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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 85 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 BEN FRANKLIN RESOURCES INC Financial Services 2,347.0 $56K +120.0 +5.4% $23.89 +39.0%
1682 PINS PINTEREST INC Communication Services 2,157.0 $56K -599.0 -21.7% $25.89 -19.6%
1683 VIA VIA TRANSN INC Technology 1,922.0 $56K +1K +156.3% $29.01 -39.7%
1684 ATI ATI INC Industrials 485.0 $56K +69.0 +16.6% $114.76 +72.0%
1685 XNTK SPDR SERIES TRUST 200.0 $56K $277.88 +32.4%
1686 OGS ONE GAS INC Utilities 718.0 $55K -34.0 -4.5% $77.25 +3.1%
1687 CBOE CBOE GLOBAL MKTS INC Financial Services 221.0 $55K +29.0 +15.1% $250.47 -3.3%
1688 RDIV INVESCO EXCH TRADED FD TR II 1,048.0 $55K NEW $52.04 +14.1%
1689 SWK STANLEY BLACK & DECKER INC Industrials 734.0 $54K -311.0 -29.8% $74.24 +23.9%
1690 RWL INVESCO EXCH TRADED FD TR II 475.0 $54K +48.0 +11.2% $114.50 +11.6%
1691 PUK PRUDENTIAL PLC Financial Services 1,747.0 $54K +114.0 +7.0% $31.12 -14.5%
1692 IMTM ISHARES TR 1,131.0 $54K +164.0 +17.0% $47.97 +9.1%
1693 NBHC NATIONAL BK HLDGS CORP Financial Services 1,413.0 $54K -67.0 -4.5% $38.01 +19.0%
1694 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 10,400.0 $54K $5.16 -6.0%
1695 TY TRI CONTL CORP Financial Services 1,639.0 $54K NEW $32.66 +6.1%
1696 SOFI SOFI TECHNOLOGIES INC Financial Services 2,044.0 $54K +771.0 +60.6% $26.18 -31.7%
1697 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 3,545.0 $53K +585.0 +19.8% $15.08 -15.5%
1698 RPM RPM INTL INC Basic Materials 513.0 $53K -46K -98.9% $104.10 +8.0%
1699 LADR LADDER CAP CORP Real Estate 4,842.0 $53K -1K -18.2% $10.99 -5.6%
1700 TDS TELEPHONE & DATA SYS INC Communication Services 1,296.0 $53K +15.0 +1.2% $41.00 -6.2%
Page 85 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%