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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPGP INVESCO EXCHANGE TRADED FD T 4,259.0 $521K 0.04% +256.0 +6.4% $122.29 +4.2%
102 MUB ISHARES TR 4,799.0 $516K 0.04% +3K +145.7% $107.61 -2.1%
103 SPTS SPDR SERIES TRUST 17,757.0 $515K 0.04% +3K +17.6% $29.01 -0.2%
104 GEV GE VERNOVA INC Utilities 435.0 $511K 0.04% +23.0 +5.6% $1174.86 -18.6%
105 LRCX LAM RESEARCH CORP Technology 1,122.0 $486K 0.04% +100.0 +9.8% $433.33 -27.5%
106 COWZ PACER FDS TR 7,623.0 $474K 0.04% +3K +63.1% $62.20 +15.8%
107 KO COCA COLA CO Consumer Defensive 5,340.0 $434K 0.03% +1K +29.3% $81.27 +12.1%
108 FNDF SCHWAB STRATEGIC TR 7,631.0 $403K 0.03% +687.0 +9.9% $52.76 +5.8%
109 VYM VANGUARD WHITEHALL FDS 2,528.0 $399K 0.03% +206.0 +8.9% $158.02 +4.4%
110 ABT ABBOTT LABORATORIES Healthcare 4,400.0 $399K 0.03% +517.0 +13.3% $90.74 +28.5%
111 XLF SELECT SECTOR SPDR TR 7,385.0 $396K 0.03% +602.0 +8.9% $53.61 +7.2%
112 IMCG ISHARES TR 3,842.0 $378K 0.03% +1K +46.4% $98.31 -0.2%
113 CVX CHEVRON CORPORATION Energy 2,251.0 $373K 0.03% +258.0 +12.9% $165.76 +23.8%
114 NOBL PROSHARES TR 5,852.0 $329K 0.03% +3K +100.0% $56.16 +4.6%
115 SPYM SPDR SERIES TRUST 3,675.0 $323K 0.03% +674.0 +22.5% $87.87 +2.6%
116 RSP INVESCO EXCHANGE TRADED FD T 1,475.0 $314K 0.03% +179.0 +13.8% $212.76 +4.2%
117 IVE ISHARES TR 1,380.0 $313K 0.03% +94.0 +7.3% $227.06 +4.5%
118 VZ VERIZON COMMUNICATIONS INC Communication Services 7,214.0 $305K 0.02% +460.0 +6.8% $42.34 +16.8%
119 SCHV SCHWAB STRATEGIC TR 8,617.0 $300K 0.02% +754.0 +9.6% $34.81 +0.4%
120 HEI HEICO CORP NEW Industrials 837.0 $298K 0.02% +7.0 +0.8% $356.19 -0.3%
Page 6 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%