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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 110 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 VLYPN VALLEY NATL BANCORP Financial Services 961.0 $11K +608.0 +172.2% $11.68 +120.0%
2182 CRGY CRESCENT ENERGY COMPANY Energy 1,334.0 $11K NEW $8.39 +20.6%
2183 HSIC HENRY SCHEIN INC Healthcare 148.0 $11K +127.0 +604.8% $75.58 +12.4%
2184 MEOH METHANEX CORP Basic Materials 281.0 $11K NEW $39.72 +21.2%
2185 IJS ISHARES TR 98.0 $11K -1K -91.9% $113.72 +20.4%
2186 FRDM EA SERIES TRUST 217.0 $11K NEW $51.27 +40.6%
2187 BCO BRINKS CO Industrials 94.0 $11K $116.73 -19.4%
2188 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 106.0 $11K $103.47 +23.3%
2189 SATS ECHOSTAR CORP Technology 100.0 $11K +64.0 +177.8% $108.70 -10.5%
2190 ACLS AXCELIS TECHNOLOGIES INC Technology 135.0 $11K +10.0 +8.0% $80.34 +115.6%
2191 BBAX J P MORGAN EXCHANGE TRADED F 192.0 $11K -4.0 -2.0% $56.30 +6.2%
2192 IGHG PROSHARES TR 137.0 $11K -36K -99.6% $78.42 -0.3%
2193 SNPE DBX ETF TR 171.0 $11K -60.0 -26.0% $62.45 +8.2%
2194 QLTY GMO ETF TRUST 277.0 $11K +62.0 +28.8% $38.46 +6.2%
2195 MODL VICTORY PORTFOLIOS II 224.0 $11K +126.0 +128.6% $47.52 +5.5%
2196 EQNR EQUINOR ASA Energy 450.0 $11K -164.0 -26.7% $23.64 +31.2%
2197 GNRC GENERAC HLDGS INC Industrials 78.0 $11K -15.0 -16.1% $136.37 +104.3%
2198 VOTE TCW ETF TRUST 132.0 $11K NEW $80.22 +7.7%
2199 HEEM ISHARES INC 303.0 $11K NEW $34.76 +26.3%
2200 RVMD REVOLUTION MEDICINES INC Healthcare 132.0 $11K +39.0 +41.9% $79.65 +128.6%
Page 110 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%