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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 69 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 UDR UDR INC Real Estate 4,294.0 $158K +2K +96.9% $36.68 +9.0%
1362 FSLR FIRST SOLAR INC Energy 597.0 $156K +149.0 +33.3% $261.25 -8.5%
1363 AVDE AMERICAN CENTY ETF TR 1,893.0 $156K +53.0 +2.9% $82.32 +7.6%
1364 BIDD BLACKROCK ETF TRUST 5,407.0 $156K -264K -98.0% $28.82 +2.9%
1365 IJJ ISHARES TR 1,184.0 $156K +76.0 +6.9% $131.59 +12.1%
1366 ULTA ULTA BEAUTY INC Consumer Cyclical 256.0 $155K +10.0 +4.1% $605.32 -19.3%
1367 TV GRUPO TELEVISA S A B Communication Services 53,042.0 $154K +13K +32.2% $2.91 -7.2%
1368 DMXF ISHARES TR 2,036.0 $153K -217.0 -9.6% $75.16 +10.5%
1369 IHDG WISDOMTREE TR 3,129.0 $152K +977.0 +45.4% $48.66 +6.8%
1370 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,557.0 $152K +75.0 +1.7% $33.29 +40.7%
1371 IJK ISHARES TR 1,541.0 $149K +555.0 +56.3% $96.88 +19.1%
1372 IVT INVENTRUST PPTYS CORP Real Estate 5,268.0 $149K +4K +357.7% $28.21 +28.2%
1373 ALGM ALLEGRO MICROSYSTEMS INC Technology 5,633.0 $149K -407.0 -6.7% $26.38 +119.4%
1374 CNO CNO FINL GROUP INC Financial Services 3,491.0 $148K -395.0 -10.2% $42.47 +23.7%
1375 SNX TD SYNNEX CORPORATION Technology 980.0 $147K -86.0 -8.1% $150.23 +77.2%
1376 NBXG NEUBERGER NEXT GENERATION Financial Services 10,168.0 $147K NEW $14.44 +8.5%
1377 IDA IDACORP INC Utilities 1,156.0 $146K +28.0 +2.5% $126.56 +20.8%
1378 CONFLUENT INC 4,830.0 $146K -32K -86.7% $30.24
1379 FEX FIRST TR EXCHANGE-TRADED ALP 1,230.0 $146K -228.0 -15.6% $118.62 +16.4%
1380 GPCR STRUCTURE THERAPEUTICS INC Healthcare 2,095.0 $146K -289.0 -12.1% $69.55 -28.5%
Page 69 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%