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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 42 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 AMCOR PLC 281,797.0 $2.4M 0.01% +40K +16.5% $8.34
822 SHLD GLOBAL X FDS 36,253.0 $2.3M 0.01% +5K +17.5% $64.79 +1.1%
823 HYXF ISHARES TR 49,568.0 $2.3M 0.01% +2K +4.5% $47.26 -1.2%
824 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 50,147.0 $2.3M 0.01% +800.0 +1.6% $46.69 -14.9%
825 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 7,101.0 $2.3M 0.01% +242.0 +3.5% $328.59 -22.6%
826 LQDH ISHARES U S ETF TR 24,869.0 $2.3M 0.01% -12K -31.7% $93.35 +0.1%
827 VCSH VANGUARD SCOTTSDALE FDS 28,953.0 $2.3M 0.01% -71K -71.2% $79.73 -0.9%
828 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 25,597.0 $2.3M 0.01% +5K +24.0% $89.92 -8.3%
829 BUNGE GLOBAL SA 25,793.0 $2.3M 0.01% +1K +5.1% $89.08
830 NDSN NORDSON CORP Industrials 9,448.0 $2.3M 0.01% -1K -11.2% $240.44 +19.3%
831 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 37,235.0 $2.3M 0.01% $60.61 +3.9%
832 IWB ISHARES TR 6,020.0 $2.2M 0.01% -126.0 -2.0% $373.46 +9.5%
833 LW LAMB WESTON HLDGS INC Consumer Defensive 53,278.0 $2.2M 0.01% +6K +11.8% $41.89 +2.7%
834 KDP KEURIG DR PEPPER INC Consumer Defensive 79,587.0 $2.2M 0.01% +25K +47.1% $28.01 +8.4%
835 MARB FIRST TR EXCH TRADED FD III 106,302.0 $2.2M 0.00% +42K +65.6% $20.64 +1.2%
836 JAAA JANUS DETROIT STR TR 42,748.0 $2.2M 0.00% -30K -40.9% $50.58 +0.3%
837 JBND J P MORGAN EXCHANGE TRADED F 39,964.0 $2.2M 0.00% +38K +2478.3% $54.07 -1.3%
838 EXC EXELON CORP Utilities 49,486.0 $2.2M 0.00% -4K -7.5% $43.59 +5.9%
839 EMR EMERSON ELEC CO Industrials 15,977.0 $2.1M 0.00% +2K +15.6% $132.72 +5.6%
840 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 27,932.0 $2.1M 0.00% +6K +27.4% $75.91 -24.9%
Page 42 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%