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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 99 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 PCTY PAYLOCITY HLDG CORP Technology 150.0 $23K +14.0 +10.3% $152.50 -30.3%
1962 ULVM VICTORY PORTFOLIOS II 250.0 $23K $91.37 +16.6%
1963 GNR SPDR INDEX SHS FDS 367.0 $23K +153.0 +71.5% $62.14 +8.3%
1964 CIVITAS RESOURCES INC 835.0 $23K -291.0 -25.8% $27.09
1965 IUS INVESCO EXCH TRD SLF IDX FD 395.0 $23K -15.0 -3.7% $57.16 +14.4%
1966 TLN TALEN ENERGY CORP Utilities 60.0 $22K -15.0 -20.0% $374.83 +7.8%
1967 AGNC AGNC INVT CORP Real Estate 2,090.0 $22K +1K +101.2% $10.72 +1.7%
1968 SCHK SCHWAB STRATEGIC TR 681.0 $22K +261.0 +62.1% $32.80 +7.7%
1969 TIC TIC SOLUTIONS INC Industrials 2,208.0 $22K NEW $10.11 -18.0%
1970 VGSH VANGUARD SCOTTSDALE FDS 378.0 $22K -461.0 -55.0% $58.77 -0.9%
1971 SNDR SCHNEIDER NATIONAL INC Industrials 837.0 $22K $26.53 +36.8%
1972 CPA COPA HOLDINGS SA Industrials 184.0 $22K +45.0 +32.4% $120.61 +30.3%
1973 GATX GATX CORP Industrials 130.0 $22K -72.0 -35.6% $169.60 +7.5%
1974 PHIN PHINIA INC Consumer Cyclical 350.0 $22K $62.69 +35.3%
1975 SOPH SOPHIA GENETICS SA Healthcare 4,687.0 $22K +566.0 +13.7% $4.67 +23.1%
1976 GSY INVESCO ACTIVELY MANAGED EXC 434.0 $22K $50.25 -0.2%
1977 RVT ROYCE SMALL CAP TRUST INC Financial Services 1,339.0 $22K $16.10 +13.5%
1978 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 2,246.0 $21K +857.0 +61.7% $9.53 -0.2%
1979 AFG AMERICAN FINL GROUP INC OHIO Financial Services 156.0 $21K +57.0 +57.6% $136.71 +1.8%
1980 DNP DNP SELECT INCOME FD INC Financial Services 2,133.0 $21K +2K +335.3% $9.99 +9.1%
Page 99 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%