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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 40 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 19,321.0 $2.7M 0.01% -915.0 -4.5% $141.83 +9.8%
782 IJH ISHARES TR 41,474.0 $2.7M 0.01% +5K +12.8% $66.00 +13.1%
783 LECO LINCOLN ELEC HLDGS INC Industrials 11,390.0 $2.7M 0.01% -455.0 -3.8% $239.64 +10.7%
784 RKT ROCKET COS INC Financial Services 139,868.0 $2.7M 0.01% +140K +10000.0% $19.36 -27.5%
785 FLTB FIDELITY MERRIMACK STR TR 53,429.0 $2.7M 0.01% -4K -7.3% $50.66 -0.8%
786 ITOT ISHARES TR 18,168.0 $2.7M 0.01% $148.69 +10.4%
787 EVUS ISHARES TR 83,970.0 $2.7M 0.01% +31K +59.8% $32.04 +9.9%
788 STOT SSGA ACTIVE TR 56,196.0 $2.7M 0.01% -18K -24.5% $47.28 -0.5%
789 CGMS CAPITAL GRP FIXED INCM ETF T 95,419.0 $2.6M 0.01% -194K -67.1% $27.62 -0.3%
790 PPG PPG INDS INC Basic Materials 25,474.0 $2.6M 0.01% +4K +19.3% $102.46 +6.9%
791 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 25,592.0 $2.6M 0.01% +10K +61.3% $101.07 +20.6%
792 LYV LIVE NATION ENTERTAINMENT IN Communication Services 18,104.0 $2.6M 0.01% -187K -91.2% $142.50 +16.9%
793 WCC WESCO INTL INC Industrials 10,402.0 $2.5M 0.01% +173.0 +1.7% $244.64 +48.6%
794 FE FIRSTENERGY CORP Utilities 56,808.0 $2.5M 0.01% +3K +5.1% $44.77 +4.2%
795 CDW CDW CORP Technology 18,654.0 $2.5M 0.01% +17K +989.0% $136.20 -20.3%
796 UI UBIQUITI INC Technology 4,591.0 $2.5M 0.01% +837.0 +22.3% $553.35 +9.9%
797 ACWX ISHARES TR 37,711.0 $2.5M 0.01% +8K +24.9% $67.13 +14.1%
798 RWX SPDR INDEX SHS FDS 90,366.0 $2.5M 0.01% $28.00 -1.4%
799 WTFC WINTRUST FINL CORP Financial Services 18,075.0 $2.5M 0.01% -1K -6.4% $139.82 +7.2%
800 SEALED AIR CORP NEW 60,967.0 $2.5M 0.01% +2K +3.0% $41.43
Page 40 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%