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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 84 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 XAR SPDR SERIES TRUST 244.0 $59K +134.0 +121.8% $241.24 +13.6%
1662 MSTR STRATEGY INC Technology 387.0 $59K -719.0 -65.0% $151.95 -45.8%
1663 IMCV ISHARES TR 711.0 $59K +19.0 +2.8% $82.34 +11.9%
1664 RIOT RIOT PLATFORMS INC Financial Services 4,613.0 $58K +4K +2407.1% $12.67 +125.5%
1665 BCPC BALCHEM CORP Basic Materials 380.0 $58K +13.0 +3.5% $153.36 +11.6%
1666 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 1,752.0 $58K -2K -52.3% $33.02 -7.1%
1667 STNE STONECO LTD Technology 3,909.0 $58K +301.0 +8.3% $14.79 -25.7%
1668 ROUS LATTICE STRATEGIES TR 1,000.0 $58K $57.69 +15.2%
1669 ONEQ FIDELITY COMWLTH TR 629.0 $57K +124.0 +24.6% $91.40 +8.7%
1670 SOLV SOLVENTUM CORP Healthcare 725.0 $57K +128.0 +21.4% $79.28 +0.3%
1671 XSD SPDR SERIES TRUST 178.0 $57K +24.0 +15.6% $321.60 +77.8%
1672 CDRE CADRE HLDGS INC Industrials 1,395.0 $57K $40.84 -31.4%
1673 THR THERMON GROUP HLDGS INC Industrials 1,530.0 $57K $37.16 +64.5%
1674 RNRG GLOBAL X FDS 1,709.0 $57K $33.23 +7.7%
1675 DTD WISDOMTREE TR 669.0 $57K -29.0 -4.2% $84.88 +9.9%
1676 LFST LIFESTANCE HEALTH GROUP INC Healthcare 8,052.0 $57K -1K -15.0% $7.04 +46.0%
1677 CRBG COREBRIDGE FINL INC Financial Services 1,877.0 $57K +487.0 +35.0% $30.17 -5.2%
1678 IMO IMPERIAL OIL LTD Energy 653.0 $56K +442.0 +209.5% $86.28 +31.2%
1679 TPH TRI POINTE HOMES INC Consumer Cyclical 1,788.0 $56K -160.0 -8.2% $31.47 +49.2%
1680 COCO VITA COCO CO INC Consumer Defensive 1,061.0 $56K -224.0 -17.4% $53.01 +39.0%
Page 84 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%