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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 5 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CWB SPDR SER TR 1,083,521.0 $98.1M 0.21% NEW $90.50 +16.4%
82 DYNF BLACKROCK ETF TRUST 1,649,235.0 $97.6M 0.21% NEW $59.20 +12.3%
83 BERKSHIRE HATHAWAY INC DEL 193,996.0 $97.5M 0.21% NEW $502.74
84 USHY ISHARES TR 2,579,171.0 $97.4M 0.21% NEW $37.78 -2.1%
85 SFM SPROUTS FMRS MKT INC Consumer Defensive 885,485.0 $96.3M 0.21% NEW $108.80 -18.7%
86 AFL AFLAC INC Financial Services 860,535.0 $96.1M 0.21% NEW $111.70 +5.5%
87 IEF ISHARES TR 994,636.0 $95.9M 0.21% NEW $96.46 -2.8%
88 NRG NRG ENERGY INC Utilities 591,763.0 $95.8M 0.20% NEW $161.95 -15.5%
89 FLOT ISHARES TR 1,839,990.0 $94.0M 0.20% NEW $51.08 -0.1%
90 VO VANGUARD INDEX FDS 317,173.0 $93.2M 0.20% NEW $293.74 -73.6%
91 XLK SELECT SECTOR SPDR TR 325,989.0 $91.9M 0.20% NEW $281.86 -36.6%
92 DFAX DIMENSIONAL ETF TRUST 2,905,314.0 $91.2M 0.20% NEW $31.38 +18.1%
93 XOM EXXON MOBIL CORP Energy 802,221.0 $90.5M 0.19% NEW $112.75 +38.6%
94 XLI SELECT SECTOR SPDR TR 583,923.0 $90.1M 0.19% NEW $154.23 +10.6%
95 ACGL ARCH CAP GROUP LTD Financial Services 990,472.0 $89.9M 0.19% NEW $90.73 +6.0%
96 DFAC DIMENSIONAL ETF TRUST 2,312,986.0 $89.2M 0.19% NEW $38.57 +12.4%
97 CFG CITIZENS FINL GROUP INC Financial Services 1,671,784.0 $88.9M 0.19% NEW $53.16 +18.1%
98 VNQI VANGUARD INTL EQUITY INDEX F 1,850,404.0 $88.3M 0.19% NEW $47.74 -3.4%
99 WSM WILLIAMS SONOMA INC Consumer Cyclical 446,971.0 $87.4M 0.19% NEW $195.45 -7.8%
100 STIP ISHARES TR 841,744.0 $87.0M 0.19% NEW $103.36 -0.0%
Page 5 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%