BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs 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 45 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CCK CROWN HLDGS INC Consumer Cyclical 17,393.0 $1.8M 0.00% +5K +45.2% $102.97 -4.9%
882 FITB FIFTH THIRD BANCORP Financial Services 37,946.0 $1.8M 0.00% +9K +30.4% $46.81 +6.9%
883 CGCB CAPITAL GRP FIXED INCM ETF T 66,784.0 $1.8M 0.00% +31K +85.9% $26.52 -1.3%
884 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 10,333.0 $1.8M 0.00% -248.0 -2.3% $171.28 +135.3%
885 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 40,826.0 $1.8M 0.00% +704.0 +1.8% $43.30 +57.9%
886 HLI HOULIHAN LOKEY INC Financial Services 9,990.0 $1.7M 0.00% -665.0 -6.2% $174.19 -14.2%
887 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 55,620.0 $1.7M 0.00% +19K +50.1% $31.21 +11.3%
888 DGX QUEST DIAGNOSTICS INC Healthcare 9,979.0 $1.7M 0.00% +191.0 +1.9% $173.53 +11.7%
889 SOXX ISHARES TR 5,737.0 $1.7M 0.00% -133.0 -2.3% $301.15 +86.3%
890 STLD STEEL DYNAMICS INC Basic Materials 10,047.0 $1.7M 0.00% -446.0 -4.2% $169.46 +50.8%
891 BA BOEING CO Industrials 7,776.0 $1.7M 0.00% +857.0 +12.4% $217.11 +1.7%
892 IBMR ISHARES TR 66,339.0 $1.7M 0.00% +21K +45.5% $25.43 -0.5%
893 KEY KEYCORP Financial Services 81,714.0 $1.7M 0.00% +15K +21.9% $20.64 +4.9%
894 VPU VANGUARD WORLD FD 9,106.0 $1.7M 0.00% +3K +49.7% $185.03 +5.8%
895 VT VANGUARD INTL EQUITY INDEX F 11,919.0 $1.7M 0.00% -237.0 -1.9% $141.06 +11.3%
896 REXR REXFORD INDL RLTY INC Real Estate 43,409.0 $1.7M 0.00% +2K +3.8% $38.72 -5.6%
897 HAL HALLIBURTON CO Energy 59,235.0 $1.7M 0.00% +10K +20.0% $28.26 +40.7%
898 IOT SAMSARA INC Technology 47,121.0 $1.7M 0.00% +28K +148.5% $35.45 -15.3%
899 ETSY INC 29,750.0 $1.6M 0.00% -532.0 -1.8% $55.44
900 REGCO REGENCY CTRS CORP Real Estate 23,792.0 $1.6M 0.00% +2K +8.3% $69.03 -67.1%
Page 45 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%