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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 113 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 RDN RADIAN GROUP INC Financial Services 252.0 $9K -121.0 -32.4% $35.99 +4.2%
2242 PJT PJT PARTNERS INC Financial Services 54.0 $9K -3.0 -5.3% $167.20 -9.3%
2243 UBSI UNITED BANKSHARES INC WEST V Financial Services 235.0 $9K -14.0 -5.6% $38.40 +20.3%
2244 SPSC SPS COMM INC Technology 101.0 $9K +97.0 +2425.0% $89.13 -33.9%
2245 CHE CHEMED CORP NEW Healthcare 21.0 $9K +13.0 +162.5% $427.86 +8.3%
2246 HIGHLAND OPPS & INCOME FD 1,500.0 $9K NEW $5.98
2247 LTM LATAM AIRLINES GROUP SA Industrials 166.0 $9K +59.0 +55.1% $54.01 +8.7%
2248 RLI RLI CORP Financial Services 140.0 $9K +61.0 +77.2% $63.98 -10.0%
2249 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 284.0 $9K +257.0 +951.9% $31.43 +25.9%
2250 QDF FLEXSHARES TR 110.0 $9K $80.81 +9.0%
2251 BAR GRANITESHARES GOLD TR Financial Services 209.0 $9K -8.0 -3.7% $42.49 -5.7%
2252 JOBY JOBY AVIATION INC Industrials 672.0 $9K -23.0 -3.3% $13.20 -33.1%
2253 KAT ADVISORS SER TR 161.0 $9K -85.0 -34.5% $55.00 -0.8%
2254 PR PERMIAN RESOURCES CORP Energy 631.0 $9K +206.0 +48.5% $14.03 +33.4%
2255 KAI KADANT INC Industrials 31.0 $9K NEW $285.03 +13.9%
2256 POR PORTLAND GEN ELEC CO Utilities 184.0 $9K +15.0 +8.9% $47.99 +9.5%
2257 GRIN VICTORY PORTFOLIOS II 319.0 $9K $27.63 +19.0%
2258 DBEF DBX ETF TR 183.0 $9K $48.11 +12.2%
2259 RING ISHARES INC 119.0 $9K +14.0 +13.3% $73.64 -10.4%
2260 EVN EATON VANCE MUNI INCOME TRUS Financial Services 814.0 $9K $10.76 +3.2%
Page 113 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%