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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 105 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 ONEY SPDR SERIES TRUST 134.0 $15K +52.0 +63.4% $113.56 +13.6%
2082 SCM STELLUS CAP INVT CORP Financial Services 1,200.0 $15K $12.68 -33.5%
2083 PBUS INVESCO EXCH TRADED FD TR II 222.0 $15K $68.45 +7.2%
2084 GDV GABELLI DIVID & INCOME TR Financial Services 546.0 $15K -8.0 -1.4% $27.77 +3.6%
2085 GSGO GOLDMAN SACHS ETF TR 377.0 $15K NEW $40.16 +7.5%
2086 SDOG ALPS ETF TR 250.0 $15K $60.47 +14.5%
2087 UDEC INNOVATOR ETFS TRUST 380.0 $15K $39.64 +4.3%
2088 VNT VONTIER CORPORATION Technology 405.0 $15K +267.0 +193.5% $37.18 -20.4%
2089 HRB BLOCK H & R INC Consumer Cyclical 345.0 $15K -460.0 -57.1% $43.59 -14.6%
2090 FTXL FIRST TR EXCHANGE TRADED FD 116.0 $15K $129.53 +104.9%
2091 BAUG INNOVATOR ETFS TRUST 300.0 $15K $50.04 +5.6%
2092 WDS WOODSIDE ENERGY GROUP LTD Energy 952.0 $15K +454.0 +91.2% $15.59 +21.5%
2093 JUST GOLDMAN SACHS ETF TR 153.0 $15K +133.0 +665.0% $96.69 +8.4%
2094 ESTC ELASTIC N V Technology 196.0 $15K -12K -98.5% $75.45 -25.5%
2095 BCH BANCO DE CHILE Financial Services 389.0 $15K +57.0 +17.2% $38.00 +2.4%
2096 PETROLEO BRASILEIRO SA PETRO 1,303.0 $15K +547.0 +72.3% $11.27
2097 WTS WATTS WATER TECHNOLOGIES INC Industrials 53.0 $15K +25.0 +89.3% $276.02 +30.2%
2098 QRVO QORVO INC Technology 173.0 $15K +2.0 +1.2% $84.51 +11.1%
2099 XMHQ INVESCO EXCHANGE TRADED FD T 142.0 $15K -8.0 -5.3% $102.47 +8.9%
2100 FCFS FIRSTCASH HOLDINGS INC Financial Services 91.0 $15K +28.0 +44.4% $159.38 +33.3%
Page 105 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%