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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 78 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 EZM WISDOMTREE TR 1,008.0 $66K NEW $65.89 +11.1%
1542 TPH TRI POINTE HOMES INC Consumer Cyclical 1,948.0 $66K NEW $33.97 +38.2%
1543 NWS NEWS CORP NEW Communication Services 1,912.0 $66K NEW $34.55 -13.7%
1544 BN BROOKFIELD CORP Financial Services 963.0 $66K NEW $68.58 -33.5%
1545 SKY CHAMPION HOMES INC Consumer Cyclical 860.0 $66K NEW $76.37 -3.6%
1546 TDY TELEDYNE TECHNOLOGIES INC Technology 112.0 $66K NEW $586.04 +5.8%
1547 LENNAR CORP 546.0 $66K NEW $120.04
1548 VRRM VERRA MOBILITY CORP Technology 2,630.0 $65K NEW $24.70 -81.7%
1549 PKW INVESCO EXCHANGE TRADED FD T 488.0 $65K NEW $132.48 +3.2%
1550 SHYD VANECK ETF TRUST 2,822.0 $65K NEW $22.90 -0.5%
1551 LADR LADDER CAP CORP Real Estate 5,917.0 $65K NEW $10.91 -6.3%
1552 QQEW FIRST TR NAS100 EQ WEIGHTED 457.0 $64K NEW $141.11 +10.6%
1553 EWJ ISHARES INC 797.0 $64K NEW $80.21 +15.9%
1554 EGP EASTGROUP PPTYS INC Real Estate 376.0 $64K NEW $169.26 +19.3%
1555 IFRA ISHARES TR 1,198.0 $63K NEW $52.82 +15.3%
1556 AVUS AMERICAN CENTY ETF TR 579.0 $63K NEW $108.70 +17.3%
1557 QQH NORTHERN LTS FD TR III 823.0 $63K NEW $76.32 +15.6%
1558 PTC PTC INC Technology 309.0 $63K NEW $203.02 -31.7%
1559 FOX FOX CORP Communication Services 1,094.0 $63K NEW $57.31 +0.1%
1560 EZU ISHARES INC 1,009.0 $62K NEW $61.94 +11.0%
Page 78 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%