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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 101 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 DNOW DNOW INC Energy 1,519.0 $20K -424.0 -21.8% $13.25 +2.3%
2002 HEQT SIMPLIFY EXCHANGE TRADED FUN 628.0 $20K $32.05 +4.0%
2003 FQAL FIDELITY COVINGTON TRUST 266.0 $20K +224.0 +533.3% $75.59 +5.6%
2004 BOH BANK HAWAII CORP Financial Services 293.0 $20K +142.0 +94.0% $68.37 +19.9%
2005 ATR APTARGROUP INC Healthcare 164.0 $20K +73.0 +80.2% $122.07 +3.2%
2006 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 184.0 $20K +10.0 +5.8% $108.77 +3.0%
2007 OLED UNIVERSAL DISPLAY CORP Technology 171.0 $20K -71.0 -29.3% $116.78 -25.4%
2008 FBCG FIDELITY COVINGTON TRUST 364.0 $20K $54.82 +9.0%
2009 FIW FIRST TR EXCHANGE-TRADED FD 183.0 $20K +168.0 +1120.0% $108.64 +0.7%
2010 PAUG INNOVATOR ETFS TRUST 458.0 $20K $43.25 +4.9%
2011 FCAL FIRST TR EXCH TRADED FD III 401.0 $20K NEW $49.27 +0.7%
2012 ELAN ELANCO ANIMAL HEALTH INC Healthcare 871.0 $20K +117.0 +15.5% $22.63 +8.6%
2013 SCHC SCHWAB STRATEGIC TR 433.0 $20K +25.0 +6.1% $45.53 +4.9%
2014 WBIY ABSOLUTE SHS TR 615.0 $20K $32.00 +9.1%
2015 SUI SUN CMNTYS INC Real Estate 159.0 $20K -112.0 -41.3% $123.55 -1.9%
2016 QYLD GLOBAL X FDS 1,106.0 $20K NEW $17.67 +1.1%
2017 LSTR LANDSTAR SYS INC Industrials 135.0 $19K +55.0 +68.8% $143.70 +45.6%
2018 FXR FIRST TR EXCHANGE TRADED FD 242.0 $19K +58.0 +31.5% $79.87 +12.7%
2019 LGLV SPDR SERIES TRUST 110.0 $19K -90.0 -45.0% $175.57 +4.0%
2020 CWS ADVISORSHARES TR 280.0 $19K -45.0 -13.8% $68.73 -0.5%
Page 101 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%