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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 75 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 SCHZ SCHWAB STRATEGIC TR 3,657.0 $86K NEW $23.47 -1.4%
1482 TECH BIO-TECHNE CORP Healthcare 1,536.0 $85K NEW $55.64 -8.4%
1483 DAR DARLING INGREDIENTS INC Consumer Defensive 2,766.0 $85K NEW $30.87 +92.0%
1484 ILCV ISHARES TR 944.0 $85K NEW $90.02 +13.2%
1485 NFG NATIONAL FUEL GAS CO Energy 914.0 $84K NEW $92.36 -15.5%
1486 JBND J P MORGAN EXCHANGE TRADED F 1,550.0 $84K NEW $54.16 -1.2%
1487 HLX HELIX ENERGY SOLUTIONS GRP I Energy 12,765.0 $84K NEW $6.56 +41.4%
1488 NTSK NETSKOPE INC CL A Technology 3,663.0 $83K NEW $22.73 -49.5%
1489 FICO FAIR ISAAC CORP Technology 55.0 $82K NEW $1496.53 -12.1%
1490 AXS AXIS CAP HLDGS LTD Financial Services 858.0 $82K NEW $95.80 +0.7%
1491 USFD US FOODS HLDG CORP Consumer Defensive 1,068.0 $82K NEW $76.59 +6.3%
1492 UDR UDR INC Real Estate 2,181.0 $81K NEW $37.26 +1.9%
1493 FNCL FIDELITY COVINGTON TRUST 1,048.0 $80K NEW $76.34 -4.4%
1494 BYD BOYD GAMING CORP Consumer Cyclical 925.0 $80K NEW $86.45 -3.9%
1495 ALK ALASKA AIR GROUP INC Industrials 1,593.0 $79K NEW $49.78 -7.7%
1496 LIBERTY MEDIA CORP DEL 755.0 $79K NEW $104.45
1497 WY WEYERHAEUSER CO MTN BE Real Estate 3,170.0 $79K NEW $24.79 -0.6%
1498 AMH AMERICAN HOMES 4 RENT Real Estate 2,360.0 $78K NEW $33.25 -3.8%
1499 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 5,286.0 $78K NEW $14.79 +6.8%
1500 LRGF ISHARES TR 1,127.0 $78K NEW $69.06 +10.0%
Page 75 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%