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Portfolio (Quarterly) Guide ↗

Clark Asset Management, LLC

· CIK 0002062026
13F Portfolio $1.3B AUM 294 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 136 Added 51 Reduced 8 Exited
Page 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSMW INVESCO EXCH TRD SLF IDX FD 88,780.0 $2.2M 0.17% +19K +28.1% $25.14 -1.5%
42 BSMV INVESCO EXCH TRD SLF IDX FD 106,337.0 $2.2M 0.17% +13K +14.2% $20.98 -0.9%
43 BSMS INVESCO EXCH TRD SLF IDX FD 92,975.0 $2.2M 0.17% +13K +16.1% $23.44 +0.1%
44 GLDM WORLD GOLD TR Financial Services 27,120.0 $2.2M 0.17% +13K +89.0% $79.42 +15.0%
45 SCHF SCHWAB STRATEGIC TR 69,339.0 $1.9M 0.15% +7K +11.6% $27.70 +2.7%
46 AVGO BROADCOM INC Technology 4,990.0 $1.9M 0.15% +160.0 +3.3% $377.76 -2.5%
47 CMF ISHARES TR 31,230.0 $1.8M 0.14% +4K +13.1% $57.64 -2.0%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,087.0 $1.6M 0.12% +1K +101.2% $746.61 +2.6%
49 CAT CATERPILLAR INC Industrials 1,452.0 $1.5M 0.12% +38.0 +2.7% $1064.90 -22.3%
50 BND VANGUARD BD INDEX FDS 20,883.0 $1.5M 0.12% +6K +43.0% $73.41 -1.6%
51 BSMR INVESCO EXCH TRD SLF IDX FD 61,999.0 $1.5M 0.12% +15K +31.7% $23.64 +0.2%
52 SMH VANECK ETF TRUST 2,169.0 $1.4M 0.11% +1K +105.8% $655.78 -14.5%
53 BSSX INVESCO EXCH TRD SLF IDX FD 51,238.0 $1.3M 0.10% +14K +39.0% $25.81 -1.8%
54 VBR VANGUARD INDEX FDS 5,386.0 $1.3M 0.10% +2K +43.4% $243.00 +2.5%
55 XOM EXXON MOBIL CORP Energy 9,448.0 $1.3M 0.10% +3K +46.9% $136.72 +20.8%
56 TT TRANE TECHNOLOGIES PLC Industrials 2,623.0 $1.3M 0.10% +30.0 +1.2% $491.16 -7.7%
57 IYY ISHARES TR 6,900.0 $1.3M 0.10% +3K +94.9% $182.28 +2.4%
58 DFIC DIMENSIONAL ETF TRUST 33,092.0 $1.2M 0.10% +2K +4.8% $37.26 +5.8%
59 ONEQ FIDELITY COMWLTH TR 11,831.0 $1.2M 0.10% +8K +252.3% $103.22 -0.1%
60 IWF ISHARES TR 9,681.0 $1.2M 0.09% +7K +328.9% $124.17 -1.4%
Page 3 of 7  ·  136 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 47.0%
Financial Services 17.7%
Consumer Cyclical 11.9%
Industrials 7.8%
Communication Services 6.0%
Healthcare 4.5%
Consumer Defensive 2.6%
Energy 1.9%
Utilities 0.5%
Basic Materials 0.2%