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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 75 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 SDG ISHARES TR 1,262.0 $106K -40.0 -3.1% $84.22 +4.8%
1482 DOL WISDOMTREE TR 1,600.0 $105K $65.85 +11.4%
1483 PVH PVH CORPORATION Consumer Cyclical 1,568.0 $105K +288.0 +22.5% $67.02 +11.0%
1484 FELC FIDELITY COVINGTON TRUST 2,746.0 $105K -158.0 -5.4% $38.17 +7.5%
1485 MINO PIMCO ETF TR 2,307.0 $105K NEW $45.32 +0.9%
1486 COLB COLUMBIA BKG SYS INC Financial Services 3,716.0 $104K -131.0 -3.4% $27.95 +15.0%
1487 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,223.0 $103K $84.33 -26.2%
1488 NTSK NETSKOPE INC Technology 5,879.0 $103K +2K +60.5% $17.54 -41.3%
1489 DD DUPONT DE NEMOURS INC Basic Materials 2,554.0 $103K +537.0 +26.6% $40.20 +241.3%
1490 DAR DARLING INGREDIENTS INC Consumer Defensive 2,852.0 $103K +86.0 +3.1% $36.00 +45.8%
1491 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,973.0 $102K -188K -98.4% $34.46 -25.4%
1492 DOW DOW INC Basic Materials 4,380.0 $102K -785.0 -15.2% $23.38 +24.2%
1493 NFG NATIONAL FUEL GAS CO Energy 1,279.0 $102K +365.0 +39.9% $80.06 -2.0%
1494 SAIA SAIA INC Industrials 313.0 $102K +8.0 +2.6% $326.52 +31.8%
1495 MANH MANHATTAN ASSOCIATES INC Technology 588.0 $102K +300.0 +104.2% $173.31 -20.5%
1496 KCE SPDR SERIES TRUST 675.0 $101K -68.0 -9.2% $149.93 -1.6%
1497 ANGL VANECK ETF TRUST 3,431.0 $101K +3K +766.4% $29.36 -0.5%
1498 FICO FAIR ISAAC CORP Technology 59.0 $100K +4.0 +7.3% $1690.63 -30.0%
1499 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 1,094.0 $99K +43.0 +4.1% $90.72 +12.0%
1500 DSGX DESCARTES SYS GROUP INC Technology 1,132.0 $99K -7K -85.2% $87.66 -19.5%
Page 75 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%