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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 73 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 MMIT NEW YORK LIFE INVTS ACTIVE E 4,881.0 $119K -55.0 -1.1% $24.33 +0.3%
1442 LEA LEAR CORP Consumer Cyclical 1,036.0 $119K -9K -89.2% $114.60 +19.4%
1443 DFIV DIMENSIONAL ETF TRUST 2,363.0 $118K -74.0 -3.0% $49.90 +8.0%
1444 FDS FACTSET RESH SYS INC Financial Services 406.0 $118K +269.0 +196.3% $290.21 -20.1%
1445 SCHM SCHWAB STRATEGIC TR 3,912.0 $118K +416.0 +11.9% $30.07 +20.4%
1446 BUFD FIRST TR EXCHNG TRADED FD VI 4,146.0 $117K $28.24 +4.5%
1447 UHS UNIVERSAL HLTH SVCS INC Healthcare 535.0 $117K +22.0 +4.3% $218.03 -33.2%
1448 HMY HARMONY GOLD MINING CO LTD Basic Materials 5,860.0 $117K +4K +234.3% $19.90 -22.0%
1449 VTRS VIATRIS INC Healthcare 9,279.0 $116K +383.0 +4.3% $12.45 +31.2%
1450 FXI ISHARES TR 3,012.0 $115K $38.29 -17.5%
1451 RGA REINSURANCE GRP OF AMERICA I Financial Services 566.0 $115K -62.0 -9.9% $203.49 +5.8%
1452 CNP CENTERPOINT ENERGY INC Utilities 2,998.0 $115K -829.0 -21.7% $38.33 +17.5%
1453 PNW PINNACLE WEST CAP CORP Utilities 1,294.0 $115K -47.0 -3.5% $88.70 +21.8%
1454 GLOBUS MED INC 1,309.0 $114K $87.31
1455 SCHE SCHWAB STRATEGIC TR 3,489.0 $114K +74.0 +2.2% $32.75 +8.4%
1456 JMBS JANUS DETROIT STR TR 2,499.0 $114K +202.0 +8.8% $45.69 -0.7%
1457 SLF SUN LIFE FINANCIAL INC. Financial Services 1,825.0 $114K -25.0 -1.4% $62.40 +24.8%
1458 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,342.0 $114K NEW $48.58 +70.2%
1459 FDVV FIDELITY COVINGTON TRUST 2,002.0 $114K +1K +247.0% $56.70 +6.0%
1460 SCZ ISHARES TR 1,448.0 $112K +200.0 +16.0% $77.53 +6.0%
Page 73 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%