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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 98 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 EIPI FIRST TR EXCHNG TRADED FD VI 1,218.0 $24K -427.0 -26.0% $19.87 +11.0%
1942 CHW CALAMOS GBL DYN INCOME FUND Financial Services 3,250.0 $24K NEW $7.41 +17.9%
1943 FIRST TR HIGH YIELD OPPRT 20 1,698.0 $24K +792.0 +87.4% $14.07
1944 GCOW PACER FDS TR 577.0 $24K -53.0 -8.4% $41.22 +5.9%
1945 BE BLOOM ENERGY CORP Industrials 272.0 $24K +211.0 +345.9% $86.89 +190.0%
1946 BFS SAUL CTRS INC Real Estate 748.0 $24K +469.0 +168.1% $31.53 +20.1%
1947 GDS GDS HLDGS LTD Technology 674.0 $24K -11.0 -1.6% $34.90 -16.2%
1948 CORP PIMCO ETF TR 240.0 $23K $97.85 -0.6%
1949 AXS AXIS CAP HLDGS LTD Financial Services 219.0 $23K -639.0 -74.5% $107.09 +1.5%
1950 FNV FRANCO NEV CORP Basic Materials 113.0 $23K -39.0 -25.7% $207.28 +3.8%
1951 KTB KONTOOR BRANDS INC Consumer Cyclical 383.0 $23K -9.0 -2.3% $61.03 +36.5%
1952 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 2,610.0 $23K $8.94 +33.3%
1953 BOXX EA SERIES TRUST 202.0 $23K $115.10 +1.8%
1954 OSK OSHKOSH CORP Industrials 185.0 $23K +67.0 +56.8% $125.63 +20.7%
1955 LITE LUMENTUM HLDGS INC Technology 63.0 $23K +29.0 +85.3% $368.59 +121.7%
1956 COMERICA INC 267.0 $23K +85.0 +46.7% $86.93
1957 ACA ARCOSA INC Industrials 218.0 $23K +95.0 +77.2% $106.32 +35.9%
1958 EXI ISHARES TR 132.0 $23K -31.0 -19.0% $175.34 +12.1%
1959 SPGP INVESCO EXCHANGE TRADED FD T 203.0 $23K $113.86 +6.9%
1960 IBDR ISHARES TR 952.0 $23K +76.0 +8.7% $24.23 +0.0%
Page 98 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%