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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 90 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 127.0 $41K +11.0 +9.5% $323.40 -4.6%
1782 CVLT COMMVAULT SYS INC Technology 326.0 $41K +82.0 +33.6% $125.36 +11.7%
1783 Q QNITY ELECTRONICS INC Technology 500.0 $41K NEW $81.65 +93.8%
1784 ICUI ICU MED INC Healthcare 286.0 $41K $142.67 +3.9%
1785 APG API GROUP CORP Industrials 1,061.0 $41K +450.0 +73.7% $38.26 +7.6%
1786 PJAN INNOVATOR ETFS TRUST 860.0 $40K +415.0 +93.3% $47.02 +4.2%
1787 TDV PROSHARES TR 467.0 $40K +67.0 +16.8% $86.58 +15.9%
1788 CPK CHESAPEAKE UTILS CORP Utilities 324.0 $40K +5.0 +1.6% $124.76 +0.9%
1789 FBRT FRANKLIN BSP RLTY TR INC Real Estate 4,028.0 $40K NEW $10.03 -17.7%
1790 R RYDER SYS INC Industrials 210.0 $40K +43.0 +25.8% $191.39 +36.3%
1791 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,022.0 $40K +129.0 +6.8% $19.71 -20.7%
1792 PXH INVESCO EXCH TRADED FD TR II 1,538.0 $40K -13.0 -0.8% $25.81 +6.9%
1793 INDB INDEPENDENT BK CORP MASS Financial Services 540.0 $39K $73.08 +16.6%
1794 IHE ISHARES TR 465.0 $39K +312.0 +203.9% $84.83 +16.9%
1795 TCBI TEXAS CAP BANCSHARES INC Financial Services 433.0 $39K $90.54 +14.2%
1796 AKAM AKAMAI TECHNOLOGIES INC Technology 444.0 $39K +107.0 +31.8% $87.25 +29.8%
1797 MMIN NEW YORK LIFE INVTS ACTIVE E 1,608.0 $38K $23.94 +1.1%
1798 TNDM TANDEM DIABETES CARE INC Healthcare 1,750.0 $38K $21.98 -26.1%
1799 FLSP FRANKLIN TEMPLETON ETF TR 1,426.0 $38K +1K +1558.1% $26.91 +2.8%
1800 ALAB ASTERA LABS INC Technology 229.0 $38K +101.0 +78.9% $166.58 +135.2%
Page 90 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%