -192K -14.8% $109.91 +0.4%
70 MRSH MARSH & MCLENNAN COS INC Financial Services 645,728.0 $119.8M 0.24% -43K -6.2% $185.52 -11.0%
71 BERKSHIRE HATHAWAY INC DEL 230,428.0 $115.8M 0.24% +36K +18.8% $502.65
72 QCOM QUALCOMM INC Technology 656,233.0 $112.2M 0.23% +11K +1.8% $171.05 +18.4%
73 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 401,886.0 $112.1M 0.23% -13K -3.1% $278.92 -9.0%
74 LQD ISHARES TR 1,016,015.0 $112.0M 0.23% -158K -13.5% $110.19 -1.8%
75 JIRE J P MORGAN EXCHANGE TRADED F 1,490,268.0 $111.6M 0.23% -87K -5.5% $74.88 +7.9%
76 CMCSA COMCAST CORP NEW Communication Services 3,693,832.0 $110.4M 0.23% +257K +7.5% $29.89 -16.1%
77 VCRB VANGUARD MALVERN FDS 1,360,608.0 $106.0M 0.22% +63K +4.9% $77.90 -1.5%
78 VCIT VANGUARD SCOTTSDALE FDS 1,240,532.0 $103.9M 0.21% $83.75 -1.9%
79 VSS VANGUARD INTL EQUITY INDEX F 721,353.0 $103.4M 0.21% -13K -1.8% $143.33 +10.7%
80 DYNF BLACKROCK ETF TRUST 1,692,264.0 $102.9M 0.21% +43K +2.6% $60.81 +9.4%
Page 4 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%