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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 120 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 86.0 $5K NEW $52.53 +51.6%
2382 MHK MOHAWK INDS INC Consumer Cyclical 35.0 $5K NEW $128.91 -17.3%
2383 SMMD ISHARES TR 61.0 $4K NEW $73.74 +19.9%
2384 BXSL BLACKSTONE SECD LENDING FD Financial Services 172.0 $4K NEW $26.07 -8.6%
2385 VSH VISHAY INTERTECHNOLOGY INC Technology 293.0 $4K NEW $15.30 +217.2%
2386 FBP FIRST BANCORP P R Financial Services 202.0 $4K NEW $22.05 +11.0%
2387 GUT GABELLI UTIL TR Financial Services 730.0 $4K NEW $6.07 +3.2%
2388 DHY CREDIT SUISSE HIGH YIELD BD Financial Services 2,150.0 $4K NEW $2.06 -14.4%
2389 BANF BANCFIRST CORP Financial Services 35.0 $4K NEW $126.46 -9.9%
2390 BCX BLACKROCK RES & COMMODITIES Financial Services 433.0 $4K NEW $10.17 +17.2%
2391 AN AUTONATION INC Consumer Cyclical 20.0 $4K NEW $218.75 -10.1%
2392 ITRI ITRON INC Technology 35.0 $4K NEW $124.57 -32.3%
2393 RVMD REVOLUTION MEDICINES INC Healthcare 93.0 $4K NEW $46.70 +225.9%
2394 XTL SPDR SER TR 31.0 $4K NEW $139.94 +72.9%
2395 FOUR SHIFT4 PMTS INC Technology 56.0 $4K NEW $77.39 -43.4%
2396 BDC BELDEN INC Technology 36.0 $4K NEW $120.28 -8.4%
2397 AVMC AMERICAN CENTY ETF TR 62.0 $4K NEW $69.58 +13.0%
2398 DFVX DIMENSIONAL ETF TRUST 59.0 $4K NEW $72.71 +13.4%
2399 SCCR SCHWAB STRATEGIC TR 165.0 $4K NEW $25.95 -1.6%
2400 AX AXOS FINANCIAL INC Financial Services 50.0 $4K NEW $84.66 +4.2%
Page 120 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%