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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 106 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 CNXC CONCENTRIX CORP Technology 348.0 $14K +286.0 +461.3% $41.58 -39.9%
2102 NUVEEN DOW 30 DYNMC OVERWRT 944.0 $14K NEW $15.26
2103 ESAB ESAB CORPORATION Industrials 128.0 $14K +9.0 +7.6% $111.72 -9.9%
2104 BEPC BROOKFIELD RENEWABLE CORP Utilities 371.0 $14K +100.0 +36.9% $38.34 -1.6%
2105 FLS FLOWSERVE CORP Industrials 205.0 $14K +145.0 +241.7% $69.38 +4.6%
2106 IVOO VANGUARD ADMIRAL FDS INC 127.0 $14K +1.0 +0.8% $111.80 +15.4%
2107 BKEM BNY MELLON ETF TRUST 188.0 $14K NEW $74.87 +24.7%
2108 RQI COHEN & STEERS QUALITY INCOM Financial Services 1,227.0 $14K -721.0 -37.0% $11.42 +9.0%
2109 FHYS FEDERATED HERMES ETF TRUST 600.0 $14K NEW $23.29 -0.7%
2110 IYZ ISHARES TR 412.0 $14K -474.0 -53.5% $33.90 +21.6%
2111 KNF KNIFE RIVER CORP Basic Materials 198.0 $14K +126.0 +175.0% $70.35 +32.1%
2112 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 147.0 $14K -3K -95.0% $94.71 +13.1%
2113 AUB ATLANTIC UN BANKSHARES CORP Financial Services 394.0 $14K +40.0 +11.3% $35.30 +18.6%
2114 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 1,713.0 $14K +559.0 +48.4% $8.11 -4.2%
2115 BILL BILL HOLDINGS INC Technology 252.0 $14K +115.0 +83.9% $54.54 -34.9%
2116 NJAN INNOVATOR ETFS TRUST 250.0 $14K $54.92 +6.1%
2117 CHT CHUNGHWA TELECOM CO LTD Communication Services 329.0 $14K +20.0 +6.5% $41.71 +7.7%
2118 DFIS DIMENSIONAL ETF TRUST 415.0 $14K $32.94 +6.7%
2119 GXO GXO LOGISTICS INCORPORATED Industrials 259.0 $14K +150.0 +137.6% $52.64 -4.7%
2120 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 1,056.0 $14K NEW $12.88 -17.0%
Page 106 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%