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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $46.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3181 New
Page 93 of 160  ·  3,181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 GDS GDS HLDGS LTD Technology 685.0 $27K NEW $38.70 -8.4%
1842 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 599.0 $26K NEW $44.06 -23.2%
1843 ASH ASHLAND INC Basic Materials 548.0 $26K NEW $47.91 +20.9%
1844 NHC NATIONAL HEALTHCARE CORP Healthcare 216.0 $26K NEW $121.51 +51.8%
1845 XAR SPDR SER TR 110.0 $26K NEW $234.96 +22.6%
1846 INCE FRANKLIN TEMPLETON ETF TR 435.0 $26K NEW $59.28 +13.9%
1847 M MACYS INC Consumer Cyclical 1,432.0 $26K NEW $17.93 +21.4%
1848 FESM FIDELITY COVINGTON TRUST 702.0 $26K NEW $36.56 +24.6%
1849 AKAM AKAMAI TECHNOLOGIES INC Technology 337.0 $26K NEW $75.76 +97.4%
1850 KBWB INVESCO EXCH TRADED FD TR II 326.0 $25K NEW $78.21 +11.4%
1851 VIRT VIRTU FINL INC Financial Services 713.0 $25K NEW $35.50 +41.3%
1852 ALAB ASTERA LABS INC Technology 128.0 $25K NEW $195.80 +75.1%
1853 CANADIAN PACIFIC KANSAS CITY 336.0 $25K NEW $74.57
1854 GCOW PACER FDS TR 630.0 $25K NEW $39.62 +15.8%
1855 ALKS ALKERMES PLC Healthcare 827.0 $25K NEW $30.00 +40.6%
1856 LZB LA Z BOY INC Consumer Cyclical 721.0 $25K NEW $34.32 +9.5%
1857 AFRM AFFIRM HLDGS INC Technology 338.0 $25K NEW $73.08 +0.8%
1858 PKST PEAKSTONE REALTY TRUST Real Estate 1,876.0 $25K NEW $13.12 +60.0%
1859 IBDS ISHARES TR 1,010.0 $25K NEW $24.34 -0.4%
1860 FVC FIRST TR EXCHANGE TRADED FD 678.0 $24K NEW $36.08 +15.4%
Page 93 of 160  ·  3,181 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 29.9%
Communication Services 15.6%
Financial Services 14.7%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 6.4%
Industrials 5.9%
Utilities 4.5%
Energy 2.1%
Basic Materials 1.7%