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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 3 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 13,201.0 $3.4M 0.26% +762.0 +6.1% $253.96 +6.4%
42 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.23% $748850.00
43 TSLA TESLA INC Consumer Cyclical 7,085.0 $3.0M 0.23% -2K -19.7% $420.60 -13.7%
44 DFIV DIMENSIONAL ETF TRUST 54,701.0 $3.0M 0.23% $54.02 +7.9%
45 IVV ISHARES TR 3,945.0 $3.0M 0.23% +52.0 +1.3% $748.84 +2.7%
46 MA MASTERCARD INCORPORATED Financial Services 5,622.0 $2.9M 0.23% -30.0 -0.5% $513.64 +13.0%
47 BERKSHIRE HATHAWAY INC DEL 5,523.0 $2.8M 0.22% +67.0 +1.2% $500.41
48 DE DEERE & CO Industrials 4,075.0 $2.6M 0.20% +32.0 +0.8% $634.32 +2.1%
49 HD HOME DEPOT INC Consumer Cyclical 7,283.0 $2.6M 0.20% -807.0 -10.0% $352.68 -4.8%
50 ITOT ISHARES TR 15,136.0 $2.5M 0.20% +2K +14.8% $164.27 +2.3%
51 BSMU INVESCO EXCH TRD SLF IDX FD 112,774.0 $2.5M 0.19% +23K +26.3% $21.92 -0.7%
52 AMAT APPLIED MATLS INC Technology 3,218.0 $2.3M 0.18% +159.0 +5.2% $723.03 -31.9%
53 DFAT DIMENSIONAL ETF TRUST 32,551.0 $2.3M 0.18% $69.90 +2.5%
54 BSMW INVESCO EXCH TRD SLF IDX FD 88,780.0 $2.2M 0.17% +19K +28.1% $25.14 -1.5%
55 BSMV INVESCO EXCH TRD SLF IDX FD 106,337.0 $2.2M 0.17% +13K +14.2% $20.98 -0.9%
56 BSMT INVESCO EXCH TRD SLF IDX FD 96,171.0 $2.2M 0.17% -3K -2.6% $23.03 -0.2%
57 BSMS INVESCO EXCH TRD SLF IDX FD 92,975.0 $2.2M 0.17% +13K +16.1% $23.44 +0.1%
58 GLDM WORLD GOLD TR Financial Services 27,120.0 $2.2M 0.17% +13K +89.0% $79.42 +15.0%
59 SCHF SCHWAB STRATEGIC TR 69,339.0 $1.9M 0.15% +7K +11.6% $27.70 +2.7%
60 AVGO BROADCOM INC Technology 4,990.0 $1.9M 0.15% +160.0 +3.3% $377.76 -2.5%
Page 3 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%