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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 58 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 GSIE GOLDMAN SACHS ETF TR 11,408.0 $490K 0.00% +4K +53.8% $42.94 +7.0%
1142 SHYL DBX ETF TR 10,870.0 $489K 0.00% +217.0 +2.0% $44.97 -1.1%
1143 ISHARES TR 10,734.0 $488K 0.00% $45.45
1144 VLO VALERO ENERGY CORP Energy 2,976.0 $484K 0.00% +351.0 +13.4% $162.80 +47.6%
1145 JKHY HENRY JACK & ASSOC INC Technology 2,629.0 $480K 0.00% +698.0 +36.1% $182.48 -25.3%
1146 ON ON SEMICONDUCTOR CORP Technology 8,854.0 $479K 0.00% +2K +38.3% $54.15 +130.6%
1147 NI NISOURCE INC Utilities 11,364.0 $475K 0.00% +2K +16.6% $41.76 +13.7%
1148 SPXC SPX TECHNOLOGIES INC Industrials 2,335.0 $467K 0.00% -85.0 -3.5% $200.06 +7.6%
1149 TCBK TRICO BANCSHARES Financial Services 9,680.0 $459K 0.00% $47.37 +6.8%
1150 QURE UNIQURE NV Healthcare 18,613.0 $445K 0.00% NEW $23.93 +5.2%
1151 LNG CHENIERE ENERGY INC Energy 2,269.0 $441K 0.00% +442.0 +24.2% $194.40 +18.8%
1152 CBT CABOT CORP Basic Materials 6,641.0 $440K 0.00% -482.0 -6.8% $66.28 +29.9%
1153 MKTX MARKETAXESS HLDGS INC Financial Services 2,409.0 $437K 0.00% -272.0 -10.2% $181.25 -27.8%
1154 AVIDITY BIOSCIENCES INC 5,967.0 $430K 0.00% -45K -88.3% $72.13
1155 PRF INVESCO EXCHANGE TRADED FD T 9,123.0 $428K 0.00% $46.92 +14.1%
1156 VTWO VANGUARD SCOTTSDALE FDS 4,294.0 $427K 0.00% +137.0 +3.3% $99.52 +17.9%
1157 DFAI DIMENSIONAL ETF TRUST 11,184.0 $426K 0.00% -637.0 -5.4% $38.11 +9.7%
1158 OMFL INVESCO EXCH TRD SLF IDX FD 6,966.0 $426K 0.00% -4K -37.7% $61.13 +12.0%
1159 SDY SPDR SERIES TRUST 3,058.0 $426K 0.00% -481.0 -13.6% $139.17 +7.8%
1160 BIIB BIOGEN INC Healthcare 2,392.0 $421K 0.00% +321.0 +15.5% $176.01 +11.9%
Page 58 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%