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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 14 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VV VANGUARD INDEX FDS 671.0 $231K 0.02% NEW $343.91 +2.5%
262 VIGI VANGUARD WHITEHALL FDS 2,469.0 $231K 0.02% -271.0 -9.9% $93.38 +5.6%
263 SPTI SPDR SERIES TRUST 8,109.0 $230K 0.02% -550.0 -6.3% $28.39 -1.1%
264 TIDAL TRUST I 9,352.0 $229K 0.02% $24.53
265 SHOP SHOPIFY INC Technology 2,006.0 $229K 0.02% $114.18 +30.7%
266 MSI MOTOROLA SOLUTIONS INC Technology 545.0 $226K 0.02% +5.0 +0.9% $415.29 +15.7%
267 LMT LOCKHEED MARTIN CORP Industrials 441.0 $225K 0.02% +58.0 +15.1% $509.46 +10.6%
268 TXN TEXAS INSTRS INC Technology 753.0 $224K 0.02% NEW $298.07 -11.3%
269 BX BLACKSTONE INC Financial Services 1,901.0 $224K 0.02% -295.0 -13.4% $117.68 +21.8%
270 VYMI VANGUARD WHITEHALL FDS 2,266.0 $223K 0.02% -134.0 -5.6% $98.20 +7.2%
271 HWM HOWMET AEROSPACE INC Industrials 827.0 $222K 0.02% NEW $268.86 +1.0%
272 EFV ISHARES TR 2,901.0 $222K 0.02% +56.0 +2.0% $76.54 +7.4%
273 VCSH VANGUARD SCOTTSDALE FDS 2,798.0 $221K 0.02% $79.02 -0.5%
274 QUS SPDR SERIES TRUST 1,180.0 $220K 0.02% $186.86 +4.2%
275 DFCF DIMENSIONAL ETF TRUST 5,207.0 $220K 0.02% NEW $42.21 -1.8%
276 XLC SELECT SECTOR SPDR TR 2,041.0 $219K 0.02% $107.13 +4.0%
277 PRI PRIMERICA INC Financial Services 769.0 $219K 0.02% NEW $284.20 +4.1%
278 WEC WEC ENERGY GROUP INC Utilities 1,870.0 $218K 0.02% +22.0 +1.2% $116.77 -9.2%
279 JCI JOHNSON CONTROLS INTERNATION Industrials 1,493.0 $218K 0.02% NEW $146.11 -2.1%
280 NEBIUS GROUP N.V. 787.0 $217K 0.02% NEW $276.17
Page 14 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%