BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs 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 55 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TELEFONICA S A 174,800.0 $708K 0.00% +76K +77.3% $4.05
1082 SLQD ISHARES TR 13,864.0 $703K 0.00% -95K -87.3% $50.70 -0.6%
1083 AEE AMEREN CORP Utilities 7,037.0 $703K 0.00% +732.0 +11.6% $99.86 +11.3%
1084 ROK ROCKWELL AUTOMATION INC Industrials 1,799.0 $700K 0.00% +218.0 +13.8% $389.08 +17.2%
1085 TRMB TRIMBLE INC Technology 8,918.0 $699K 0.00% +638.0 +7.7% $78.35 -30.0%
1086 NVT NVENT ELECTRIC PLC Industrials 6,811.0 $695K 0.00% +4K +137.1% $101.97 +64.6%
1087 BROWN FORMAN CORP 26,441.0 $689K 0.00% +14K +113.4% $26.06
1088 FFIV F5 INC Technology 2,690.0 $687K 0.00% -64.0 -2.3% $255.26 +52.1%
1089 IONS IONIS PHARMACEUTICALS INC Healthcare 8,650.0 $684K 0.00% +9K +10000.0% $79.11 -3.3%
1090 WAT WATERS CORP Healthcare 1,785.0 $678K 0.00% +70.0 +4.1% $379.83 -10.8%
1091 SMTC SEMTECH CORP Technology 9,028.0 $665K 0.00% +8K +1382.4% $73.69 +113.3%
1092 ALLY ALLY FINL INC Financial Services 14,583.0 $660K 0.00% +281.0 +2.0% $45.29 -5.2%
1093 CNH INDL N V 71,570.0 $660K 0.00% -11K -13.1% $9.22
1094 GTO INVESCO ACTIVELY MANAGED EXC 13,827.0 $656K 0.00% -320.0 -2.3% $47.42 -1.4%
1095 BUFR FIRST TR EXCHNG TRADED FD VI 19,088.0 $654K 0.00% +461.0 +2.5% $34.26 +6.2%
1096 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 11,258.0 $648K 0.00% -793.0 -6.6% $57.60 +2.7%
1097 LTC LTC PPTYS INC Real Estate 18,667.0 $642K 0.00% +1K +8.1% $34.38 +11.6%
1098 AZO AUTOZONE INC Consumer Cyclical 189.0 $641K 0.00% -23.0 -10.8% $3393.30 -10.8%
1099 THE BALDWIN INSURANCE GRP IN 26,662.0 $641K 0.00% -714.0 -2.6% $24.03
1100 EUSB ISHARES TR 14,158.0 $622K 0.00% $43.91 -1.3%
Page 55 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%