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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 125 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 EATON VANCE TAX-MANAGED BUY- 336.0 $5K NEW $14.36
2482 FCVT FIRST TR EXCHANGE-TRADED FD 112.0 $5K $43.04 +21.5%
2483 RECS COLUMBIA ETF TR I 117.0 $5K $40.84 +4.7%
2484 BCX BLACKROCK RES & COMMODITIES Financial Services 433.0 $5K $10.98 -1.5%
2485 XTL SPDR SERIES TRUST 31.0 $5K $153.23 +41.4%
2486 AN AUTONATION INC Consumer Cyclical 23.0 $5K +3.0 +15.0% $206.48 -7.2%
2487 DGICA DONEGAL GROUP INC Financial Services 236.0 $5K $19.98 -6.4%
2488 FIRST HAWAIIAN INC 186.0 $5K +161.0 +644.0% $25.30
2489 FXU FIRST TR EXCHANGE TRADED FD 104.0 $5K NEW $45.01 +11.6%
2490 CAPE DOUBLELINE ETF TRUST 145.0 $5K $32.23 +1.6%
2491 ARMK ARAMARK Industrials 126.0 $5K -34.0 -21.2% $36.86 +52.1%
2492 WMS ADVANCED DRAIN SYS INC DEL Industrials 32.0 $5K +4.0 +14.3% $144.84 +6.7%
2493 MHK MOHAWK INDS INC Consumer Cyclical 42.0 $5K +7.0 +20.0% $109.05 +9.8%
2494 HTRB HARTFORD FDS EXCHANGE TRADED 134.0 $5K +67.0 +100.0% $34.15 -0.5%
2495 DHF BNY MELLON HIGH YIELD STRATE Financial Services 1,837.0 $5K +656.0 +55.5% $2.48 -2.8%
2496 CCC CCC INTELLIGENT SOLUTIONS HL Technology 571.0 $5K +355.0 +164.3% $7.95 -37.0%
2497 COMB GRANITESHARES ETF TR 215.0 $5K $21.11 +13.8%
2498 WKC WORLD KINECT CORPORATION Energy 192.0 $4K -3K -93.2% $23.43 +43.9%
2499 IMFL INVESCO EXCH TRD SLF IDX FD 151.0 $4K $29.79 +15.0%
2500 ESE ESCO TECHNOLOGIES INC Technology 23.0 $4K +11.0 +91.7% $195.39 +73.9%
Page 125 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%