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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 122 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 VOYA VOYA FINANCIAL INC Financial Services 77.0 $6K +68.0 +755.6% $74.49 +22.3%
2422 ERIE ERIE INDTY CO Financial Services 20.0 $6K +7.0 +53.9% $286.65 -16.7%
2423 SPYX SPDR SERIES TRUST 102.0 $6K NEW $56.19 +6.6%
2424 MIDCAP FINANCIAL INVSTMNT CO 500.0 $6K $11.44
2425 PFM INVESCO EXCHANGE TRADED FD T 111.0 $6K $51.50 +7.3%
2426 PHI PLDT INC Communication Services 262.0 $6K +234.0 +835.7% $21.74 -16.9%
2427 EDGF ADVISORS INNER CIRCLE FD II 231.0 $6K $24.65 +0.9%
2428 FS SPECIALTY LENDING FD 402.0 $6K NEW $14.14
2429 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 93.0 $6K +61.0 +190.6% $60.89 -2.1%
2430 SLM SLM CORP Financial Services 208.0 $6K +12.0 +6.1% $27.00 -5.8%
2431 FRO FRONTLINE PLC Energy 257.0 $6K NEW $21.82 +62.8%
2432 ASTS AST SPACEMOBILE INC Technology 77.0 $6K +27.0 +54.0% $72.64 -1.6%
2433 CELH CELSIUS HLDGS INC Consumer Defensive 122.0 $6K +15.0 +14.0% $45.75 -34.7%
2434 IFLN INVESCO EXCH TRADED FD TR II 300.0 $6K $18.60 -1.7%
2435 YEXT YEXT INC Technology 692.0 $6K $8.06 -44.9%
2436 SPH SUBURBAN PROPANE PARTNERS L Utilities 300.0 $6K $18.54 -6.2%
2437 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 94.0 $6K +8.0 +9.3% $59.09 +48.1%
2438 SILJ AMPLIFY ETF TR 200.0 $6K -2K -89.5% $27.67 -5.6%
2439 IJUL INNOVATOR ETFS TRUST 165.0 $6K $33.51 +6.9%
2440 CUK CARNIVAL PLC Consumer Cyclical 182.0 $6K -23.0 -11.2% $30.33 -9.4%
Page 122 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%