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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWN ISHARES TR 1,340.0 $296K 0.02% +82.0 +6.5% $221.25 +1.6%
122 SHV ISHARES TR 2,685.0 $296K 0.02% +58.0 +2.2% $110.34 -0.0%
123 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 24,006.0 $291K 0.02% +8K +50.0% $12.12 -3.7%
124 DHI D R HORTON INC Consumer Cyclical 1,772.0 $289K 0.02% +13.0 +0.7% $162.88 -8.9%
125 AVEM AMERICAN CENTY ETF TR 2,945.0 $284K 0.02% +58.0 +2.0% $96.49 -2.3%
126 MBB ISHARES TR 2,973.0 $281K 0.02% +269.0 +9.9% $94.52 -1.5%
127 CB CHUBB LTD SWITZ Financial Services 780.0 $266K 0.02% +107.0 +15.9% $340.74 +0.1%
128 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,432.0 $255K 0.02% +1K +2037.3% $178.24 +17.6%
129 TJX TJX COS INC NEW Consumer Cyclical 1,648.0 $250K 0.02% +71.0 +4.5% $151.46 -7.2%
130 VSS VANGUARD INTL EQUITY INDEX F 1,545.0 $238K 0.02% +123.0 +8.7% $154.29 +3.7%
131 MSI MOTOROLA SOLUTIONS INC Technology 545.0 $226K 0.02% +5.0 +0.9% $415.29 +15.7%
132 LMT LOCKHEED MARTIN CORP Industrials 441.0 $225K 0.02% +58.0 +15.1% $509.46 +10.6%
133 EFV ISHARES TR 2,901.0 $222K 0.02% +56.0 +2.0% $76.54 +7.4%
134 WEC WEC ENERGY GROUP INC Utilities 1,870.0 $218K 0.02% +22.0 +1.2% $116.77 -9.2%
135 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,726.0 $215K 0.02% +309.0 +9.0% $57.62 +16.3%
136 ORC ORCHID IS CAP INC Real Estate 15,074.0 $105K 0.01% +673.0 +4.7% $6.97 -3.9%
Page 7 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%