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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 44 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CGCV CAPITAL GROUP CONSERVATIVE E 62,866.0 $1.9M 0.00% +8K +13.9% $30.49 +5.4%
862 CGIC CAPITAL GROUP INTERNATIONAL 58,579.0 $1.9M 0.00% +37K +167.7% $32.50 +12.7%
863 INCY INCYTE CORP Healthcare 19,202.0 $1.9M 0.00% +17K +913.3% $98.77 -0.9%
864 NUEM NUSHARES ETF TR 53,298.0 $1.9M 0.00% +3K +5.0% $35.58 +18.3%
865 JCI JOHNSON CTLS INTL PLC Industrials 15,824.0 $1.9M 0.00% +674.0 +4.5% $119.75 +14.9%
866 CHWY CHEWY INC Consumer Cyclical 57,060.0 $1.9M 0.00% -3K -5.5% $33.05 -35.7%
867 SO SOUTHERN CO Utilities 21,625.0 $1.9M 0.00% -1K -4.8% $87.20 +8.0%
868 EFG ISHARES TR 16,452.0 $1.9M 0.00% +742.0 +4.7% $113.92 +7.6%
869 SLYV SPDR SERIES TRUST 20,391.0 $1.9M 0.00% $90.97 +15.4%
870 ESGD ISHARES TR 19,420.0 $1.8M 0.00% -3K -13.6% $95.09 +8.8%
871 NKE NIKE INC Consumer Cyclical 28,966.0 $1.8M 0.00% +10K +51.7% $63.71 -27.7%
872 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 10,848.0 $1.8M 0.00% +5K +102.8% $170.00 +40.3%
873 ING ING GROEP N.V. Financial Services 65,859.0 $1.8M 0.00% +10K +16.9% $28.00 +11.1%
874 PEGA PEGASYSTEMS INC Technology 30,875.0 $1.8M 0.00% -1K -3.7% $59.72 -42.9%
875 ASCENDIS PHARMA A/S 8,579.0 $1.8M 0.00% +3K +48.1% $213.24
876 TEL TE CONNECTIVITY PLC Technology 8,034.0 $1.8M 0.00% +1K +16.1% $227.50 -8.9%
877 BMO BANK MONTREAL QUE Financial Services 14,053.0 $1.8M 0.00% -4K -20.5% $129.79 +25.0%
878 TME TENCENT MUSIC ENTMT GROUP Communication Services 103,556.0 $1.8M 0.00% +26K +33.8% $17.53 -46.9%
879 KMI KINDER MORGAN INC DEL Energy 66,023.0 $1.8M 0.00% +11K +18.9% $27.49 +18.8%
880 IBMP ISHARES TR 70,951.0 $1.8M 0.00% +27K +62.7% $25.39 -0.1%
Page 44 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%