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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 74 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 631.0 $112K +216.0 +52.0% $177.44 -33.0%
1462 ITT ITT INC Industrials 645.0 $112K +87.0 +15.6% $173.51 +11.3%
1463 IWL ISHARES TR 654.0 $112K $170.63 +5.7%
1464 PSET PRINCIPAL EXCHANGE TRADED FD 1,459.0 $111K +309.0 +26.9% $76.30 -2.1%
1465 OUNZ VANECK MERK GOLD ETF Financial Services 2,678.0 $111K +2K +427.2% $41.48 -5.6%
1466 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 3,983.0 $111K +3K +463.4% $27.83 +9.3%
1467 LDUR PIMCO ETF TR 1,154.0 $111K +23.0 +2.0% $95.95 -0.3%
1468 ALB ALBEMARLE CORP Basic Materials 782.0 $111K +77.0 +10.9% $141.52 -5.5%
1469 NSP INSPERITY INC Industrials 2,852.0 $110K +387.0 +15.7% $38.72 +7.0%
1470 PKG PACKAGING CORP AMER Consumer Cyclical 533.0 $110K -24.0 -4.3% $206.31 +17.1%
1471 FXL FIRST TR EXCHANGE TRADED FD 652.0 $110K +93.0 +16.6% $168.28 +23.1%
1472 ZM ZOOM COMMUNICATIONS INC Technology 1,270.0 $110K +545.0 +75.2% $86.29 +0.2%
1473 CYBERARK SOFTWARE LTD 244.0 $109K -94.0 -27.8% $446.06
1474 LUV SOUTHWEST AIRLS CO Industrials 2,631.0 $109K -508.0 -16.2% $41.34 +25.6%
1475 TREX TREX CO INC Industrials 3,092.0 $108K +925.0 +42.7% $35.08 +41.7%
1476 TD TORONTO DOMINION BK ONT Financial Services 1,150.0 $108K +306.0 +36.3% $94.20 +27.0%
1477 BOND PIMCO ETF TR 1,161.0 $108K +32.0 +2.8% $93.11 -0.6%
1478 FENI FIDELITY COVINGTON TRUST 2,951.0 $108K -97.0 -3.2% $36.58 +8.1%
1479 XDEC FIRST TR EXCHNG TRADED FD VI 2,636.0 $108K $40.92 +3.9%
1480 CARS CARS COM INC Consumer Cyclical 8,774.0 $107K -52K -85.6% $12.20 -11.9%
Page 74 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%