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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 52 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 EQH EQUITABLE HLDGS INC Financial Services 20,472.0 $975K 0.00% -3K -12.1% $47.65 -13.2%
1022 RF REGIONS FINANCIAL CORP NEW Financial Services 35,935.0 $974K 0.00% +6K +19.4% $27.10 +3.7%
1023 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 37,669.0 $973K 0.00% -2K -3.9% $25.82 -35.7%
1024 FTSL FIRST TR EXCHANGE-TRADED FD 20,870.0 $958K 0.00% -73K -77.7% $45.88 -2.0%
1025 XENE XENON PHARMACEUTICALS INC Healthcare 21,269.0 $953K 0.00% -1K -5.8% $44.82 +20.3%
1026 PSX PHILLIPS 66 Energy 7,360.0 $950K 0.00% +4K +123.6% $129.04 +35.3%
1027 EEMV ISHARES INC 14,702.0 $942K 0.00% +168.0 +1.2% $64.04 +16.6%
1028 PDBC INVESCO ACTVELY MNGD ETC FD 70,814.0 $938K 0.00% +18K +34.1% $13.25 +32.8%
1029 BBJP J P MORGAN EXCHANGE TRADED F 14,199.0 $936K 0.00% -99K -87.4% $65.91 +13.8%
1030 LPLA LPL FINL HLDGS INC Financial Services 2,601.0 $929K 0.00% +1K +69.2% $357.18 -24.0%
1031 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,367.0 $927K 0.00% -242.0 -6.7% $275.36 +216.2%
1032 NSIT INSIGHT ENTERPRISES INC Technology 11,367.0 $926K 0.00% -6K -35.6% $81.47 +26.2%
1033 RKLB ROCKET LAB CORP Industrials 13,127.0 $916K 0.00% +13K +5150.8% $69.76 +115.4%
1034 BKR BAKER HUGHES COMPANY Energy 20,079.0 $914K 0.00% -7K -25.2% $45.54 +38.8%
1035 ENS ENERSYS Industrials 6,209.0 $911K 0.00% $146.75 +60.6%
1036 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 57,257.0 $908K 0.00% +4K +7.4% $15.86 +19.7%
1037 TER TERADYNE INC Technology 4,665.0 $903K 0.00% -3K -35.5% $193.58 +94.1%
1038 PIPER SANDLER COMPANIES 2,643.0 $898K 0.00% -133.0 -4.8% $339.65
1039 ICLR ICON PLC Healthcare 4,897.0 $892K 0.00% +2K +56.2% $182.22 -35.0%
1040 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 17,728.0 $887K 0.00% +208.0 +1.2% $50.02 -21.1%
Page 52 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%