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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 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEFA ISHARES TR 12,240.0 $1.2M 0.09% +810.0 +7.1% $96.58 +4.4%
62 BSMY INVESCO EXCH TRD SLF IDX FD 46,519.0 $1.1M 0.09% +11K +30.6% $24.65 -2.4%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 4,075.0 $1.1M 0.09% +295.0 +7.8% $281.21 -16.2%
64 NFLX NETFLIX INC. Communication Services 15,993.0 $1.1M 0.09% +701.0 +4.6% $71.40 +11.5%
65 MU MICRON TECHNOLOGY INC Technology 977.0 $1.1M 0.09% +251.0 +34.6% $1154.29 -16.2%
66 QUAL ISHARES TR 4,955.0 $1.1M 0.09% +134.0 +2.8% $219.43 +1.7%
67 IWM ISHARES TR 3,520.0 $1.1M 0.08% +175.0 +5.2% $300.45 -0.2%
68 VO VANGUARD INDEX FDS 12,778.0 $1.0M 0.08% +10K +396.8% $80.57 +3.0%
69 WMT WALMART INC Consumer Defensive 9,021.0 $1.0M 0.08% +372.0 +4.3% $113.26 -8.4%
70 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,096.0 $1.0M 0.08% +77.0 +3.8% $477.57 -12.3%
71 SCHX SCHWAB STRATEGIC TR 33,783.0 $994K 0.08% +23K +226.1% $29.43 +2.6%
72 ABBV ABBVIE INC Healthcare 3,737.0 $940K 0.07% +237.0 +6.8% $251.64 +5.3%
73 VIG VANGUARD SPECIALIZED FUNDS 3,950.0 $935K 0.07% +538.0 +15.8% $236.59 +3.1%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 987.0 $923K 0.07% +21.0 +2.2% $935.47 +1.3%
75 CSCO CISCO SYS INC Technology 7,580.0 $890K 0.07% +530.0 +7.5% $117.45 -5.5%
76 VNQ VANGUARD INDEX FDS 9,231.0 $890K 0.07% +5K +114.2% $96.42 +2.2%
77 BSMQ INVESCO EXCH TRD SLF IDX FD 37,669.0 $887K 0.07% +13K +55.4% $23.55 +0.0%
78 VSGX VANGUARD WORLD FD 10,693.0 $880K 0.07% +2K +23.4% $82.34 +1.4%
79 SPLV INVESCO EXCH TRADED FD TR II 11,375.0 $852K 0.07% +76.0 +0.7% $74.90 +0.5%
80 FNDX SCHWAB STRATEGIC TR 26,851.0 $835K 0.07% +2K +8.4% $31.10 +4.6%
Page 4 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%