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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 87 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 DGRW WISDOMTREE TR 555.0 $50K +152.0 +37.7% $89.43 +5.9%
1722 ZTO ZTO EXPRESS CAYMAN INC Industrials 2,375.0 $50K +2K +1713.0% $20.89 +4.9%
1723 NRIM NORTHRIM BANCORP INC Financial Services 1,860.0 $49K +80.0 +4.5% $26.61 +5.1%
1724 GBIL GOLDMAN SACHS ETF TR 494.0 $49K +493.0 +10000.0% $99.94 +0.2%
1725 HUM HUMANA INC Healthcare 192.0 $49K -3.0 -1.5% $256.74 +49.5%
1726 ZION ZIONS BANCORPORATION N A Financial Services 842.0 $49K +101.0 +13.6% $58.54 +18.1%
1727 AZZ AZZ INC Industrials 459.0 $49K +42.0 +10.1% $107.18 +46.1%
1728 TAXF AMERICAN CENTY ETF TR 975.0 $49K +104.0 +11.9% $50.38 +0.8%
1729 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 3,020.0 $49K +3K +868.0% $16.24 +29.1%
1730 CPT CAMDEN PPTY TR Real Estate 445.0 $49K +255.0 +134.2% $110.13 +5.6%
1731 NTST NETSTREIT CORP Real Estate 2,772.0 $49K +246.0 +9.7% $17.64 +20.2%
1732 PDD PDD HOLDINGS INC Consumer Cyclical 431.0 $49K +29.0 +7.2% $113.44 -32.5%
1733 ULS UL SOLUTIONS INC Industrials 614.0 $48K +44.0 +7.7% $78.86 +25.6%
1734 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,047.0 $48K -303.0 -22.4% $46.18 +11.7%
1735 ISCG ISHARES TR 871.0 $48K $55.46 +16.0%
1736 JHMD JOHN HANCOCK EXCHANGE TRADED 1,160.0 $48K +1K +866.7% $41.53 +6.2%
1737 SKYWARD SPECIALTY INS GROUP 942.0 $48K +195.0 +26.1% $51.11
1738 HEGD LISTED FDS TR 1,901.0 $48K $25.21 +4.3%
1739 MTDR MATADOR RES CO Energy 1,126.0 $48K -13.0 -1.1% $42.44 +17.6%
1740 PGHY INVESCO EXCH TRADED FD TR II 2,395.0 $48K -77.0 -3.1% $19.89 -0.8%
Page 87 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%