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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 112 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 PSKY PARAMOUNT SKYDANCE CORP Communication Services 748.0 $10K -110.0 -12.8% $13.40 -28.1%
2222 RRC RANGE RES CORP Energy 284.0 $10K -191.0 -40.2% $35.26 +6.5%
2223 SUN SUNOCO LP/SUNOCO FIN CORP Energy 190.0 $10K $52.41 +26.9%
2224 SPGM SPDR INDEX SHS FDS 129.0 $10K +106.0 +460.9% $76.71 +9.7%
2225 MDU MDU RES GROUP INC Industrials 503.0 $10K -169.0 -25.1% $19.52 +12.1%
2226 U HAUL HOLDING COMPANY 209.0 $10K +21.0 +11.2% $46.74
2227 WIT WIPRO LTD Technology 3,433.0 $10K +309.0 +9.9% $2.84 -20.1%
2228 UEC URANIUM ENERGY CORP Energy 832.0 $10K -73.0 -8.1% $11.68 -7.5%
2229 HR HEALTHCARE RLTY TR Real Estate 566.0 $10K +42.0 +8.0% $16.95 +20.9%
2230 MD PEDIATRIX MEDICAL GROUP INC Healthcare 447.0 $10K +277.0 +162.9% $21.39 +15.4%
2231 HOMB HOME BANCSHARES INC Financial Services 344.0 $10K -69.0 -16.7% $27.78 +5.5%
2232 JPLD J P MORGAN EXCHANGE TRADED F 182.0 $10K NEW $52.34 -0.3%
2233 FCPI FIDELITY COVINGTON TRUST 192.0 $10K -24.0 -11.1% $49.48 +8.9%
2234 DFEN DIREXION SHS ETF TR 147.0 $9K NEW $63.88 +17.2%
2235 NXTG FIRST TR EXCHANGE-TRADED FD 87.0 $9K $107.77 +40.4%
2236 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 205.0 $9K +61.0 +42.4% $45.40 -13.8%
2237 PFL PIMCO INCOME STRATEGY FD Financial Services 1,100.0 $9K NEW $8.43 -8.2%
2238 GNL GLOBAL NET LEASE INC Real Estate 1,069.0 $9K +1K +1955.8% $8.60 +4.7%
2239 FMET FIDELITY COVINGTON TRUST 255.0 $9K $36.02 -1.0%
2240 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 733.0 $9K $12.38 +12.1%
Page 112 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%