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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 12 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CNO CNO FINL GROUP INC Financial Services 5,678.0 $289K 0.02% $50.98 +5.0%
222 DHI D R HORTON INC Consumer Cyclical 1,772.0 $289K 0.02% +13.0 +0.7% $162.88 -8.9%
223 AVEM AMERICAN CENTY ETF TR 2,945.0 $284K 0.02% +58.0 +2.0% $96.49 -2.3%
224 HWKN HAWKINS INC Basic Materials 1,982.0 $282K 0.02% $142.10 -16.3%
225 MBB ISHARES TR 2,973.0 $281K 0.02% +269.0 +9.9% $94.52 -1.5%
226 SNPS SYNOPSYS INC Technology 627.0 $280K 0.02% $446.07 -10.8%
227 AIQ GLOBAL X FDS 4,254.0 $279K 0.02% NEW $65.61 -3.3%
228 PFE PFIZER INC Healthcare 11,590.0 $279K 0.02% -2K -15.0% $24.08 +16.6%
229 LGLV SPDR SERIES TRUST 1,497.0 $272K 0.02% $181.46 +3.9%
230 VEXC VANGUARD WORLD FD 2,806.0 $269K 0.02% $96.02 -0.3%
231 DAC DANAOS CORPORATION Industrials 2,181.0 $267K 0.02% $122.37 +22.4%
232 IBIE ISHARES TR 10,133.0 $266K 0.02% $26.30 -1.9%
233 EMLP FIRST TR EXCHANGE-TRADED FD 6,119.0 $266K 0.02% $43.50 +0.5%
234 CB CHUBB LTD SWITZ Financial Services 780.0 $266K 0.02% +107.0 +15.9% $340.74 +0.1%
235 FISV FISERV INC Technology 5,396.0 $265K 0.02% -64.0 -1.2% $49.05 +7.2%
236 BLK BLACKROCK INC Financial Services 274.0 $263K 0.02% -7.0 -2.5% $960.16 +20.5%
237 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,755.0 $260K 0.02% NEW $45.11 +18.5%
238 FNDA SCHWAB STRATEGIC TR 6,795.0 $259K 0.02% -205.0 -2.9% $38.06 -0.9%
239 VMO INVESCO MUN OPPORTUNIT TR Financial Services 26,059.0 $257K 0.02% NEW $9.87 -1.9%
240 ANNALY CAPITAL MANAGEMENT IN 11,500.0 $257K 0.02% $22.36
Page 12 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%