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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 15 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTGR NETGEAR INC Technology 9,196.0 $215K 0.02% $23.35 -10.0%
282 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,726.0 $215K 0.02% +309.0 +9.0% $57.62 +16.3%
283 CSX CSX CORP Industrials 4,447.0 $211K 0.02% NEW $47.53 +8.5%
284 MS MORGAN STANLEY Financial Services 996.0 $208K 0.02% NEW $209.04 +2.5%
285 SCHQ SCHWAB STRATEGIC TR 6,636.0 $208K 0.02% NEW $31.30 -4.4%
286 CTAS CINTAS CORP Industrials 1,220.0 $207K 0.02% $170.08 +19.8%
287 BOTZ GLOBAL X FDS 5,376.0 $204K 0.02% NEW $37.94 -5.0%
288 SYK STRYKER CORPORATION Healthcare 643.0 $202K 0.02% $314.84 +4.6%
289 BIL SPDR SERIES TRUST 2,188.0 $201K 0.02% NEW $91.64 -0.0%
290 TK TEEKAY CORPORATION LTD Energy 19,555.0 $196K 0.01% $10.00 +32.4%
291 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 29,974.0 $150K 0.01% $4.99 +3.8%
292 DNP DNP SELECT INCOME FD INC Financial Services 11,903.0 $128K 0.01% $10.79 +0.8%
293 VGM INVESCO TR INVT GRADE MUNS Financial Services 11,633.0 $123K 0.01% NEW $10.60 -2.8%
294 ORC ORCHID IS CAP INC Real Estate 15,074.0 $105K 0.01% +673.0 +4.7% $6.97 -3.9%
Page 15 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%