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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 72 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 IYY ISHARES TR 780.0 $129K $165.81 +7.6%
1422 MTCH MATCH GROUP INC NEW Communication Services 3,943.0 $127K +235.0 +6.3% $32.29 +15.1%
1423 AVUV AMERICAN CENTY ETF TR 1,236.0 $126K +252.0 +25.6% $101.98 +22.5%
1424 GQRE FLEXSHARES TR 2,125.0 $125K -511.0 -19.4% $58.86 +10.0%
1425 IVVM BLACKROCK ETF TRUST II 3,587.0 $125K $34.79 +5.4%
1426 AQN ALGONQUIN PWR UTILS CORP Utilities 20,246.0 $125K +20K +7934.1% $6.15 -2.1%
1427 XSOE WISDOMTREE TR 3,186.0 $124K +107.0 +3.5% $39.02 +23.5%
1428 ESLT ELBIT SYS LTD Industrials 213.0 $123K $577.71 +23.9%
1429 FNX FIRST TR EXCHANGE-TRADED ALP 974.0 $123K $125.98 +15.1%
1430 OPCH OPTION CARE HEALTH INC Healthcare 3,839.0 $122K -130.0 -3.3% $31.86 -31.5%
1431 BYD BOYD GAMING CORP Consumer Cyclical 1,424.0 $121K +499.0 +54.0% $85.24 +5.2%
1432 CHRD CHORD ENERGY CORPORATION Energy 1,309.0 $121K -160.0 -10.9% $92.70 +25.8%
1433 DLTR DOLLAR TREE INC Consumer Defensive 986.0 $121K -199.0 -16.8% $122.95 +0.7%
1434 VONV VANGUARD SCOTTSDALE FDS 1,312.0 $121K +29.0 +2.3% $92.30 +15.3%
1435 AIR AAR CORP Industrials 1,451.0 $120K -105.0 -6.8% $82.79 +72.9%
1436 VKTX VIKING THERAPEUTICS INC Healthcare 3,408.0 $120K -9K -72.5% $35.18 +8.1%
1437 CHGX EA SERIES TRUST 4,396.0 $120K -557.0 -11.2% $27.19 +20.3%
1438 PPA INVESCO EXCHANGE TRADED FD T 763.0 $120K +15.0 +2.0% $156.63 +9.5%
1439 UMC UNITED MICROELECTRONICS CORP Technology 15,185.0 $119K +13K +514.0% $7.86 +225.4%
1440 VITL VITAL FARMS INC Consumer Defensive 3,730.0 $119K -1K -24.0% $31.94 -65.0%
Page 72 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%