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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 48 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 29,073.0 $1.4M 0.00% -20K -40.6% $48.94 +2.0%
942 ISHARES TR 54,312.0 $1.4M 0.00% +17K +44.3% $26.06
943 SYK STRYKER CORPORATION Healthcare 4,006.0 $1.4M 0.00% $351.50 -13.0%
944 USDU WISDOMTREE TR 54,529.0 $1.4M 0.00% +54K +10000.0% $25.80 +1.6%
945 EL LAUDER ESTEE COS INC Consumer Defensive 13,415.0 $1.4M 0.00% +660.0 +5.2% $104.72 -12.9%
946 EPAM EPAM SYS INC Technology 6,844.0 $1.4M 0.00% -142.0 -2.0% $204.88 -50.4%
947 DORM DORMAN PRODS INC Consumer Cyclical 11,360.0 $1.4M 0.00% -1K -11.4% $123.19 +0.4%
948 GSLC GOLDMAN SACHS ETF TR 10,533.0 $1.4M 0.00% +2K +19.9% $132.37 +7.7%
949 IVZ INVESCO LTD Financial Services 52,904.0 $1.4M 0.00% +18K +50.1% $26.27 +5.1%
950 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 20,589.0 $1.4M 0.00% +14K +191.1% $67.39 +14.3%
951 GTLB GITLAB INC Technology 36,784.0 $1.4M 0.00% -6K -14.7% $37.53 -29.3%
952 CF CF INDS HLDGS INC Basic Materials 17,816.0 $1.4M 0.00% -125.0 -0.7% $77.34 +50.4%
953 KLIC KULICKE & SOFFA INDS INC Technology 29,889.0 $1.4M 0.00% +739.0 +2.5% $45.56 +131.8%
954 MFG MIZUHO FINANCIAL GROUP INC Financial Services 185,649.0 $1.4M 0.00% +33K +21.6% $7.32 +23.8%
955 BLACKROCK ETF TRUST 24,770.0 $1.4M 0.00% -7K -22.9% $54.66
956 DXJ WISDOMTREE TR 9,379.0 $1.4M 0.00% +9K +3452.7% $144.16 +18.6%
957 KIM KIMCO RLTY CORP Real Estate 66,619.0 $1.4M 0.00% +3K +4.8% $20.27 +20.5%
958 PBP INVESCO EXCHANGE TRADED FD T 59,128.0 $1.3M 0.00% +2K +2.9% $22.83 -0.1%
959 NNN NNN REIT INC Real Estate 33,957.0 $1.3M 0.00% +2K +5.9% $39.63 +13.1%
960 LPX LOUISIANA PAC CORP Basic Materials 16,601.0 $1.3M 0.00% -201.0 -1.2% $80.76 -6.8%
Page 48 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%