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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 121 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 TFX TELEFLEX INCORPORATED Healthcare 50.0 $6K +17.0 +51.5% $122.04 +6.4%
2402 DON WISDOMTREE TR 118.0 $6K -86.0 -42.2% $51.60 +10.0%
2403 ADVISORS INNER CIRCLE FD II 212.0 $6K $28.60
2404 BROS DUTCH BROS INC Consumer Cyclical 99.0 $6K -9.0 -8.3% $61.22 +17.4%
2405 NE NOBLE CORP PLC Energy 214.0 $6K +186.0 +664.3% $28.24 +35.7%
2406 SUZ SUZANO S A Basic Materials 644.0 $6K +537.0 +501.9% $9.34 -17.3%
2407 BNTX BIONTECH SE Healthcare 63.0 $6K +5.0 +8.6% $95.21 -4.2%
2408 TIDAL TRUST I 263.0 $6K $22.55
2409 ACAD ACADIA PHARMACEUTICALS INC Healthcare 222.0 $6K +25.0 +12.7% $26.71 -5.2%
2410 FTS FORTIS INC Utilities 114.0 $6K $51.94 +12.1%
2411 ADVISORS INNER CIRCLE FD II 220.0 $6K $26.91
2412 AVT AVNET INC Technology 123.0 $6K -117.0 -48.8% $48.08 +79.6%
2413 QABA FIRST TR EXCHANGE-TRADED FD 104.0 $6K $56.66 +19.0%
2414 PLAB PHOTRONICS INC Technology 183.0 $6K -92.0 -33.5% $32.00 -4.1%
2415 HACK AMPLIFY ETF TR 72.0 $6K $80.38 +22.7%
2416 SLG SL GREEN RLTY CORP Real Estate 126.0 $6K -10.0 -7.3% $45.87 +13.7%
2417 FXG FIRST TR EXCHANGE TRADED FD 95.0 $6K $60.68 +4.5%
2418 WWJD NORTHERN LTS FD TR IV 158.0 $6K $36.48 +3.8%
2419 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 111.0 $6K $51.91 +3.8%
2420 BBD BANCO BRADESCO S A Financial Services 1,730.0 $6K +557.0 +47.5% $3.33 +3.9%
Page 121 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%