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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 15 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TRU TRANSUNION Industrials 274,982.0 $23.0M 0.05% NEW $83.78 -15.7%
282 VYMI VANGUARD WHITEHALL FDS 269,909.0 $22.9M 0.05% NEW $84.68 +17.8%
283 AJG GALLAGHER ARTHUR J & CO Financial Services 73,272.0 $22.7M 0.05% NEW $309.74 -33.9%
284 TSN TYSON FOODS INC Consumer Defensive 416,710.0 $22.6M 0.05% NEW $54.30 +19.8%
285 SNOW SNOWFLAKE INC Technology 99,785.0 $22.5M 0.05% NEW $225.55 -23.7%
286 JNJ JOHNSON & JOHNSON Healthcare 121,277.0 $22.5M 0.05% NEW $185.42 +26.4%
287 WELL WELLTOWER INC Real Estate 125,578.0 $22.4M 0.05% NEW $178.14 +21.4%
288 DEO DIAGEO PLC Consumer Defensive 229,780.0 $21.9M 0.05% NEW $95.43 -9.7%
289 XUDV FRANKLIN TEMPLETON ETF TR 807,942.0 $21.6M 0.05% NEW $26.72 +17.3%
290 ENTERGY CORP NEW 230,532.0 $21.5M 0.05% NEW $93.19
291 ICVT ISHARES TR 214,298.0 $21.4M 0.05% NEW $100.05 +18.3%
292 AOA ISHARES TR 243,056.0 $21.4M 0.05% NEW $88.14 +9.8%
293 CPRT COPART INC Industrials 472,845.0 $21.3M 0.05% NEW $44.97 -24.9%
294 HOOD ROBINHOOD MKTS INC Financial Services 146,573.0 $21.0M 0.04% NEW $143.18 -48.6%
295 MCK MCKESSON CORP Healthcare 26,991.0 $20.9M 0.04% NEW $772.53 -0.8%
296 CM CANADIAN IMPERIAL BK COMM Financial Services 260,398.0 $20.8M 0.04% NEW $79.89 +44.6%
297 SCHB SCHWAB STRATEGIC TR 805,112.0 $20.7M 0.04% NEW $25.71 +11.7%
298 CMF ISHARES TR 362,301.0 $20.7M 0.04% NEW $57.04 -0.4%
299 PCAR PACCAR INC Industrials 206,576.0 $20.3M 0.04% NEW $98.32 +11.2%
300 BK BANK NEW YORK MELLON CORP Financial Services 184,128.0 $20.1M 0.04% NEW $108.96 +27.8%
Page 15 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%