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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 43 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SPYD SPDR SERIES TRUST 49,015.0 $2.1M 0.00% +808.0 +1.7% $43.25 +10.8%
842 VLTO VERALTO CORP Industrials 21,087.0 $2.1M 0.00% -3K -13.6% $99.78 -14.0%
843 LSCC LATTICE SEMICONDUCTOR CORP Technology 28,416.0 $2.1M 0.00% -3K -8.3% $73.58 +100.7%
844 KVYO KLAVIYO INC Technology 64,332.0 $2.1M 0.00% +4K +5.8% $32.47 -55.0%
845 PLUS EPLUS INC Technology 23,580.0 $2.1M 0.00% +1K +5.8% $87.70 +1.3%
846 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 41,394.0 $2.1M 0.00% +2K +4.2% $49.70 -5.0%
847 GLIN VANECK ETF TRUST 44,244.0 $2.0M 0.00% -27K -37.9% $46.10 -1.3%
848 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,095.0 $2.0M 0.00% -3K -11.3% $100.89 -0.3%
849 ICSH ISHARES TR 40,064.0 $2.0M 0.00% +3K +8.3% $50.58 +0.0%
850 TOST TOAST INC Technology 57,058.0 $2.0M 0.00% -138K -70.8% $35.51 -30.5%
851 GH GUARDANT HEALTH INC Healthcare 19,718.0 $2.0M 0.00% +6K +48.7% $102.14 +20.8%
852 CPRX CATALYST PHARMACEUTICALS INC Healthcare 86,137.0 $2.0M 0.00% -3K -3.5% $23.34 +34.0%
853 NATWEST GROUP PLC 114,747.0 $2.0M 0.00% -12K -9.8% $17.50
854 CGCP CAPITAL GRP FIXED INCM ETF T 88,313.0 $2.0M 0.00% +44K +100.4% $22.64 -1.2%
855 AES AES CORP Utilities 138,488.0 $2.0M 0.00% +14K +11.7% $14.34 +2.4%
856 CCI CROWN CASTLE INC Real Estate 22,166.0 $2.0M 0.00% -480.0 -2.1% $88.87 +2.3%
857 VLUE ISHARES TR 14,353.0 $2.0M 0.00% -155.0 -1.1% $136.73 +42.2%
858 CGIB CAPITAL GRP FIXED INCM ETF T 77,133.0 $2.0M 0.00% +38K +97.6% $25.36 -0.1%
859 LGOV FIRST TR EXCHANGE-TRADED FD 88,612.0 $1.9M 0.00% -8K -8.6% $21.83 -2.2%
860 JMST J P MORGAN EXCHANGE TRADED F 37,931.0 $1.9M 0.00% +6K +17.3% $50.94 -0.0%
Page 43 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%