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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 104 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 RFDI FIRST TR EXCH TRADED FD III 200.0 $16K $80.50 +7.3%
2062 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 61.0 $16K +3.0 +5.2% $263.62 -4.1%
2063 REGL PROSHARES TR 191.0 $16K -299.0 -61.0% $84.09 +10.1%
2064 BBMC J P MORGAN EXCHANGE TRADED F 148.0 $16K -4.0 -2.6% $106.62 +18.2%
2065 GJUL FIRST TR EXCHNG TRADED FD VI 381.0 $16K $41.33 +4.8%
2066 ARKW ARK ETF TR 106.0 $16K $147.73 -5.8%
2067 BEKE KE HLDGS INC Real Estate 991.0 $16K +149.0 +17.7% $15.76 -9.5%
2068 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,996.0 $16K +188.0 +10.4% $7.77 +4.0%
2069 TMFE RBB FD INC 529.0 $15K -175.0 -24.9% $29.18 -0.9%
2070 BLUEROCK PVT REAL ESTATE FD 1,026.0 $15K NEW $15.00
2071 FBNC FIRST BANCORP N C Financial Services 303.0 $15K $50.79 +25.1%
2072 GAP GAP INC Consumer Cyclical 601.0 $15K -182.0 -23.2% $25.60 -21.1%
2073 UOCT INNOVATOR ETFS TRUST 394.0 $15K NEW $39.04 +4.6%
2074 PTH INVESCO EXCHANGE TRADED FD T 309.0 $15K +9.0 +3.0% $49.74 +16.8%
2075 SCSC SCANSOURCE INC Technology 393.0 $15K -90.0 -18.6% $39.06 +30.2%
2076 LKQ LKQ CORP Consumer Cyclical 508.0 $15K +70.0 +16.0% $30.20 -10.5%
2077 LEGR FIRST TR EXCHANGE-TRADED FD 256.0 $15K +20.0 +8.5% $59.50 +6.9%
2078 ETG EATON VANCE TX ADV GLBL DIV Financial Services 659.0 $15K +359.0 +119.7% $23.10 -1.1%
2079 AIR LEASE CORP 237.0 $15K $64.23
2080 OXM OXFORD INDS INC Consumer Cyclical 445.0 $15K $34.20 +4.8%
Page 104 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%