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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 116 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 RLY SSGA ACTIVE ETF TR 256.0 $8K +203.0 +383.0% $31.45 +10.2%
2302 DTH WISDOMTREE TR 156.0 $8K $51.60 +4.3%
2303 XSW SPDR SERIES TRUST 43.0 $8K $187.14 -10.5%
2304 IWX ISHARES TR 87.0 $8K +51.0 +141.7% $91.86 +14.2%
2305 APIE TRUST FOR PROFESSIONAL MANAG 225.0 $8K $35.51 +6.9%
2306 FRT FEDERAL RLTY INVT TR NEW Real Estate 79.0 $8K -2.0 -2.5% $100.80 +24.1%
2307 CLOZ SERIES PORTFOLIOS TR 300.0 $8K $26.48 -0.3%
2308 SMTH ALPS ETF TR 304.0 $8K $26.07 -1.0%
2309 PML PIMCO MUN INCOME FD II Financial Services 1,038.0 $8K NEW $7.54 +0.7%
2310 BILI BILIBILI INC Technology 318.0 $8K +104.0 +48.6% $24.59 -33.0%
2311 RHI ROBERT HALF INC. Industrials 287.0 $8K +86.0 +42.8% $27.18 +20.5%
2312 FREL FIDELITY COVINGTON TRUST 290.0 $8K -68.0 -19.0% $26.89 +11.5%
2313 MOOG INC 32.0 $8K +13.0 +68.4% $243.56
2314 GKOS GLAUKOS CORP Healthcare 69.0 $8K +56.0 +430.8% $112.91 +27.9%
2315 ESI ELEMENT SOLUTIONS INC Basic Materials 310.0 $8K +153.0 +97.5% $24.99 +82.7%
2316 QLYS QUALYS INC Technology 58.0 $8K +38.0 +190.0% $132.90 -7.2%
2317 ADVISORS INNER CIRCLE FD II 255.0 $8K $30.09
2318 PPLT ABRDN PLATINUM ETF TRUST Financial Services 41.0 $8K -238.0 -85.3% $186.44 -92.1%
2319 DMA DESTRA MULTI-ALTERNATIVE FD Financial Services 852.0 $8K NEW $8.97 -18.1%
2320 PSMT PRICESMART INC Consumer Defensive 62.0 $8K $122.68 +60.0%
Page 116 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%