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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 57 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 FCPT FOUR CORNERS PPTY TR INC Real Estate 24,163.0 $557K 0.00% +6K +32.7% $23.06 +8.3%
1122 MGC VANGUARD WORLD FD 2,218.0 $557K 0.00% -17.0 -0.8% $251.17 +9.9%
1123 ELD WISDOMTREE TR 18,744.0 $547K 0.00% NEW $29.20 -1.7%
1124 BKH BLACK HILLS CORP Utilities 7,880.0 $547K 0.00% $69.42 +7.3%
1125 IMCG ISHARES TR 6,823.0 $545K 0.00% -94.0 -1.4% $79.84 +15.6%
1126 EXR EXTRA SPACE STORAGE INC Real Estate 4,165.0 $542K 0.00% -365.0 -8.1% $130.22 +10.9%
1127 VNO VORNADO RLTY TR Real Estate 16,288.0 $542K 0.00% -534.0 -3.2% $33.28 +0.1%
1128 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,199.0 $539K 0.00% +302.0 +6.2% $103.67 +10.3%
1129 VRT VERTIV HOLDINGS CO Industrials 3,318.0 $538K 0.00% +18.0 +0.6% $162.01 +97.4%
1130 IUSG ISHARES TR 3,174.0 $533K 0.00% +2K +163.4% $167.94 +12.5%
1131 VOOG VANGUARD ADMIRAL FDS INC 1,190.0 $529K 0.00% +411.0 +52.8% $444.59 -81.3%
1132 CBRE CBRE GROUP INC Real Estate 3,257.0 $524K 0.00% $160.78 -19.0%
1133 F FORD MTR CO Consumer Cyclical 39,459.0 $518K 0.00% +3K +7.5% $13.12 +21.0%
1134 GWW WW GRAINGER INC Industrials 508.0 $513K 0.00% +144.0 +39.6% $1009.90 +23.4%
1135 WAB WABTEC Industrials 2,377.0 $507K 0.00% +305.0 +14.7% $213.48 +22.2%
1136 FDNI FIRST TR EXCHANGE TRADED FD 14,811.0 $502K 0.00% -681.0 -4.4% $33.91 -19.1%
1137 SPSB SPDR SERIES TRUST 16,560.0 $500K 0.00% -2K -8.7% $30.20 -0.6%
1138 NBDS NEUBERGER BERMAN ETF TRUST 14,069.0 $499K 0.00% +10K +293.6% $35.45 +11.6%
1139 FVAL FIDELITY COVINGTON TRUST 6,831.0 $494K 0.00% +3K +83.3% $72.27 +9.8%
1140 FV FIRST TR EXCHANGE TRADED FD 7,791.0 $490K 0.00% +1K +18.1% $62.92 +14.1%
Page 57 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%