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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 8 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EFV ISHARES TR 832,835.0 $59.5M 0.12% +667K +401.3% $71.41 +10.6%
142 DFSD DIMENSIONAL ETF TRUST 1,220,485.0 $58.5M 0.12% -26K -2.0% $47.95 -0.5%
143 SJNK SPDR SERIES TRUST 2,307,498.0 $58.4M 0.12% -51K -2.2% $25.32 -1.2%
144 CVS CVS HEALTH CORP Healthcare 732,669.0 $58.1M 0.12% +54K +8.0% $79.36 +17.6%
145 HYS PIMCO ETF TR 612,817.0 $58.1M 0.12% -43K -6.6% $94.82 -1.5%
146 XLC SELECT SECTOR SPDR TR 486,931.0 $57.3M 0.12% -48K -9.0% $117.72 -1.4%
147 XLF SELECT SECTOR SPDR TR 1,036,104.0 $56.7M 0.12% +61K +6.2% $54.77 -5.6%
148 KGC KINROSS GOLD CORP Basic Materials 2,011,769.0 $56.7M 0.12% +55K +2.8% $28.16 +1.8%
149 MDT MEDTRONIC PLC Healthcare 586,551.0 $56.3M 0.12% +93K +18.9% $96.06 -18.6%
150 VWO VANGUARD INTL EQUITY INDEX F 1,044,928.0 $56.2M 0.12% -7K -0.7% $53.76 +9.2%
151 NVS NOVARTIS AG Healthcare 406,231.0 $56.0M 0.11% +48K +13.4% $137.87 +10.1%
152 BAC BANK AMERICA CORP Financial Services 1,016,670.0 $55.9M 0.11% +190K +22.9% $55.00 -6.4%
153 VONG VANGUARD SCOTTSDALE FDS 455,472.0 $55.5M 0.11% -35K -7.2% $121.75 +5.4%
154 XOM EXXON MOBIL CORP Energy 454,643.0 $54.7M 0.11% -348K -43.3% $120.34 +29.9%
155 ILF ISHARES TR 1,795,156.0 $54.7M 0.11% -112K -5.9% $30.45 +15.7%
156 EXPD EXPEDITORS INTL WASH INC Industrials 362,248.0 $54.0M 0.11% -7K -1.9% $149.01 +5.5%
157 VEU VANGUARD INTL EQUITY INDEX F 715,363.0 $52.6M 0.11% +45K +6.8% $73.56 +12.3%
158 BDX BECTON DICKINSON & CO Healthcare 270,910.0 $52.6M 0.11% +45K +19.9% $194.07 -24.6%
159 TROW PRICE T ROWE GROUP INC Financial Services 511,517.0 $52.4M 0.11% $102.38 -0.5%
160 SCHP SCHWAB STRATEGIC TR 1,932,003.0 $51.2M 0.10% -114K -5.6% $26.49 +0.5%
Page 8 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%