Long-term investor
Assetmark, Inc. @assetmarkinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001344551).
Record
- Tracked since 2025-06-30 (454 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +13.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921910816 · 6.4% · long · since 2025-06-30
- 922908363 · 4.8% · long · since 2025-06-30
- 921910840 · 4.5% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- 922908611 · 2.0% · long · since 2025-06-30
- 72201R833 · 1.8% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- 46432F842 · 1.6% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- 922908512 · 1.5% · long · since 2025-06-30
- 46434G103 · 1.4% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30