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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 94 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 BSY BENTLEY SYS INC Technology 820.0 $31K +115.0 +16.3% $38.17 -21.4%
1862 NEO NEOGENOMICS INC Healthcare 2,650.0 $31K +20.0 +0.8% $11.76 +20.5%
1863 PNOV INNOVATOR ETFS TRUST 744.0 $31K -156.0 -17.3% $41.78 +5.0%
1864 IBCP INDEPENDENT BK CORP MICH Financial Services 955.0 $31K -206.0 -17.7% $32.53 +11.4%
1865 LGN LEGENCE CORP Industrials 720.0 $31K NEW $43.04 +87.1%
1866 RVLV REVOLVE GROUP INC Consumer Cyclical 1,026.0 $31K $30.19 -21.3%
1867 PSTG PURE STORAGE INC Technology 461.0 $31K +120.0 +35.2% $67.01 +11.3%
1868 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 436.0 $31K +129.0 +42.0% $70.53 +10.6%
1869 ULST SSGA ACTIVE ETF TR 758.0 $31K $40.51 -0.2%
1870 DMAY FIRST TR EXCHNG TRADED FD VI 678.0 $31K $45.24 +2.5%
1871 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 593.0 $31K -463.0 -43.8% $51.63 -24.7%
1872 IXG ISHARES TR 252.0 $30K +66.0 +35.5% $120.79 +2.6%
1873 JHEM JOHN HANCOCK EXCHANGE TRADED 923.0 $30K $32.90 +20.2%
1874 RZG INVESCO EXCHANGE TRADED FD T 555.0 $30K $54.38 +31.3%
1875 JSMD JANUS DETROIT STR TR 370.0 $30K +27.0 +7.9% $81.56 +19.9%
1876 VOD VODAFONE GROUP PLC NEW Communication Services 2,275.0 $30K +1K +156.8% $13.21 +5.1%
1877 APRT AIM ETF PRODUCTS TRUST 720.0 $30K NEW $41.63 +9.3%
1878 SHAK SHAKE SHACK INC Consumer Cyclical 368.0 $30K +302.0 +457.6% $81.17 -29.9%
1879 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 272.0 $30K +10.0 +3.8% $109.61 -34.4%
1880 NBTB NBT BANCORP INC Financial Services 717.0 $30K -58.0 -7.5% $41.52 +19.4%
Page 94 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%