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Portfolio (Quarterly) Guide ↗

Clark Asset Management, LLC

· CIK 0002062026
13F Portfolio $963M AUM 237 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 237 New
Page 12 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PPI INVESTMENT MANAGERS SER TR I 11,245.0 $209K 0.02% NEW $18.63 +16.6%
222 DES WISDOMTREE TR 6,183.0 $207K 0.02% NEW $33.45 +15.9%
223 ASML ASML HOLDING N V Technology 193.0 $206K 0.02% NEW $1069.86 +51.2%
224 PEP PEPSICO INC Consumer Defensive 1,432.0 $206K 0.02% NEW $143.55 +1.9%
225 QUS SPDR SERIES TRUST 1,180.0 $206K 0.02% NEW $174.18 +7.3%
226 DAC DANAOS CORPORATION Industrials 2,181.0 $205K 0.02% NEW $94.18 +34.0%
227 VYMI VANGUARD WHITEHALL FDS 2,276.0 $205K 0.02% NEW $90.00 +11.3%
228 VSS VANGUARD INTL EQUITY INDEX F 1,422.0 $204K 0.02% NEW $143.33 +12.6%
229 MUB ISHARES TR 1,880.0 $201K 0.02% NEW $107.10 -0.1%
230 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 16,006.0 $192K 0.02% NEW $12.02 -1.5%
231 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 29,974.0 $189K 0.02% NEW $6.30 -19.4%
232 TK TEEKAY CORPORATION LTD Energy 19,555.0 $177K 0.02% NEW $9.03 +29.4%
233 PBT PERMIAN BASIN RTY TR Energy 10,000.0 $170K 0.02% NEW $16.96 +71.6%
234 INGN INOGEN INC Healthcare 21,381.0 $144K 0.01% NEW $6.72 -2.6%
235 DNP DNP SELECT INCOME FD INC Financial Services 11,903.0 $119K 0.01% NEW $9.99 +8.6%
236 BHC BAUSCH HEALTH COS INC Healthcare 11,628.0 $81K 0.01% NEW $6.95 -22.5%
237 ORC ORCHID IS CAP INC Real Estate 10,225.0 $74K 0.01% NEW $7.20 -3.8%
Page 12 of 12  ·  237 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 42.0%
Financial Services 19.1%
Consumer Cyclical 13.2%
Communication Services 9.7%
Industrials 6.7%
Healthcare 4.9%
Consumer Defensive 2.6%
Energy 1.4%
Utilities 0.2%
Basic Materials 0.2%