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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 63 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 POOL POOL CORP Industrials 1,115.0 $255K 0.00% +62.0 +5.9% $228.78 -7.5%
1242 SIMO SILICON MOTION TECHNOLOGY CO Technology 2,751.0 $255K 0.00% +296.0 +12.1% $92.70 +229.3%
1243 BLOCK INC 3,885.0 $253K 0.00% +938.0 +31.8% $65.09
1244 SPLV INVESCO EXCH TRADED FD TR II 3,518.0 $251K 0.00% $71.42 +6.1%
1245 PRCT PROCEPT BIOROBOTICS CORP Healthcare 7,910.0 $249K 0.00% +340.0 +4.5% $31.46 -28.3%
1246 IGRO ISHARES TR 3,003.0 $249K 0.00% -91K -96.8% $82.77 +6.0%
1247 CCL CARNIVAL CORP Consumer Cyclical 8,113.0 $248K 0.00% +1K +14.5% $30.54 -4.8%
1248 PRFZ INVESCO EXCHANGE TRADED FD T 5,399.0 $248K 0.00% -1K -20.7% $45.89 +19.4%
1249 FPE FIRST TR EXCH TRADED FD III 13,556.0 $247K 0.00% -531.0 -3.8% $18.22 -1.9%
1250 AVY AVERY DENNISON CORP Industrials 1,354.0 $246K 0.00% +335.0 +32.9% $181.92 -8.9%
1251 BUFC AB ACTIVE ETFS INC 5,953.0 $246K 0.00% +1K +28.7% $41.33 +2.4%
1252 EPI WISDOMTREE TR 5,312.0 $246K 0.00% -626.0 -10.5% $46.29 -7.3%
1253 SEI SOLARIS ENERGY INFRAS INC Energy 5,323.0 $245K +4K +371.1% $45.97 +67.1%
1254 TFII TFI INTL INC Industrials 2,367.0 $245K -15K -86.1% $103.36 +39.8%
1255 DWX SPDR INDEX SHS FDS 5,527.0 $243K -266.0 -4.6% $43.94 +4.6%
1256 SWX SOUTHWEST GAS HLDGS INC Utilities 3,034.0 $243K -125.0 -4.0% $80.02 +13.6%
1257 NICE NICE LTD Technology 2,135.0 $241K +32.0 +1.5% $113.04 -18.6%
1258 RBC RBC BEARINGS INC Industrials 538.0 $241K -25.0 -4.4% $448.43 +40.6%
1259 FHN FIRST HORIZON CORPORATION Financial Services 10,094.0 $241K +2K +28.7% $23.90 +7.0%
1260 MASI MASIMO CORP Healthcare 1,850.0 $241K +97.0 +5.5% $130.06 +38.4%
Page 63 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%