ASSETMARK, INC

CIK
0001344551
City
Concord
State / Country
CA

Top Portfolio Positions

1,904 positions · $16,880,413,265 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
5,782,913 $1,078,513,274 6.39%
MSFT
Microsoft Corp
Technology
1,906,714 $922,125,024 5.46%
GOOGL
Alphabet Inc.
2,587,376 $809,848,688 4.80%
AAPL
Apple Inc.
2,908,985 $790,836,662 4.68%
META
Meta Platforms, Inc.
Communication Services
906,609 $598,443,534 3.55%
AVGO
Broadcom Inc.
Technology
1,591,707 $550,889,792 3.26%
AMZN
Amazon Com Inc
1,819,026 $419,867,581 2.49%
SYF
Synchrony Financial
4,301,490 $358,873,310 2.13%
FOXA
Fox Corp
4,852,728 $354,588,834 2.10%
UTHR
UNITED THERAPEUTICS Corp
Healthcare
634,956 $309,382,311 1.83%

Portfolio Trend

42 quarters · across all stocks

Holdings in CMP

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Shares Held

Position Value (USD)

15 of 15 shown
Report Date Value (USD) Shares
2025-12-31 $879,145 44,763
2025-09-30 $2,065,420 107,574
2025-06-30 $1,526,317 75,974
2025-03-31 $355,649 38,283
2024-12-31 $338,062 30,050
2024-09-30 $5,805 483
2023-03-31 $445 13
2021-12-31 $19,155 375
2021-09-30 $29,173 453
2021-06-30 $26,844 453
2021-03-31 $28,412 453
2020-12-31 $35,303 572
2020-09-30 $26,885 453
2020-06-30 $22,083 453
2020-03-31 $17,426 453