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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 2 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSCW INVESCO EXCH TRD SLF IDX FD 696,425.0 $14.3M 1.12% +145K +26.2% $20.51 -1.1%
22 BSCX INVESCO EXCH TRD SLF IDX FD 519,107.0 $10.9M 0.86% +96K +22.7% $21.05 -1.4%
23 AMZN AMAZON COM INC Consumer Cyclical 39,083.0 $9.3M 0.73% +845.0 +2.2% $238.34 +8.5%
24 MSFT MICROSOFT CORP Technology 24,485.0 $9.1M 0.72% -257.0 -1.0% $373.02 +29.5%
25 QQQ INVESCO QQQ TR Financial Services 11,620.0 $8.6M 0.67% -1K -8.8% $736.37 -3.1%
26 NVDA NVIDIA CORPORATION Technology 42,313.0 $8.5M 0.66% -4K -7.7% $200.09 +7.3%
27 BSCY INVESCO EXCH TRD SLF IDX FD 404,980.0 $8.4M 0.66% +82K +25.3% $20.66 -1.6%
28 SCHB SCHWAB STRATEGIC TR 269,334.0 $7.8M 0.61% +27K +11.1% $28.96 +2.2%
29 DFAC DIMENSIONAL ETF TRUST 139,264.0 $6.2M 0.48% +21K +17.3% $44.36 +2.8%
30 DFUS DIMENSIONAL ETF TRUST 58,614.0 $4.8M 0.38% +5K +9.3% $81.94 +2.1%
31 GOOG ALPHABET INC 13,460.0 $4.8M 0.37% -532.0 -3.8% $353.33
32 VEU VANGUARD INTL EQUITY INDEX F 54,060.0 $4.5M 0.35% +2K +3.1% $83.75 +2.3%
33 ADI ANALOG DEVICES INC Technology 11,165.0 $4.4M 0.35% +9K +521.3% $397.17 -6.1%
34 BSCZ INVESCO EXCH TRD SLF IDX FD 211,938.0 $4.3M 0.34% +74K +53.2% $20.47 -2.0%
35 GOOGL ALPHABET INC Communication Services 11,975.0 $4.3M 0.34% -668.0 -5.3% $357.36 -3.5%
36 JPM JPMORGAN CHASE & CO Financial Services 12,407.0 $4.1M 0.32% +1K +9.1% $327.33 +7.4%
37 META META PLATFORMS INC Communication Services 7,022.0 $4.0M 0.31% -566.0 -7.5% $563.33 -2.4%
38 VXUS VANGUARD STAR FDS 43,172.0 $3.7M 0.29% +5K +12.2% $85.49 +2.6%
39 V VISA INC Financial Services 10,563.0 $3.6M 0.28% -112.0 -1.1% $343.07 +8.2%
40 DFUV DIMENSIONAL ETF TRUST 61,519.0 $3.4M 0.27% +3K +5.8% $55.01 +4.4%
Page 2 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%