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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 47 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 LOPE GRAND CANYON ED INC Consumer Defensive 5,816.0 $1.3M 0.00% NEW $219.52 -30.2%
922 PBP INVESCO EXCHANGE TRADED FD T 57,457.0 $1.3M 0.00% NEW $22.12 +2.9%
923 GLPI GAMING & LEISURE PPTYS INC Real Estate 27,006.0 $1.3M 0.00% NEW $46.61 +2.8%
924 KEY KEYCORP Financial Services 67,011.0 $1.3M 0.00% NEW $18.69 +15.5%
925 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 11,504.0 $1.2M 0.00% NEW $108.57 -41.7%
926 SBRA SABRA HEALTH CARE REIT INC Real Estate 66,736.0 $1.2M 0.00% NEW $18.64 +10.0%
927 IMCR IMMUNOCORE HLDGS PLC Healthcare 34,069.0 $1.2M 0.00% NEW $36.33 -19.8%
928 MSCI MSCI INC Financial Services 2,175.0 $1.2M 0.00% NEW $567.45 +6.6%
929 SPHQ INVESCO EXCHANGE TRADED FD T 16,779.0 $1.2M 0.00% NEW $73.29 +16.7%
930 SUSB ISHARES TR 48,410.0 $1.2M 0.00% NEW $25.31 -1.3%
931 HAL HALLIBURTON CO Energy 49,356.0 $1.2M 0.00% NEW $24.60 +61.7%
932 CASY CASEYS GEN STORES INC Consumer Cyclical 2,140.0 $1.2M 0.00% NEW $565.32 +40.8%
933 RBRK RUBRIK INC. Technology 14,696.0 $1.2M 0.00% NEW $82.25 -20.0%
934 IWR ISHARES TR 12,451.0 $1.2M 0.00% NEW $96.55 +10.5%
935 ZTS ZOETIS INC Healthcare 8,173.0 $1.2M 0.00% NEW $146.32 -45.4%
936 KLIC KULICKE & SOFFA INDS INC Technology 29,150.0 $1.2M 0.00% NEW $40.64 +157.2%
937 EQH EQUITABLE HLDGS INC Financial Services 23,281.0 $1.2M 0.00% NEW $50.78 -19.0%
938 CFR CULLEN FROST BANKERS INC Financial Services 9,221.0 $1.2M 0.00% NEW $126.77 +8.9%
939 ESML ISHARES TR 25,913.0 $1.2M 0.00% NEW $45.08 +17.5%
940 PATK PATRICK INDS INC Consumer Cyclical 11,261.0 $1.2M 0.00% NEW $103.43 -9.6%
Page 47 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%