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Portfolio (Quarterly) Guide ↗

Clark Asset Management, LLC

· CIK 0002062026
13F Portfolio $1.1B AUM 267 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 120 Added 30 Reduced 12 Exited
Page 10 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FISV FISERV INC Technology 5,460.0 $305K 0.03% +64.0 +1.2% $55.80 +0.4%
182 HWKN HAWKINS INC Basic Materials 1,982.0 $304K 0.03% $153.60 +3.5%
183 VDC VANGUARD WORLD FD 1,347.0 $303K 0.03% $224.59 +1.9%
184 ASML ASML HLDG NV Technology 225.0 $297K 0.03% +32.0 +16.6% $1320.83 +20.2%
185 MUNI PIMCO ETF TR 5,679.0 $296K 0.03% +209.0 +3.8% $52.19 +0.2%
186 PTIN PACER FDS TR 9,054.0 $294K 0.03% NEW $32.52 +12.2%
187 COWZ PACER FDS TR 4,673.0 $292K 0.03% NEW $62.56 +2.9%
188 SBUX STARBUCKS CORP Consumer Cyclical 3,246.0 $291K 0.03% +665.0 +25.8% $89.58 +12.2%
189 SHV ISHARES TR 2,627.0 $290K 0.03% +44.0 +1.7% $110.39 -0.0%
190 BKE BUCKLE INC Consumer Cyclical 5,717.0 $288K 0.03% $50.36 -0.3%
191 AMD ADVANCED MICRO DEVICES INC Technology 1,402.0 $285K 0.03% +289.0 +26.0% $203.43 +144.3%
192 ONEQ FIDELITY COMWLTH TR 3,358.0 $285K 0.03% $84.91 +23.7%
193 BKNG BOOKING HOLDINGS INC Consumer Cyclical 67.0 $283K 0.03% +21.0 +45.6% $4223.40 -96.0%
194 UVE UNIVERSAL INS HLDGS INC Financial Services 8,150.0 $278K 0.03% $34.16 +11.5%
195 CENCORA INC 883.0 $277K 0.03% +21.0 +2.4% $314.14
196 VGK VANGUARD INTL EQUITY INDEX F 3,320.0 $274K 0.03% NEW $82.43 +7.5%
197 IVE ISHARES TR 1,286.0 $272K 0.03% -48.0 -3.6% $211.15 +7.8%
198 BLK BLACKROCK INC Financial Services 281.0 $270K 0.03% -11.0 -3.8% $960.35 +10.0%
199 EMLP FIRST TR EXCHANGE-TRADED FD 6,119.0 $267K 0.03% $43.66 +0.2%
200 CRWD CROWDSTRIKE HLDGS INC Technology 684.0 $267K 0.03% +205.0 +42.8% $390.41 +66.5%
Page 10 of 14  ·  267 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 41.4%
Financial Services 17.5%
Consumer Cyclical 13.2%
Communication Services 10.1%
Industrials 7.1%
Healthcare 4.9%
Consumer Defensive 3.0%
Energy 2.1%
Utilities 0.4%
Basic Materials 0.2%