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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 11 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSMZ INVESCO EXCH TRD SLF IDX FD 12,491.0 $320K 0.03% NEW $25.63 -2.8%
202 QCOM QUALCOMM INC Technology 1,703.0 $315K 0.03% NEW $184.79 -13.0%
203 RSP INVESCO EXCHANGE TRADED FD T 1,475.0 $314K 0.03% +179.0 +13.8% $212.76 +4.2%
204 IVE ISHARES TR 1,380.0 $313K 0.03% +94.0 +7.3% $227.06 +4.5%
205 KLAC KLA CORP Technology 1,021.0 $308K 0.02% NEW $301.73 -39.0%
206 AVUS AMERICAN CENTY ETF TR 2,389.0 $306K 0.02% -527.0 -18.1% $128.08 +2.0%
207 VZ VERIZON COMMUNICATIONS INC Communication Services 7,214.0 $305K 0.02% +460.0 +6.8% $42.34 +16.8%
208 VDC VANGUARD WORLD FD 1,347.0 $304K 0.02% $225.49 +2.8%
209 RTX RTX CORPORATION Industrials 1,593.0 $302K 0.02% -50.0 -3.0% $189.73 +10.6%
210 SCHV SCHWAB STRATEGIC TR 8,617.0 $300K 0.02% +754.0 +9.6% $34.81 +0.4%
211 DIA STATE STR SPDR DOW JONES IND Financial Services 573.0 $299K 0.02% -902.0 -61.1% $522.19 +1.9%
212 MUNI PIMCO ETF TR 5,679.0 $299K 0.02% $52.60 -1.7%
213 HEI HEICO CORP NEW Industrials 837.0 $298K 0.02% +7.0 +0.8% $356.19 -0.3%
214 IWN ISHARES TR 1,340.0 $296K 0.02% +82.0 +6.5% $221.25 +1.6%
215 SHV ISHARES TR 2,685.0 $296K 0.02% +58.0 +2.2% $110.34 -0.0%
216 UNH UNITEDHEALTH GROUP INC Healthcare 706.0 $294K 0.02% -202.0 -22.2% $415.92 -6.2%
217 RPV INVESCO EXCHANGE TRADED FD T 2,572.0 $293K 0.02% -719.0 -21.9% $113.84 +7.6%
218 EWJ ISHARES INC 3,124.0 $291K 0.02% -663.0 -17.5% $93.27 +2.0%
219 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 24,006.0 $291K 0.02% +8K +50.0% $12.12 -3.7%
220 DGRE WISDOMTREE TR 7,111.0 $290K 0.02% $40.85 -1.3%
Page 11 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%