BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 64 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ESGV VANGUARD WORLD FD 1,989.0 $241K NEW $120.96 +6.7%
1262 CCJ CAMECO CORP Energy 2,626.0 $240K -176.0 -6.3% $91.48 +14.2%
1263 JCPB J P MORGAN EXCHANGE TRADED F 5,068.0 $240K +206.0 +4.2% $47.35 -0.5%
1264 KBE SPDR SERIES TRUST 3,932.0 $239K -286.0 -6.8% $60.69 +12.7%
1265 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,831.0 $237K +591.0 +26.4% $83.86 +18.7%
1266 AER AERCAP HOLDINGS NV Industrials 1,648.0 $237K -183.0 -10.0% $143.76 +3.5%
1267 HURN HURON CONSULTING GROUP INC Industrials 1,358.0 $235K +203.0 +17.6% $172.91 -42.9%
1268 SHE SPDR SERIES TRUST 1,777.0 $235K -506.0 -22.2% $132.07 +15.7%
1269 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 388.0 $234K +179.0 +85.7% $603.28 +15.3%
1270 BPOP POPULAR INC Financial Services 1,867.0 $232K -560.0 -23.1% $124.52 +33.1%
1271 VOOV VANGUARD ADMIRAL FDS INC 1,124.0 $230K +26.0 +2.4% $204.85 +6.5%
1272 TCAF T ROWE PRICE ETF INC 6,015.0 $230K $38.22 +5.8%
1273 ABCB AMERIS BANCORP Financial Services 3,084.0 $229K -293.0 -8.7% $74.27 +22.5%
1274 HDB HDFC BANK LTD Financial Services 6,268.0 $229K +2K +52.0% $36.54 -29.6%
1275 LNC LINCOLN NATL CORP IND Financial Services 5,100.0 $227K -1K -18.9% $44.53 -17.5%
1276 SPEU SPDR INDEX SHS FDS 4,356.0 $227K -374.0 -7.9% $52.13 +3.6%
1277 KMPR KEMPER CORP Financial Services 5,586.0 $226K +6K +10000.0% $40.54 -33.9%
1278 AHR AMERICAN HEALTHCARE REIT INC Real Estate 4,801.0 $226K -2K -26.3% $47.06 +8.4%
1279 BIOHAVEN LTD 19,939.0 $225K -3K -12.7% $11.29
1280 ALC ALCON AG Healthcare 2,855.0 $225K -3K -49.0% $78.82 -14.0%
Page 64 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%