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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 86 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 CRY ARTIVION INC 1,160.0 $53K -251.0 -17.8% $45.61 -60.8%
1702 EVR EVERCORE INC Financial Services 155.0 $53K -6.0 -3.7% $340.25 +0.5%
1703 DTM DT MIDSTREAM INC Energy 436.0 $52K +37.0 +9.3% $119.68 +26.0%
1704 DHS WISDOMTREE TR 512.0 $52K $101.82 +12.4%
1705 GTES GATES INDL CORP PLC Industrials 2,418.0 $52K -30.0 -1.2% $21.47 +34.1%
1706 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 1,767.0 $52K $29.19 +34.7%
1707 HELO J P MORGAN EXCHANGE TRADED F 776.0 $52K +144.0 +22.8% $66.43 +1.0%
1708 JHML JOHN HANCOCK EXCHANGE TRADED 644.0 $51K $79.85 +9.9%
1709 FELV FIDELITY COVINGTON TRUST 1,482.0 $51K +950.0 +178.6% $34.65 +15.3%
1710 SKT TANGER INC Real Estate 1,535.0 $51K +1K +235.9% $33.37 +21.3%
1711 VICTORY PORTFOLIOS II 1,817.0 $51K $28.16
1712 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 3,325.0 $51K $15.34 -7.9%
1713 MECHANICS BANCORP 3,460.0 $51K $14.63
1714 IT GARTNER INC Technology 200.0 $50K -21.0 -9.5% $251.90 -46.4%
1715 MLPX GLOBAL X FDS 829.0 $50K $60.53 +24.1%
1716 JBHT HUNT J B TRANS SVCS INC Industrials 258.0 $50K -16.0 -5.8% $194.41 +44.2%
1717 BIBL NORTHERN LTS FD TR IV 1,107.0 $50K +822.0 +288.4% $45.13 +24.3%
1718 PAAS PAN AMERN SILVER CORP Basic Materials 964.0 $50K -160.0 -14.2% $51.81 -12.3%
1719 HIMX HIMAX TECHNOLOGIES INC Technology 6,080.0 $50K +996.0 +19.6% $8.19 +75.7%
1720 DGRS WISDOMTREE TR 1,002.0 $50K $49.60 +20.2%
Page 86 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%