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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 13 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IUSG ISHARES TR 1,364.0 $257K 0.02% NEW $188.07 +0.9%
242 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,432.0 $255K 0.02% +1K +2037.3% $178.24 +17.6%
243 HCC WARRIOR MET COAL INC Energy 3,130.0 $254K 0.02% -1K -24.6% $81.16 +31.5%
244 IGV ISHARES TR 2,795.0 $253K 0.02% $90.60 +14.1%
245 DES WISDOMTREE TR 6,183.0 $252K 0.02% $40.68 +0.4%
246 PBT PERMIAN BASIN RTY TR Energy 10,000.0 $250K 0.02% $25.04 +36.9%
247 PRU PRUDENTIAL FINL INC Financial Services 2,318.0 $250K 0.02% -39.0 -1.6% $107.93 +12.2%
248 CENCORA INC 884.0 $250K 0.02% $282.98
249 TJX TJX COS INC NEW Consumer Cyclical 1,648.0 $250K 0.02% +71.0 +4.5% $151.46 -7.2%
250 IJJ ISHARES TR 1,684.0 $249K 0.02% $147.73 +0.9%
251 FELV FIDELITY COVINGTON TRUST 6,153.0 $247K 0.02% $40.09 +6.5%
252 PRFZ INVESCO EXCHANGE TRADED FD T 4,370.0 $244K 0.02% NEW $55.77 +0.2%
253 UNP UNION PAC CORP Industrials 894.0 $243K 0.02% $272.00 +13.3%
254 PM PHILIP MORRIS INTL INC Consumer Defensive 1,334.0 $241K 0.02% NEW $180.89 +4.1%
255 BKE BUCKLE INC Consumer Cyclical 5,717.0 $241K 0.02% $42.20 +3.8%
256 PPI INVESTMENT MANAGERS SER TR I 11,245.0 $239K 0.02% $21.29 +1.7%
257 VSS VANGUARD INTL EQUITY INDEX F 1,545.0 $238K 0.02% +123.0 +8.7% $154.29 +3.7%
258 IYG ISHARES TR 2,631.0 $238K 0.02% NEW $90.47 +6.9%
259 IVW ISHARES TR 1,703.0 $234K 0.02% NEW $137.53 +0.9%
260 INGERSOLL RAND INC 2,825.0 $232K 0.02% $81.99
Page 13 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%