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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 4 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMF ISHARES TR 31,230.0 $1.8M 0.14% +4K +13.1% $57.64 -2.0%
62 CDNS CADENCE DESIGN SYSTEM INC Technology 4,722.0 $1.8M 0.14% -961.0 -16.9% $375.32 -15.0%
63 AVDV AMERICAN CENTY ETF TR 16,968.0 $1.7M 0.14% -2K -11.3% $103.05 +8.6%
64 NSC NORFOLK SOUTHN CORP Industrials 5,556.0 $1.7M 0.14% $314.58 +11.5%
65 AVUV AMERICAN CENTY ETF TR 13,395.0 $1.7M 0.13% -1K -9.0% $124.76 +1.4%
66 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,087.0 $1.6M 0.12% +1K +101.2% $746.61 +2.6%
67 CAT CATERPILLAR INC Industrials 1,452.0 $1.5M 0.12% +38.0 +2.7% $1064.90 -22.3%
68 BND VANGUARD BD INDEX FDS 20,883.0 $1.5M 0.12% +6K +43.0% $73.41 -1.6%
69 BSMR INVESCO EXCH TRD SLF IDX FD 61,999.0 $1.5M 0.12% +15K +31.7% $23.64 +0.2%
70 DFEV DIMENSIONAL ETF TRUST 33,803.0 $1.4M 0.11% -6K -14.6% $42.67 -1.7%
71 IXUS ISHARES TR 15,022.0 $1.4M 0.11% $95.44 +2.6%
72 AGG ISHARES TR 14,470.0 $1.4M 0.11% NEW $98.98 -1.6%
73 SMH VANECK ETF TRUST 2,169.0 $1.4M 0.11% +1K +105.8% $655.78 -14.5%
74 DFAS DIMENSIONAL ETF TRUST 17,034.0 $1.4M 0.11% $82.34 +0.8%
75 BSSX INVESCO EXCH TRD SLF IDX FD 51,238.0 $1.3M 0.10% +14K +39.0% $25.81 -1.8%
76 VBR VANGUARD INDEX FDS 5,386.0 $1.3M 0.10% +2K +43.4% $243.00 +2.5%
77 XOM EXXON MOBIL CORP Energy 9,448.0 $1.3M 0.10% +3K +46.9% $136.72 +20.8%
78 TT TRANE TECHNOLOGIES PLC Industrials 2,623.0 $1.3M 0.10% +30.0 +1.2% $491.16 -7.7%
79 IYY ISHARES TR 6,900.0 $1.3M 0.10% +3K +94.9% $182.28 +2.4%
80 OEF ISHARES TR 3,405.0 $1.2M 0.10% NEW $365.87 +3.3%
Page 4 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%