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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 109 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 W WAYFAIR INC Consumer Cyclical 122.0 $12K +39.0 +47.0% $100.41 -5.9%
2162 FMDE FIDELITY COVINGTON TRUST 335.0 $12K -265.0 -44.2% $36.38 +10.9%
2163 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 244.0 $12K NEW $49.82 +21.1%
2164 SOUTHSTATE BK CORP 129.0 $12K +13.0 +11.2% $94.11
2165 BBEU J P MORGAN EXCHANGE TRADED F 165.0 $12K +59.0 +55.7% $73.30 +4.3%
2166 NTNX NUTANIX INC Technology 234.0 $12K -45.0 -16.1% $51.69 -3.8%
2167 FDLO FIDELITY COVINGTON TRUST 181.0 $12K +38.0 +26.6% $66.75 +1.7%
2168 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 173.0 $12K -11.0 -6.0% $68.36 -32.3%
2169 CHH CHOICE HOTELS INTL INC Consumer Cyclical 124.0 $12K +107.0 +629.4% $95.26 +18.3%
2170 UFOX ETF SER SOLUTIONS 183.0 $12K +118.0 +181.5% $63.84 +37.9%
2171 XOP SPDR SERIES TRUST 92.0 $12K -23.0 -20.0% $126.26 +22.4%
2172 DFAR DIMENSIONAL ETF TRUST 503.0 $12K -324.0 -39.2% $22.90 +16.8%
2173 KC KINGSOFT CLOUD HLDGS LTD Technology 1,110.0 $11K $10.34 -17.0%
2174 EVV EATON VANCE LIMITED DURATION Financial Services 1,150.0 $11K NEW $9.91 -6.6%
2175 IONQ IONQ INC Technology 253.0 $11K +99.0 +64.3% $44.87 +9.9%
2176 SNN SMITH & NEPHEW PLC Healthcare 346.0 $11K +16.0 +4.8% $32.81 -8.4%
2177 MMS MAXIMUS INC Industrials 131.0 $11K +39.0 +42.4% $86.27 -36.8%
2178 FR FIRST INDL RLTY TR INC Real Estate 197.0 $11K -3K -93.4% $57.27 +11.0%
2179 VMI VALMONT INDS INC Industrials 28.0 $11K +4.0 +16.7% $402.32 +41.4%
2180 MAC MACERICH CO Real Estate 608.0 $11K +267.0 +78.3% $18.47 +39.8%
Page 109 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%