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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 95 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 FBK FB FINL CORP Financial Services 532.0 $30K NEW $55.80 +0.2%
1882 FIGS FIGS INC Consumer Cyclical 2,604.0 $30K -3K -50.0% $11.36 +2.1%
1883 SHYD VANECK ETF TRUST 1,290.0 $30K -2K -54.3% $22.91 +0.0%
1884 VFLO VICTORY PORTFOLIOS II 749.0 $29K -453.0 -37.7% $39.38 +17.3%
1885 TAN INVESCO EXCH TRADED FD TR II 600.0 $29K NEW $49.12 +15.7%
1886 PSO PEARSON PLC Communication Services 2,096.0 $29K +43.0 +2.1% $14.04 +10.7%
1887 INDA ISHARES TR 543.0 $29K +298.0 +121.6% $54.05 -8.6%
1888 DNOV FIRST TR EXCHNG TRADED FD VI 598.0 $29K $48.84 +4.4%
1889 KNCT INVESCO EXCHANGE TRADED FD T 217.0 $29K NEW $133.97 +53.2%
1890 MILLROSE PPTYS INC 958.0 $29K -5.0 -0.5% $29.87
1891 JSTC TIDAL TRUST I 1,410.0 $29K $20.29 +10.9%
1892 S SENTINELONE INC Technology 1,906.0 $29K +2K +700.8% $15.00 +6.1%
1893 PAR PAR TECHNOLOGY CORP Technology 785.0 $28K $36.28 -53.4%
1894 UTZ UTZ BRANDS INC Consumer Defensive 2,720.0 $28K $10.38 -25.7%
1895 KD KYNDRYL HLDGS INC Technology 1,053.0 $28K +118.0 +12.6% $26.56 -57.4%
1896 AA ALCOA CORP Basic Materials 526.0 $28K +60.0 +12.9% $53.14 +1.8%
1897 MFEM PIMCO EQUITY SER 1,206.0 $28K NEW $23.12 +19.1%
1898 AZTA AZENTA INC Healthcare 832.0 $28K +292.0 +54.1% $33.26 -23.3%
1899 ICOW PACER FDS TR 714.0 $28K +200.0 +38.9% $38.68 +7.8%
1900 KBWB INVESCO EXCH TRADED FD TR II 326.0 $27K $84.29 +10.9%
Page 95 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%