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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 83 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CALF PACER FDS TR 1,401.0 $62K +81.0 +6.1% $44.37 +14.2%
1642 ATRC ATRICURE INC Healthcare 1,571.0 $62K $39.56 -23.7%
1643 SCHY SCHWAB STRATEGIC TR 2,071.0 $62K +1K +175.8% $29.82 +6.4%
1644 SBCF SEACOAST BKG CORP FLA Financial Services 1,949.0 $61K $31.42 +6.5%
1645 UBND VICTORY PORTFOLIOS II 2,774.0 $61K $22.00 -0.9%
1646 HLN HALEON PLC Healthcare 5,962.0 $60K +1K +26.6% $10.11 -8.6%
1647 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 2,282.0 $60K -3K -55.1% $26.37 -32.2%
1648 JMTG J P MORGAN EXCHANGE TRADED F 1,178.0 $60K +307.0 +35.2% $51.06 -0.6%
1649 RVTY REVVITY INC Healthcare 618.0 $60K +35.0 +6.0% $96.75 +16.8%
1650 COWG PACER FDS TR 1,695.0 $60K +133.0 +8.5% $35.21 +8.6%
1651 XMMO INVESCO EXCHANGE TRADED FD T 429.0 $59K +8.0 +1.9% $138.46 +20.7%
1652 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 5,084.0 $59K +5K +10000.0% $11.67 +65.0%
1653 MP MP MATERIALS CORP Basic Materials 1,174.0 $59K +1K +920.9% $50.52 +6.7%
1654 XME SPDR SERIES TRUST 572.0 $59K $103.61 +4.2%
1655 IJT ISHARES TR 419.0 $59K -474.0 -53.1% $141.16 +24.9%
1656 FUTU FUTU HLDGS LTD Financial Services 360.0 $59K -275.0 -43.3% $164.21 -41.3%
1657 BDVL BLACKROCK ETF TRUST 2,382.0 $59K -324.0 -12.0% $24.81 +3.7%
1658 AAL AMERICAN AIRLS GROUP INC Industrials 3,852.0 $59K +533.0 +16.1% $15.33 +16.6%
1659 CATY CATHAY GEN BANCORP Financial Services 1,219.0 $59K +178.0 +17.1% $48.39 +28.2%
1660 BOYD GROUP SERVICES INC 370.0 $59K NEW $159.30
Page 83 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%