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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 65 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ZS ZSCALER INC Technology 998.0 $224K +154.0 +18.2% $224.92 -41.2%
1282 WPP WPP PLC NEW Communication Services 9,907.0 $223K +5K +106.0% $22.46 -28.2%
1283 AYI ACUITY INC Industrials 617.0 $222K +37.0 +6.4% $360.07 +0.7%
1284 EUSA ISHARES INC 2,128.0 $220K -24.0 -1.1% $103.37 +9.8%
1285 ILCB ISHARES TR 2,299.0 $217K +2K +5950.0% $94.38 +7.5%
1286 USMC PRINCIPAL EXCHANGE TRADED FD 3,164.0 $217K +499.0 +18.7% $68.45 +6.3%
1287 XYL XYLEM INC Industrials 1,589.0 $216K +423.0 +36.3% $136.20 -14.5%
1288 U UNITY SOFTWARE INC Technology 4,897.0 $216K +776.0 +18.8% $44.17 -36.1%
1289 J P MORGAN EXCHANGE TRADED F 3,420.0 $216K NEW $63.18
1290 GFI GOLD FIELDS LTD Basic Materials 4,941.0 $216K +1K +27.5% $43.66 -23.2%
1291 SDVY FIRST TR EXCHANGE-TRADED FD 5,592.0 $214K +656.0 +13.3% $38.32 +12.4%
1292 FDMO FIDELITY COVINGTON TRUST 2,533.0 $213K +3K +10000.0% $83.96 +13.4%
1293 CAG CONAGRA BRANDS INC Consumer Defensive 12,277.0 $213K +1K +10.5% $17.31 -18.7%
1294 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,354.0 $212K -317.0 -19.0% $156.81 +39.5%
1295 RDNT RADNET INC Healthcare 2,951.0 $211K +429.0 +17.0% $71.35 -14.9%
1296 EPD ENTERPRISE PRODS PARTNERS L Energy 6,559.0 $210K -3K -34.1% $32.06 +14.1%
1297 SITM SITIME CORP Technology 595.0 $210K -9.0 -1.5% $353.19 +90.3%
1298 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,027.0 $209K +91.0 +9.7% $203.11 +61.8%
1299 LAZ LAZARD INC Financial Services 4,292.0 $208K -247.0 -5.4% $48.56 -17.4%
1300 RL RALPH LAUREN CORP Consumer Cyclical 589.0 $208K +62.0 +11.8% $353.61 +16.3%
Page 65 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%