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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 117 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 CMRE COSTAMARE INC Industrials 481.0 $8K NEW $15.79 -8.6%
2322 VLU SPDR SERIES TRUST 36.0 $8K $210.64 +12.6%
2323 KFY KORN FERRY Industrials 114.0 $8K +108.0 +1800.0% $66.02 +9.3%
2324 FAF FIRST AMERN FINL CORP Financial Services 122.0 $7K -108.0 -47.0% $61.44 +9.1%
2325 BUL PACER FDS TR 136.0 $7K $55.09 +8.2%
2326 FBP FIRST BANCORP P R Financial Services 360.0 $7K +158.0 +78.2% $20.73 +27.2%
2327 PEN PENUMBRA INC Healthcare 24.0 $7K -5.0 -17.2% $310.92 +1.8%
2328 FLO FLOWERS FOODS INC Consumer Defensive 685.0 $7K -223.0 -24.6% $10.88 -26.7%
2329 BSM BLACK STONE MINERALS L P Energy 560.0 $7K +171.0 +44.0% $13.29 +6.1%
2330 WLDR TWO RDS SHARED TR 209.0 $7K -63.0 -23.2% $35.56 +28.9%
2331 IWC ISHARES TR 47.0 $7K -2.0 -4.1% $157.70 +23.6%
2332 MORN MORNINGSTAR INC Financial Services 34.0 $7K -9.0 -20.9% $217.32 -28.8%
2333 TDTF FLEXSHARES TR 308.0 $7K -19.0 -5.8% $23.96 -0.7%
2334 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 322.0 $7K -31.0 -8.8% $22.92 +17.0%
2335 TNK TEEKAY TANKERS LTD Energy 138.0 $7K -2K -93.5% $53.42 +27.3%
2336 MAGIC SOFTWARE ENTERPRISES L 284.0 $7K NEW $25.75
2337 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 58.0 $7K $126.07 -27.4%
2338 IXJ ISHARES TR 75.0 $7K +36.0 +92.3% $97.40 +1.5%
2339 SHOO MADDEN STEVEN LTD Consumer Cyclical 175.0 $7K +22.0 +14.4% $41.64 +3.8%
2340 GPIX GOLDMAN SACHS ETF TR 138.0 $7K NEW $52.80 +3.2%
Page 117 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%