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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 71 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 DFAS DIMENSIONAL ETF TRUST 1,951.0 $136K -538.0 -21.6% $69.67 +17.5%
1402 PTEN PATTERSON-UTI ENERGY INC Energy 22,011.0 $134K +13K +146.6% $6.11 +57.0%
1403 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,408.0 $134K -280.0 -16.6% $95.41 +5.9%
1404 FNDC SCHWAB STRATEGIC TR 3,012.0 $134K +77.0 +2.6% $44.55 +8.4%
1405 POCT INNOVATOR ETFS TRUST 3,055.0 $134K +3K +2809.5% $43.92 +4.6%
1406 GIB CGI INC Technology 1,449.0 $134K -716.0 -33.1% $92.30 -30.2%
1407 CLSM EXCHANGE LISTED FDS TR 5,739.0 $133K NEW $23.24 +16.0%
1408 CACI CACI INTL INC Technology 250.0 $133K +97.0 +63.4% $532.81 -14.8%
1409 GDX VANECK ETF TRUST 1,552.0 $133K -660.0 -29.8% $85.77 -10.2%
1410 TTEK TETRA TECH INC NEW Industrials 3,964.0 $133K -3K -40.2% $33.54 -12.8%
1411 HQY HEALTHEQUITY INC Healthcare 1,451.0 $133K -4K -73.8% $91.61 -3.4%
1412 ACM AECOM Industrials 1,394.0 $133K -502.0 -26.5% $95.33 -25.5%
1413 IP INTERNATIONAL PAPER CO Consumer Cyclical 3,357.0 $132K -3K -45.3% $39.39 -1.6%
1414 ADUS ADDUS HOMECARE CORP Healthcare 1,229.0 $132K +9.0 +0.7% $107.39 -9.7%
1415 VRNS VARONIS SYS INC Technology 4,007.0 $131K -609.0 -13.2% $32.80 +22.9%
1416 QGRO AMERICAN CENTY ETF TR 1,147.0 $131K +816.0 +246.5% $114.52 +0.1%
1417 DINO HF SINCLAIR CORP Energy 2,850.0 $131K $46.08 +48.2%
1418 ZG ZILLOW GROUP INC Communication Services 1,917.0 $131K -97.0 -4.8% $68.23 -54.3%
1419 ESS ESSEX PPTY TR INC Real Estate 498.0 $130K +11.0 +2.3% $261.88 +12.8%
1420 IPGP IPG PHOTONICS CORP Technology 1,820.0 $130K +116.0 +6.8% $71.60 +49.7%
Page 71 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%