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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 60 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 OKE ONEOK INC NEW Energy 5,081.0 $373K 0.00% +218.0 +4.5% $73.50 +20.0%
1182 L LOEWS CORP Financial Services 3,518.0 $370K 0.00% +470.0 +15.4% $105.30 +1.6%
1183 NTAP NETAPP INC Technology 3,436.0 $368K 0.00% -188.0 -5.2% $107.08 +33.3%
1184 WSO WATSCO INC Industrials 1,086.0 $366K 0.00% -53.0 -4.7% $337.05 +13.0%
1185 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,802.0 $366K 0.00% +174.0 +6.6% $130.51 -5.2%
1186 FDL FIRST TR EXCHANGE-TRADED FD 8,190.0 $363K 0.00% -455.0 -5.3% $44.34 +13.4%
1187 EW EDWARDS LIFESCIENCES CORP Healthcare 4,253.0 $363K 0.00% +1K +37.7% $85.25 +1.5%
1188 JHMM JOHN HANCOCK EXCHANGE TRADED 5,521.0 $362K 0.00% -2K -30.1% $65.48 +11.6%
1189 IRM IRON MTN INC DEL Real Estate 4,340.0 $360K 0.00% +1K +49.7% $82.95 +53.1%
1190 STT STATE STR CORP Financial Services 2,742.0 $354K 0.00% -1K -35.4% $129.01 +22.4%
1191 APLD APPLIED DIGITAL CORP Technology 14,223.0 $349K 0.00% NEW $24.52 +99.8%
1192 VONE VANGUARD SCOTTSDALE FDS 1,124.0 $347K 0.00% +280.0 +33.2% $309.04 +9.5%
1193 AEIS ADVANCED ENERGY INDS Industrials 1,656.0 $347K 0.00% +122.0 +8.0% $209.37 +56.8%
1194 EWL ISHARES INC 5,739.0 $344K 0.00% -208.0 -3.5% $59.96 +5.2%
1195 YETI YETI HLDGS INC Consumer Cyclical 7,777.0 $344K 0.00% +389.0 +5.3% $44.17 +6.3%
1196 PAYO PAYONEER GLOBAL INC Technology 60,690.0 $341K 0.00% +1K +2.3% $5.62 -11.2%
1197 DFGR DIMENSIONAL ETF TRUST 12,896.0 $341K 0.00% -1K -7.7% $26.42 +10.0%
1198 UPRO PROSHARES TR 2,943.0 $341K 0.00% -208K -98.6% $115.76 +26.0%
1199 PTNQ PACER FDS TR 4,325.0 $340K 0.00% +85.0 +2.0% $78.65 +11.8%
1200 IXN ISHARES TR 3,233.0 $339K 0.00% +700.0 +27.6% $105.00 +32.7%
Page 60 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%