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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 49 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ABEV AMBEV SA Consumer Defensive 540,269.0 $1.3M 0.00% +221K +69.5% $2.47 +33.2%
962 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 136,540.0 $1.3M 0.00% -3K -2.2% $9.65 +35.2%
963 GRMN GARMIN LTD Technology 6,493.0 $1.3M 0.00% -381.0 -5.5% $202.85 +18.0%
964 SAN BANCO SANTANDER SA Financial Services 111,731.0 $1.3M 0.00% +23K +26.4% $11.73 +7.2%
965 ITW ILLINOIS TOOL WKS INC Industrials 5,303.0 $1.3M 0.00% -862.0 -14.0% $246.28 +2.2%
966 SITE CTRS CORP 202,971.0 $1.3M 0.00% -45K -18.0% $6.42
967 FLEX FLEX LTD Technology 21,140.0 $1.3M 0.00% -2K -6.8% $60.42 +141.3%
968 SCHI SCHWAB STRATEGIC TR 55,594.0 $1.3M 0.00% -36K -39.1% $22.97 -1.5%
969 MSCI MSCI INC Financial Services 2,224.0 $1.3M 0.00% +49.0 +2.2% $573.78 +5.4%
970 PLNT PLANET FITNESS INC Consumer Cyclical 11,695.0 $1.3M 0.00% -681.0 -5.5% $108.47 -51.9%
971 COIN COINBASE GLOBAL INC Financial Services 5,583.0 $1.3M 0.00% +417.0 +8.1% $226.16 -22.2%
972 NUE NUCOR CORP Basic Materials 7,726.0 $1.3M 0.00% +345.0 +4.7% $163.10 +50.7%
973 SYSB ISHARES TR 14,004.0 $1.3M 0.00% NEW $89.76 -1.3%
974 GLPI GAMING & LEISURE PPTYS INC Real Estate 28,120.0 $1.3M 0.00% +1K +4.1% $44.69 +6.9%
975 EUFN ISHARES TR 32,889.0 $1.2M 0.00% -2.3M -98.6% $37.09 +4.6%
976 THC TENET HEALTHCARE CORP Healthcare 6,110.0 $1.2M 0.00% -253.0 -4.0% $198.72 -8.9%
977 WM WASTE MGMT INC DEL Industrials 5,487.0 $1.2M 0.00% +2K +38.0% $219.71 -2.0%
978 KVUE KENVUE INC Consumer Defensive 69,325.0 $1.2M 0.00% +14K +25.6% $17.25 +2.4%
979 ESML ISHARES TR 25,990.0 $1.2M 0.00% $45.98 +15.4%
980 FBND FIDELITY MERRIMACK STR TR 25,860.0 $1.2M 0.00% +1K +6.0% $46.04 -1.0%
Page 49 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%