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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IYG ISHARES TR 2,631.0 $238K 0.02% NEW $90.47 +6.9%
22 IVW ISHARES TR 1,703.0 $234K 0.02% NEW $137.53 +0.9%
23 VV VANGUARD INDEX FDS 671.0 $231K 0.02% NEW $343.91 +2.5%
24 TXN TEXAS INSTRS INC Technology 753.0 $224K 0.02% NEW $298.07 -11.3%
25 HWM HOWMET AEROSPACE INC Industrials 827.0 $222K 0.02% NEW $268.86 +1.0%
26 DFCF DIMENSIONAL ETF TRUST 5,207.0 $220K 0.02% NEW $42.21 -1.8%
27 PRI PRIMERICA INC Financial Services 769.0 $219K 0.02% NEW $284.20 +4.1%
28 JCI JOHNSON CONTROLS INTERNATION Industrials 1,493.0 $218K 0.02% NEW $146.11 -2.1%
29 NEBIUS GROUP N.V. 787.0 $217K 0.02% NEW $276.17
30 CSX CSX CORP Industrials 4,447.0 $211K 0.02% NEW $47.53 +8.5%
31 MS MORGAN STANLEY Financial Services 996.0 $208K 0.02% NEW $209.04 +2.5%
32 SCHQ SCHWAB STRATEGIC TR 6,636.0 $208K 0.02% NEW $31.30 -4.4%
33 BOTZ GLOBAL X FDS 5,376.0 $204K 0.02% NEW $37.94 -5.0%
34 BIL SPDR SERIES TRUST 2,188.0 $201K 0.02% NEW $91.64 -0.0%
35 VGM INVESCO TR INVT GRADE MUNS Financial Services 11,633.0 $123K 0.01% NEW $10.60 -2.8%
Page 2 of 2  ·  35 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%