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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 91 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 CRBN ISHARES TR 165.0 $38K NEW $230.53 +7.4%
1802 AVAV AEROVIRONMENT INC Industrials 156.0 $38K +32.0 +25.8% $241.89 -43.0%
1803 QCRH QCR HOLDINGS INC Financial Services 450.0 $37K NEW $83.30 +18.0%
1804 IMCB ISHARES TR 452.0 $37K -114.0 -20.1% $82.73 +16.0%
1805 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 4,768.0 $37K +1K +31.6% $7.80 +27.4%
1806 CR CRANE COMPANY Industrials 201.0 $37K +21.0 +11.7% $184.43 +18.8%
1807 SSUS STRATEGY SHS 759.0 $37K $48.75 +9.9%
1808 LENNAR CORP 388.0 $37K -158.0 -28.9% $95.15
1809 EMLP FIRST TR EXCHANGE-TRADED FD 972.0 $37K +406.0 +71.7% $37.87 +16.1%
1810 DIVI FRANKLIN TEMPLETON ETF TR 945.0 $37K +855.0 +950.0% $38.89 +8.7%
1811 UFPI UFP INDUSTRIES INC Basic Materials 403.0 $37K -181.0 -31.0% $91.05 +1.3%
1812 IRT INDEPENDENCE RLTY TR INC Real Estate 2,096.0 $37K -129.0 -5.8% $17.48 -3.3%
1813 FFIN FIRST FINL BANKSHARES INC Financial Services 1,225.0 $37K +181.0 +17.3% $29.87 +18.0%
1814 HLMN HILLMAN SOLUTIONS CORP Industrials 4,225.0 $37K $8.66 -2.2%
1815 NWS NEWS CORP NEW Communication Services 1,231.0 $36K -681.0 -35.6% $29.64 -3.1%
1816 FEDERATED HERMES INC 699.0 $36K -98.0 -12.3% $52.07
1817 OCFC OCEANFIRST FINL CORP Financial Services 2,024.0 $36K $17.95 +8.9%
1818 DWAS INVESCO EXCH TRADED FD TR II 375.0 $36K +23.0 +6.5% $96.77 +27.7%
1819 CEMB ISHARES INC 791.0 $36K -31K -97.5% $45.87 -0.5%
1820 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 1,957.0 $36K NEW $18.50 -34.6%
Page 91 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%