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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 120 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 J P MORGAN EXCHANGE TRADED F 137.0 $7K NEW $47.55
2382 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 79.0 $6K $82.11 -35.0%
2383 SFLR INNOVATOR ETFS TRUST 175.0 $6K $36.86 +3.0%
2384 MSA MSA SAFETY INC Industrials 40.0 $6K -34.0 -46.0% $160.15 +6.4%
2385 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 84.0 $6K -9.0 -9.7% $76.23 -31.8%
2386 RSPN INVESCO EXCHANGE TRADED FD T 113.0 $6K $56.63 +11.6%
2387 NUMG NUSHARES ETF TR 134.0 $6K $47.75 -4.5%
2388 PCRB PUTNAM ETF TRUST 129.0 $6K NEW $49.31 -6.9%
2389 ONB OLD NATL BANCORP IND Financial Services 285.0 $6K -164.0 -36.5% $22.31 +16.0%
2390 CCB COASTAL FINL CORP WA Financial Services 55.0 $6K $114.58 -32.6%
2391 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 269.0 $6K -2K -89.1% $23.37 +29.2%
2392 PDN INVESCO EXCH TRADED FD TR II 149.0 $6K $42.19 +5.8%
2393 SPDR SERIES TRUST 195.0 $6K NEW $32.11
2394 MTN VAIL RESORTS INC Consumer Cyclical 47.0 $6K +27.0 +135.0% $132.81 +3.9%
2395 PBI PITNEY BOWES INC Industrials 587.0 $6K +566.0 +2695.2% $10.57 +71.4%
2396 AGM FEDERAL AGRIC MTG CORP Financial Services 35.0 $6K $175.57 +11.0%
2397 DVA DAVITA INC Healthcare 54.0 $6K +6.0 +12.5% $113.69 +90.9%
2398 UGI UGI CORP NEW Utilities 164.0 $6K -91.0 -35.7% $37.43 -5.4%
2399 GPIQ GOLDMAN SACHS ETF TR 116.0 $6K NEW $52.87 +8.0%
2400 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 49.0 $6K +13.0 +36.1% $124.55 -6.4%
Page 120 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%