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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 108 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 CNA CNA FINL CORP Financial Services 266.0 $13K +263.0 +8766.7% $47.74 +1.3%
2142 SIL GLOBAL X FDS 152.0 $13K -681.0 -81.8% $83.52 -6.1%
2143 MRSK NORTHERN LIGHTS FD TR 344.0 $13K +137.0 +66.2% $36.80 +3.1%
2144 CWST CASELLA WASTE SYS INC Industrials 129.0 $13K +47.0 +57.3% $97.94 -3.7%
2145 VTHR VANGUARD SCOTTSDALE FDS 42.0 $13K +10.0 +31.2% $300.33 +8.0%
2146 WEN WENDYS CO Consumer Cyclical 1,511.0 $13K +209.0 +16.1% $8.33 -6.4%
2147 PII POLARIS INC Consumer Cyclical 199.0 $13K -13.0 -6.1% $63.25 +14.7%
2148 BROWN FORMAN CORP 478.0 $13K +165.0 +52.7% $26.32
2149 DFEM DIMENSIONAL ETF TRUST 380.0 $13K $33.08 +20.4%
2150 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 232.0 $13K -5.0 -2.1% $54.17 +63.4%
2151 NEXXEN INTL LTD 1,919.0 $13K -2K -48.4% $6.54
2152 VSGX VANGUARD WORLD FD 175.0 $13K NEW $71.62 +13.4%
2153 WYNN WYNN RESORTS LTD Consumer Cyclical 104.0 $13K +34.0 +48.6% $120.33 -16.5%
2154 SYNOVUS FINL CORP 250.0 $13K +41.0 +19.6% $50.05
2155 SCYB SCHWAB STRATEGIC TR 473.0 $12K $26.42 -1.0%
2156 OVV OVINTIV INC Energy 315.0 $12K +113.0 +55.9% $39.23 +35.6%
2157 HWC HANCOCK WHITNEY CORPORATION Financial Services 194.0 $12K +95.0 +96.0% $63.68 +16.9%
2158 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 642.0 $12K -379.0 -37.1% $19.20 +4.4%
2159 MKSI MKS INC. Technology 77.0 $12K +21.0 +37.5% $159.81 +143.2%
2160 BOX BOX INC Technology 410.0 $12K +195.0 +90.7% $29.91 -11.5%
Page 108 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%