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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 119 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 CHDN CHURCHILL DOWNS INC Consumer Cyclical 61.0 $7K -81.0 -57.0% $113.79 -21.8%
2362 PERIMETER SOLUTIONS INC 252.0 $7K +19.0 +8.2% $27.53
2363 SCVL SHOE CARNIVAL INC Consumer Cyclical 410.0 $7K -146.0 -26.3% $16.88 -5.3%
2364 CBSH COMMERCE BANCSHARES INC Financial Services 132.0 $7K +34.0 +34.7% $52.34 +10.4%
2365 DSP VIANT TECHNOLOGY INC Technology 570.0 $7K $12.04 -2.1%
2366 BLKB BLACKBAUD INC Technology 108.0 $7K +87.0 +414.3% $63.32 -53.8%
2367 BBAG J P MORGAN EXCHANGE TRADED F 145.0 $7K $46.42 -0.7%
2368 SPYI NEOS ETF TRUST 128.0 $7K +23.0 +21.9% $52.53 -1.3%
2369 AGOX STARBOARD INVT TR 235.0 $7K $28.56 +19.1%
2370 BKAG BNY MELLON ETF TRUST 158.0 $7K NEW $42.39 -0.6%
2371 NJR NEW JERSEY RES CORP Utilities 145.0 $7K +100.0 +222.2% $46.12 +24.9%
2372 EXPO EXPONENT INC Industrials 96.0 $7K +85.0 +772.7% $69.46 -12.4%
2373 SELV SEI EXCHANGE TRADED FUNDS 206.0 $7K $32.31 +1.0%
2374 TDVG T ROWE PRICE ETF INC 147.0 $7K -837.0 -85.1% $44.97 +7.8%
2375 ECG EVERUS CONSTR GROUP Industrials 77.0 $7K +8.0 +11.6% $85.56 +81.5%
2376 GNTX GENTEX CORP Consumer Cyclical 283.0 $7K -5.0 -1.7% $23.27 +10.2%
2377 THW ABRDN WORLD HEALTHCARE FUND Financial Services 515.0 $7K NEW $12.78 +2.5%
2378 YMM FULL TRUCK ALLIANCE CO LTD Technology 613.0 $7K +150.0 +32.4% $10.73 -28.0%
2379 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 427.0 $7K +122.0 +40.0% $15.38 -0.5%
2380 REZI RESIDEO TECHNOLOGIES INC Industrials 187.0 $7K -529.0 -73.9% $35.12 -11.8%
Page 119 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%