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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 83 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 MGY MAGNOLIA OIL & GAS CORP Energy 2,065.0 $49K NEW $23.87 +14.6%
1642 XSD SPDR SER TR 154.0 $49K NEW $319.12 +92.1%
1643 CHTR CHARTER COMMUNICATIONS INC N Communication Services 178.0 $49K NEW $275.11 -47.6%
1644 AHCO ADAPTHEALTH CORP Healthcare 5,434.0 $49K NEW $8.95 +13.2%
1645 USPH U S PHYSICAL THERAPY Healthcare 570.0 $48K NEW $84.95 -24.4%
1646 OKTA OKTA INC Technology 527.0 $48K NEW $91.71 +34.4%
1647 DCO DUCOMMUN INC DEL Industrials 500.0 $48K NEW $96.13 +58.3%
1648 IHI ISHARES TR 794.0 $48K NEW $60.08 -18.5%
1649 JBL JABIL INC Technology 219.0 $48K NEW $217.33 +67.7%
1650 HEGD LISTED FD TR 1,901.0 $47K NEW $24.92 +8.2%
1651 ISCG ISHARES TR 871.0 $47K NEW $54.31 +15.5%
1652 RWL INVESCO EXCH TRADED FD TR II 427.0 $47K NEW $110.66 +15.0%
1653 BSTP INNOVATOR ETFS TRUST 1,299.0 $47K NEW $36.37 +8.5%
1654 IMCB ISHARES TR 566.0 $47K NEW $83.05 +12.5%
1655 CBOE CBOE GLOBAL MKTS INC Financial Services 192.0 $47K NEW $244.65 +36.3%
1656 BRBR BELLRING BRANDS INC Consumer Defensive 1,280.0 $47K NEW $36.35 -77.0%
1657 IMTM ISHARES TR 967.0 $46K NEW $47.88 +10.4%
1658 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 2,960.0 $46K NEW $15.64 -25.6%
1659 PTEN PATTERSON-UTI ENERGY INC Energy 8,927.0 $46K NEW $5.18 +116.4%
1660 CVLT COMMVAULT SYS INC Technology 244.0 $46K NEW $188.78 -37.1%
Page 83 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%