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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 59 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 FNDX SCHWAB STRATEGIC TR 15,453.0 $420K 0.00% +408.0 +2.7% $27.21 +14.1%
1162 DLR DIGITAL RLTY TR INC Real Estate 2,715.0 $420K 0.00% +25.0 +0.9% $154.73 +24.4%
1163 LIFE360 INC 6,505.0 $417K 0.00% +6K +10000.0% $64.14
1164 HEFA ISHARES TR 10,065.0 $416K 0.00% -2K -15.0% $41.36 +10.1%
1165 IX ORIX CORP Financial Services 14,017.0 $410K 0.00% -4K -20.8% $29.22 +31.8%
1166 ITB ISHARES TR 4,218.0 $406K 0.00% $96.30 -3.6%
1167 DIA SPDR DOW JONES INDL AVERAGE Financial Services 844.0 $406K 0.00% +29.0 +3.6% $480.57 +5.5%
1168 XLB SELECT SECTOR SPDR TR 8,789.0 $399K 0.00% +6K +174.5% $45.35 +13.0%
1169 FTC FIRST TR EXCHANGE-TRADED ALP 2,464.0 $394K 0.00% +158.0 +6.8% $159.88 +14.3%
1170 NWSA NEWS CORP NEW Communication Services 15,032.0 $393K 0.00% -236.0 -1.6% $26.12 +1.3%
1171 APTIV PLC 5,119.0 $390K 0.00% -885.0 -14.7% $76.09
1172 EEM ISHARES TR 7,098.0 $388K 0.00% -2K -20.5% $54.71 +25.4%
1173 AXTA AXALTA COATING SYS LTD Basic Materials 11,988.0 $387K 0.00% -154K -92.8% $32.31 -7.1%
1174 ASX ASE TECHNOLOGY HLDG CO LTD Technology 23,926.0 $385K 0.00% +20K +538.7% $16.10 +154.1%
1175 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,654.0 $382K 0.00% +680.0 +34.5% $143.89 +58.6%
1176 TSEM TOWER SEMICONDUCTOR LTD Technology 3,229.0 $379K 0.00% +3K +10000.0% $117.42 +135.9%
1177 PYPL PAYPAL HLDGS INC Financial Services 6,490.0 $379K 0.00% +57.0 +0.9% $58.38 -24.5%
1178 PECO PHILLIPS EDISON & CO INC Real Estate 10,589.0 $377K 0.00% +992.0 +10.3% $35.57 +15.1%
1179 PNR PENTAIR PLC Industrials 3,587.0 $374K 0.00% +677.0 +23.3% $104.15 -31.7%
1180 SCHF SCHWAB STRATEGIC TR 15,538.0 $374K 0.00% +1K +9.1% $24.04 +15.3%
Page 59 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%