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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 96 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 FIVE FIVE BELOW INC Consumer Cyclical 146.0 $27K +3.0 +2.1% $188.06 +0.2%
1902 FLGV FRANKLIN TEMPLETON ETF TR 1,329.0 $27K NEW $20.52 -0.8%
1903 BGR BLACKROCK ENERGY & RES TR Financial Services 1,999.0 $27K NEW $13.54 +8.3%
1904 LZB LA Z BOY INC Consumer Cyclical 725.0 $27K +4.0 +0.6% $37.27 +9.9%
1905 XHB SPDR SERIES TRUST 262.0 $27K $102.96 +12.3%
1906 OZK BANK OZK LITTLE ROCK ARK Financial Services 586.0 $27K -2K -79.3% $46.02 +13.2%
1907 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 906.0 $27K +92.0 +11.3% $29.66 +3.2%
1908 FLR FLUOR CORP NEW Industrials 677.0 $27K +483.0 +249.0% $39.63 +35.3%
1909 CTBI COMMUNITY TR BANCORP INC Financial Services 474.0 $27K NEW $56.50 +28.1%
1910 PFFA ETFIS SER TR I 1,242.0 $27K -44.0 -3.4% $21.55 -4.7%
1911 GBCI GLACIER BANCORP INC NEW Financial Services 607.0 $27K -150.0 -19.8% $44.05 +18.1%
1912 PBE INVESCO EXCHANGE TRADED FD T 325.0 $27K $82.15 +9.2%
1913 INCE FRANKLIN TEMPLETON ETF TR 435.0 $27K $61.10 +9.3%
1914 FESM FIDELITY COVINGTON TRUST 702.0 $27K $37.78 +26.1%
1915 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 477.0 $26K +14.0 +3.0% $55.09 +17.1%
1916 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 1,896.0 $26K +15.0 +0.8% $13.84 -5.2%
1917 GTLS CHART INDS INC Industrials 126.0 $26K -473.0 -79.0% $206.23 +1.1%
1918 SMMU PIMCO ETF TR 514.0 $26K -226.0 -30.5% $50.43 +0.2%
1919 WPM WHEATON PRECIOUS METALS CORP Basic Materials 220.0 $26K +130.0 +144.4% $117.61 -3.7%
1920 XPO XPO INC Industrials 190.0 $26K +14.0 +8.0% $135.91 +48.2%
Page 96 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%