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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 11 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LGLV SPDR SERIES TRUST 1,497.0 $267K 0.03% NEW $178.10 +0.4%
202 SCHX SCHWAB STRATEGIC TR 10,361.0 $266K 0.03% $25.64 +15.9%
203 IBIE ISHARES TR 10,109.0 $265K 0.03% NEW $26.24 +0.6%
204 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,444.0 $263K 0.03% $182.33 +12.2%
205 MBB ISHARES TR 2,704.0 $257K 0.02% -77.0 -2.8% $94.95 -0.3%
206 SCHD SCHWAB STRATEGIC TR 8,352.0 $256K 0.02% NEW $30.68 +6.3%
207 BX BLACKSTONE INC Financial Services 2,196.0 $253K 0.02% $114.99 +0.7%
208 TJX TJX COS INC NEW Consumer Cyclical 1,577.0 $252K 0.02% NEW $159.72 -3.0%
209 RSP INVESCO EXCHANGE TRADED FD T 1,296.0 $249K 0.02% -6K -83.1% $191.86 +8.7%
210 SNPS SYNOPSYS INC Technology 627.0 $249K 0.02% +55.0 +9.6% $396.48 +20.3%
211 SPTI SPDR SERIES TRUST 8,659.0 $248K 0.02% -4K -31.6% $28.66 -0.9%
212 DAC DANAOS CORPORATION Industrials 2,181.0 $246K 0.02% $112.64 +10.8%
213 UNH UNITEDHEALTH GROUP INC Healthcare 908.0 $246K 0.02% +41.0 +4.7% $270.52 +41.2%
214 MU MICRON TECHNOLOGY INC Technology 726.0 $245K 0.02% NEW $337.84 +177.4%
215 ANNALY CAPITAL MANAGEMENT IN 11,500.0 $243K 0.02% -500.0 -4.2% $21.15
216 VIGI VANGUARD WHITEHALL FDS 2,740.0 $242K 0.02% $88.46 +6.3%
217 DHI D R HORTON INC Consumer Cyclical 1,759.0 $241K 0.02% $137.22 +7.2%
218 SCHV SCHWAB STRATEGIC TR 7,863.0 $240K 0.02% $30.50 +10.1%
219 SCHA SCHWAB STRATEGIC TR 8,219.0 $239K 0.02% -968.0 -10.5% $29.08 +17.6%
220 TK TEEKAY CORPORATION LTD Energy 19,555.0 $239K 0.02% $12.21 -5.2%
Page 11 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%