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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 7 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP Consumer Cyclical 2,581.0 $698K 0.06% +227.0 +9.6% $270.35 +0.2%
122 IEMG ISHARES INC 8,398.0 $696K 0.06% -4K -31.5% $82.84 -1.5%
123 PTLC PACER FDS TR 11,633.0 $678K 0.05% $58.26 +2.4%
124 HYMB SPDR SERIES TRUST 26,599.0 $677K 0.05% $25.44 -2.5%
125 DGRW WISDOMTREE TR 7,051.0 $674K 0.05% $95.62 +3.8%
126 DIHP DIMENSIONAL ETF TRUST 19,495.0 $665K 0.05% +2K +11.6% $34.13 +4.7%
127 VGT VANGUARD WORLD FD 5,513.0 $659K 0.05% +5K +1004.8% $119.52 -0.9%
128 SCHA SCHWAB STRATEGIC TR 18,221.0 $658K 0.05% +10K +121.7% $36.13 -3.6%
129 SPYG SPDR SERIES TRUST 5,524.0 $657K 0.05% +355.0 +6.9% $119.00 +1.0%
130 EFA ISHARES TR 6,265.0 $651K 0.05% +310.0 +5.2% $103.88 +4.2%
131 ROE EA SERIES TRUST 15,225.0 $649K 0.05% $42.63 +2.4%
132 MPC MARATHON PETE CORP Energy 2,530.0 $647K 0.05% $255.67 +41.1%
133 VXF VANGUARD INDEX FDS 2,622.0 $646K 0.05% NEW $246.21 -0.3%
134 GAP GAP INC Consumer Cyclical 34,529.0 $645K 0.05% $18.68 +6.0%
135 CL COLGATE PALMOLIVE CO Consumer Defensive 6,992.0 $641K 0.05% -48.0 -0.7% $91.68 -0.7%
136 RDVY FIRST TR EXCHANGE TRADED FD 7,807.0 $633K 0.05% $81.06 +1.1%
137 VOE VANGUARD INDEX FDS 3,197.0 $632K 0.05% +79.0 +2.5% $197.61 +5.6%
138 VGK VANGUARD INTL EQUITY INDEX F 7,106.0 $629K 0.05% +4K +114.0% $88.54 +4.7%
139 BAC BANK AMERICA CORP Financial Services 10,908.0 $622K 0.05% +4K +63.1% $56.98 +8.3%
140 KBWB INVESCO EXCH TRADED FD TR II 6,645.0 $618K 0.05% $92.98 +2.8%
Page 7 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%