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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 114 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 NJUL INNOVATOR ETFS TRUST 120.0 $9K $72.62 +6.5%
2262 GAIN GLADSTONE INVT CORP Financial Services 622.0 $9K $13.97 +8.5%
2263 JMOM J P MORGAN EXCHANGE TRADED F 127.0 $9K +126.0 +10000.0% $68.15 +21.9%
2264 IQDG WISDOMTREE TR 208.0 $9K $41.48 +2.9%
2265 INCO COLUMBIA ETF TR II 133.0 $9K NEW $64.81 -7.8%
2266 SEIC SEI INVTS CO Financial Services 105.0 $9K +23.0 +28.1% $82.02 +6.4%
2267 FELE FRANKLIN ELEC INC Industrials 90.0 $9K $95.53 +12.9%
2268 DLS WISDOMTREE TR 106.0 $9K +69.0 +186.5% $81.01 +3.3%
2269 RWJ INVESCO EXCH TRADED FD TR II 176.0 $9K -1.0 -0.6% $48.72 +22.8%
2270 HUDSON PAC PPTYS INC 789.0 $9K NEW $10.83
2271 AEGON LTD 1,107.0 $9K +84.0 +8.2% $7.71
2272 SMIN ISHARES TR 122.0 $9K +24.0 +24.5% $69.91 +0.3%
2273 FEZ SPDR INDEX SHS FDS 132.0 $8K $64.39 +4.2%
2274 HXL HEXCEL CORP NEW Industrials 115.0 $8K $73.90 +30.6%
2275 VAL VALARIS LTD Energy 168.0 $8K $50.40 +51.5%
2276 NUVEEN PENNSYLVANIA QLT MUN 712.0 $8K $11.89
2277 QTWO Q2 HLDGS INC Technology 117.0 $8K +78.0 +200.0% $72.16 -33.6%
2278 DUHP DIMENSIONAL ETF TRUST 222.0 $8K $38.03 +7.7%
2279 AUDC AUDIOCODES LTD Technology 965.0 $8K -607.0 -38.6% $8.73 +7.6%
2280 VGM INVESCO TR INVT GRADE MUNS Financial Services 809.0 $8K NEW $10.37 +0.9%
Page 114 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%