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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 78 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 PCVX VAXCYTE INC Healthcare 1,895.0 $87K -11K -85.8% $46.14 +22.5%
1542 AIZ ASSURANT INC Financial Services 363.0 $87K +100.0 +38.0% $240.85 +9.8%
1543 EWJ ISHARES INC 1,082.0 $87K +285.0 +35.8% $80.74 +14.9%
1544 BRBR BELLRING BRANDS INC Consumer Defensive 3,257.0 $87K +2K +154.4% $26.73 -56.8%
1545 IDLV INVESCO EXCH TRADED FD TR II 2,556.0 $87K -30.0 -1.2% $33.90 +2.0%
1546 ANGLOGOLD ASHANTI PLC 1,012.0 $86K +1K +8333.3% $85.28
1547 MISL FIRST TR EXCHANGE-TRADED FD 2,003.0 $86K +734.0 +57.8% $42.79 +3.1%
1548 DNLI DENALI THERAPEUTICS INC Healthcare 5,187.0 $86K +1K +31.8% $16.51 +54.9%
1549 NGVT INGEVITY CORP Basic Materials 1,445.0 $86K NEW $59.18 +30.3%
1550 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 9,548.0 $85K +258.0 +2.8% $8.90 -4.7%
1551 NOK NOKIA CORP Technology 13,113.0 $85K +751.0 +6.1% $6.47 +101.1%
1552 VC VISTEON CORP Consumer Cyclical 891.0 $85K -56.0 -5.9% $95.10 +8.4%
1553 JPRE J P MORGAN EXCHANGE TRADED F 1,811.0 $85K -23.0 -1.2% $46.71 +14.5%
1554 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 1,811.0 $85K +1K +418.9% $46.68 -11.1%
1555 HLX HELIX ENERGY SOLUTIONS GRP I Energy 13,483.0 $85K +718.0 +5.6% $6.27 +41.5%
1556 ABVX ABIVAX SA Healthcare 626.0 $84K NEW $134.85 -27.7%
1557 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 3,397.0 $84K NEW $24.83 -33.1%
1558 CSW INDUSTRIALS INC 287.0 $84K +155.0 +117.4% $293.53
1559 SUSA ISHARES TR 603.0 $84K +44.0 +7.9% $139.37 +8.4%
1560 ITRN ITURAN LOCATION AND CONTROL Technology 1,950.0 $84K +240.0 +14.0% $43.01 +41.1%
Page 78 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%