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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 10 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ORCL ORACLE CORP Technology 2,616.0 $383K 0.03% -178.0 -6.4% $146.55 -0.1%
182 IMCG ISHARES TR 3,842.0 $378K 0.03% +1K +46.4% $98.31 -0.2%
183 CVX CHEVRON CORPORATION Energy 2,251.0 $373K 0.03% +258.0 +12.9% $165.76 +23.8%
184 IQDF FLEXSHARES TR 10,708.0 $370K 0.03% $34.56 +4.1%
185 BA BOEING CO Industrials 1,695.0 $367K 0.03% NEW $216.47 -1.0%
186 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 379.0 $366K 0.03% NEW $965.00 -11.9%
187 INTC INTEL CORP Technology 2,565.0 $358K 0.03% NEW $139.63 -35.5%
188 PDBC INVESCO ACTVELY MNGD ETC FD 22,503.0 $357K 0.03% NEW $15.88 +17.4%
189 PANW PALO ALTO NETWORKS INC Technology 1,035.0 $353K 0.03% -217.0 -17.3% $341.02 +4.9%
190 PSI INVESCO EXCHANGE TRADED FD T 1,875.0 $352K 0.03% NEW $187.82 -26.0%
191 IHDG WISDOMTREE TR 6,682.0 $350K 0.03% $52.38 +1.8%
192 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,786.0 $349K 0.03% -21.0 -0.6% $92.09 -3.2%
193 AXP AMERICAN EXPRESS CO Financial Services 1,027.0 $347K 0.03% -15.0 -1.4% $338.34 -0.7%
194 UVE UNIVERSAL INS HLDGS INC Financial Services 8,150.0 $337K 0.03% $41.36 +2.3%
195 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,444.0 $337K 0.03% $233.10 +1.9%
196 PTIN PACER FDS TR 9,054.0 $332K 0.03% $36.67 +3.7%
197 NOBL PROSHARES TR 5,852.0 $329K 0.03% +3K +100.0% $56.16 +4.6%
198 SPYM SPDR SERIES TRUST 3,675.0 $323K 0.03% +674.0 +22.5% $87.87 +2.6%
199 SBUX STARBUCKS CORP Consumer Cyclical 3,154.0 $322K 0.03% -92.0 -2.8% $102.18 +4.8%
200 IJH ISHARES TR 4,153.0 $320K 0.03% NEW $77.10 -0.4%
Page 10 of 15  ·  294 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%