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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 76 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 RPG INVESCO EXCHANGE TRADED FD T 2,126.0 $99K -89.0 -4.0% $46.67 +31.5%
1502 MART AIM ETF PRODUCTS TRUST 2,550.0 $99K NEW $38.73 +7.4%
1503 XSMO INVESCO EXCHANGE TRADED FD T 1,350.0 $97K +41.0 +3.1% $72.01 +26.5%
1504 FOX FOX CORP Communication Services 1,487.0 $97K +393.0 +35.9% $64.95 -29.3%
1505 OC OWENS CORNING NEW Industrials 857.0 $96K +501.0 +140.7% $111.91 +21.0%
1506 MEDP MEDPACE HLDGS INC Healthcare 170.0 $95K -44.0 -20.6% $561.65 -6.2%
1507 RRX REGAL REXNORD CORPORATION Industrials 678.0 $95K -500.0 -42.4% $140.32 +56.6%
1508 CIEN CIENA CORP Technology 406.0 $95K +206.0 +103.0% $233.87 +105.0%
1509 DCOR DIMENSIONAL ETF TRUST 1,287.0 $95K $73.63 +9.8%
1510 MKL MARKEL GROUP INC Financial Services 44.0 $95K -14.0 -24.1% $2149.66 -10.7%
1511 WY WEYERHAEUSER CO MTN BE Real Estate 3,974.0 $94K +804.0 +25.4% $23.69 +6.8%
1512 IGOV ISHARES TR 2,257.0 $94K $41.66 -1.5%
1513 ROL ROLLINS INC Consumer Cyclical 1,562.0 $94K +243.0 +18.4% $60.03 -27.9%
1514 EXLS EXLSERVICE HOLDINGS INC Technology 2,208.0 $94K -397.0 -15.2% $42.44 -38.7%
1515 TPIF TIMOTHY PLAN 2,702.0 $94K +2K +565.5% $34.68 +6.7%
1516 MTZ MASTEC INC Industrials 431.0 $94K +402.0 +1386.2% $217.37 +82.3%
1517 VVV VALVOLINE INC Energy 3,204.0 $93K -1K -27.8% $29.06 +38.3%
1518 VCYT VERACYTE INC Healthcare 2,208.0 $93K -310.0 -12.3% $42.10 +43.7%
1519 VNLA JANUS DETROIT STR TR 1,885.0 $93K +110.0 +6.2% $49.14 -0.2%
1520 CLH CLEAN HARBORS INC Industrials 395.0 $93K +4.0 +1.0% $234.48 +28.6%
Page 76 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%