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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 77 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 NYT NEW YORK TIMES CO Communication Services 1,254.0 $72K NEW $57.40 +31.0%
1522 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 415.0 $71K NEW $171.99 -33.8%
1523 IVOG VANGUARD ADMIRAL FDS INC 590.0 $70K NEW $119.48 +18.5%
1524 CNQ CANADIAN NAT RES LTD Energy 2,195.0 $70K NEW $31.96 +42.0%
1525 VERX VERTEX INC Technology 2,804.0 $70K NEW $24.79 -46.1%
1526 DJAN FIRST TR EXCHNG TRADED FD VI 1,642.0 $69K NEW $42.14 +8.0%
1527 TEAM ATLASSIAN CORPORATION Technology 433.0 $69K NEW $159.70 -32.6%
1528 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 2,000.0 $69K NEW $34.57 -1.4%
1529 FLQL FRANKLIN TEMPLETON ETF TR 1,010.0 $69K NEW $68.43 +13.5%
1530 IYF ISHARES TR 543.0 $69K NEW $126.64 -3.0%
1531 FNDA SCHWAB STRATEGIC TR 2,199.0 $69K NEW $31.16 +15.9%
1532 SEIM SEI EXCHANGE TRADED FUNDS 1,507.0 $68K NEW $45.40 +19.3%
1533 STNE STONECO LTD Technology 3,608.0 $68K NEW $18.91 -39.4%
1534 FPX FIRST TR EXCHANGE-TRADED FD 410.0 $68K NEW $166.16 +17.1%
1535 BDVL BLACKROCK ETF TRUST DISCIPLINED VOLA 2,706.0 $68K NEW $25.00 +4.4%
1536 TD TORONTO DOMINION BK ONT Financial Services 844.0 $67K NEW $79.95 +42.1%
1537 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 1,946.0 $67K NEW $34.66 +26.0%
1538 GPCR STRUCTURE THERAPEUTICS INC Healthcare 2,384.0 $67K NEW $28.00 +40.5%
1539 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 272.0 $66K NEW $244.45 -23.2%
1540 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 2,459.0 $66K NEW $27.02 +7.5%
Page 77 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%