BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
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 5 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO CO NEW Financial Services 1,096,787.0 $102.2M 0.21% +122K +12.5% $93.20 -18.7%
82 HIG HARTFORD INSURANCE GROUP INC Financial Services 735,906.0 $101.4M 0.21% -8K -1.0% $137.80 -1.3%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 630,583.0 $101.1M 0.21% +115K +22.2% $160.40 +17.6%
84 XLK SELECT SECTOR SPDR TR 699,553.0 $100.7M 0.20% +374K +114.6% $143.97 +24.1%
85 SCHW SCHWAB CHARLES CORP Financial Services 1,007,713.0 $100.7M 0.20% +135K +15.4% $99.91 -9.8%
86 VYM VANGUARD WHITEHALL FDS 698,050.0 $100.2M 0.20% +127K +22.1% $143.52 +9.6%
87 SPDW SPDR INDEX SHS FDS 2,228,613.0 $99.0M 0.20% +341K +18.1% $44.41 +13.4%
88 CFG CITIZENS FINL GROUP INC Financial Services 1,677,114.0 $98.0M 0.20% $58.41 +7.5%
89 FLOT ISHARES TR 1,918,655.0 $97.6M 0.20% +79K +4.3% $50.86 +0.3%
90 IEF ISHARES TR 1,007,769.0 $96.9M 0.20% +13K +1.3% $96.16 -2.5%
91 AMAT APPLIED MATLS INC Technology 376,513.0 $96.8M 0.20% +32K +9.3% $256.99 +66.3%
92 VO VANGUARD INDEX FDS 333,134.0 $96.7M 0.20% +16K +5.0% $290.22 -73.3%
93 AFL AFLAC INC Financial Services 872,618.0 $96.2M 0.20% +12K +1.4% $110.27 +6.8%
94 EVEREST GROUP LTD 280,308.0 $95.1M 0.19% -143K -33.8% $339.35
95 ACGL ARCH CAP GROUP LTD Financial Services 987,270.0 $94.7M 0.19% $95.92 +0.2%
96 SCHG SCHWAB STRATEGIC TR 2,901,375.0 $94.6M 0.19% -183K -5.9% $32.62 +5.2%
97 DFAX DIMENSIONAL ETF TRUST 2,891,445.0 $94.6M 0.19% $32.73 +13.2%
98 NRG NRG ENERGY INC Utilities 580,754.0 $92.5M 0.19% -11K -1.9% $159.24 -14.0%
99 EWC ISHARES INC 1,708,400.0 $92.1M 0.19% +46K +2.8% $53.93 +8.6%
100 BKNG BOOKING HOLDINGS INC Consumer Cyclical 16,929.0 $90.7M 0.18% +3K +23.6% $5355.33 -97.0%
Page 5 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%