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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 66 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ILCV ISHARES TR 2,204.0 $208K +1K +133.5% $94.36 +6.9%
1302 CSTL CASTLE BIOSCIENCES INC Healthcare 5,287.0 $206K -418.0 -7.3% $38.90 -37.5%
1303 PTLC PACER FDS TR 3,672.0 $204K -1K -27.2% $55.58 +2.9%
1304 HRL HORMEL FOODS CORP Consumer Defensive 8,591.0 $204K +6K +180.9% $23.70 +11.9%
1305 JEF JEFFERIES FINL GROUP INC Financial Services 3,252.0 $202K +99.0 +3.1% $61.97 -20.8%
1306 DFIC DIMENSIONAL ETF TRUST 5,846.0 $201K $34.46 +7.5%
1307 AXSM AXSOME THERAPEUTICS INC Healthcare 1,103.0 $201K -150.0 -12.0% $182.64 +32.3%
1308 ISTB ISHARES TR 4,105.0 $200K +2K +70.5% $48.75 -0.9%
1309 PDP INVESCO EXCHANGE TRADED FD T 1,716.0 $200K $116.40 +26.5%
1310 PODD INSULET CORP Healthcare 703.0 $200K +21.0 +3.1% $284.07 -44.3%
1311 MYRG MYR GROUP INC DEL Industrials 910.0 $199K -26.0 -2.8% $218.50 +118.7%
1312 GBF ISHARES TR 1,897.0 $199K -188.0 -9.0% $104.70 -0.6%
1313 FNB F N B CORP Financial Services 11,585.0 $198K -2K -11.8% $17.10 +12.5%
1314 TPLC TIMOTHY PLAN 4,340.0 $197K +3K +350.2% $45.45 +10.3%
1315 SCHA SCHWAB STRATEGIC TR 6,913.0 $197K +418.0 +6.4% $28.48 +24.6%
1316 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,977.0 $194K -20.0 -1.0% $97.89 +22.4%
1317 AMH AMERICAN HOMES 4 RENT Real Estate 5,996.0 $192K +4K +154.1% $32.10 +6.2%
1318 CYTK CYTOKINETICS INC Healthcare 3,025.0 $192K -338.0 -10.1% $63.54 +29.4%
1319 FG F&G ANNUITIES & LIFE INC Financial Services 6,193.0 $191K NEW $30.85 -12.4%
1320 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,961.0 $190K -98.0 -3.2% $64.31 +39.7%
Page 66 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%