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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 80 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 RB GLOBAL INC 742.0 $76K +522.0 +237.3% $102.87
1582 LRGF ISHARES TR 1,095.0 $76K -32.0 -2.8% $69.41 +7.1%
1583 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 5,366.0 $76K +80.0 +1.5% $14.16 +11.7%
1584 ANNALY CAPITAL MANAGEMENT IN 3,398.0 $76K +580.0 +20.6% $22.36
1585 WTV WISDOMTREE TR 805.0 $75K +241.0 +42.7% $93.30 +9.7%
1586 CRUS CIRRUS LOGIC INC Technology 633.0 $75K +609.0 +2537.5% $118.50 +23.6%
1587 ISCB ISHARES TR 1,148.0 $75K -66.0 -5.4% $65.01 +14.5%
1588 AIA ISHARES TR 763.0 $74K NEW $97.51 +41.5%
1589 JLL JONES LANG LASALLE INC Real Estate 220.0 $74K +30.0 +15.8% $336.47 -6.4%
1590 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 4,910.0 $74K -4K -46.5% $15.06 -26.9%
1591 USFD US FOODS HLDG CORP Consumer Defensive 981.0 $74K -87.0 -8.2% $75.30 +30.6%
1592 AMRIZE LTD 1,344.0 $73K +969.0 +258.4% $54.08
1593 FELG FIDELITY COVINGTON TRUST 1,741.0 $73K NEW $41.70 +1.0%
1594 PRIM PRIMORIS SVCS CORP Industrials 584.0 $72K -369.0 -38.7% $124.14 -25.0%
1595 SKY CHAMPION HOMES INC Consumer Cyclical 856.0 $72K $84.50 +5.1%
1596 BRO BROWN & BROWN INC Financial Services 900.0 $72K -23.0 -2.5% $79.68 -19.4%
1597 ICF ISHARES TR 1,196.0 $71K +491.0 +69.7% $59.67 +16.1%
1598 DJAN FIRST TR EXCHNG TRADED FD VI 1,642.0 $71K $43.41 +3.4%
1599 JBL JABIL INC Technology 311.0 $71K +92.0 +42.0% $228.14 +57.2%
1600 IVOG VANGUARD ADMIRAL FDS INC 590.0 $71K $120.20 +19.4%
Page 80 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%