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Portfolio (Quarterly) Guide ↗

Clark Asset Management, LLC

· CIK 0002062026
13F Portfolio $1.1B AUM 267 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 120 Added 30 Reduced 12 Exited
Page 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EEM ISHARES TR 7,436.0 $422K 0.04% +83.0 +1.1% $56.79 +20.6%
142 CVX CHEVRON CORPORATION Energy 1,993.0 $412K 0.04% +406.0 +25.6% $206.89 -11.4%
143 ORCL ORACLE CORP Technology 2,794.0 $411K 0.04% +219.0 +8.5% $147.11 +38.0%
144 PHM PULTE GROUP INC Consumer Cyclical 3,465.0 $408K 0.04% $117.61 -0.1%
145 SMH VANECK ETF TRUST 1,054.0 $404K 0.04% $383.27 +56.9%
146 GE GE AEROSPACE Industrials 1,411.0 $400K 0.04% +17.0 +1.2% $283.77 +13.0%
147 ABT ABBOTT LABORATORIES Healthcare 3,883.0 $399K 0.04% -45.0 -1.1% $102.67 -16.5%
148 VBK VANGUARD INDEX FDS 1,302.0 $394K 0.04% $302.25 +17.4%
149 PAVE GLOBAL X FDS 7,640.0 $388K 0.04% +1K +17.5% $50.81 +11.1%
150 HCC WARRIOR MET COAL INC Energy 4,150.0 $387K 0.04% $93.15 +9.2%
151 PFE PFIZER INC Healthcare 13,635.0 $383K 0.04% -90.0 -0.7% $28.08 -6.6%
152 VNQ VANGUARD INDEX FDS 4,309.0 $382K 0.04% -4K -47.5% $88.70 +9.3%
153 IWB ISHARES TR 1,065.0 $380K 0.04% $356.56 +15.4%
154 SGOV ISHARES TR 3,714.0 $374K 0.04% NEW $100.66 -0.0%
155 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,796.0 $365K 0.03% $203.19 +8.2%
156 MTUM ISHARES TR 1,503.0 $361K 0.03% NEW $239.99 +31.7%
157 DUHP DIMENSIONAL ETF TRUST 9,802.0 $360K 0.03% $36.76 +12.2%
158 GEV GE VERNOVA INC Utilities 412.0 $360K 0.03% +6.0 +1.5% $872.90 +15.7%
159 RPV INVESCO EXCHANGE TRADED FD T 3,291.0 $353K 0.03% +17.0 +0.5% $107.39 +5.8%
160 ON ON SEMICONDUCTOR CORP Technology 5,704.0 $353K 0.03% $61.92 +102.6%
Page 8 of 14  ·  267 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 41.4%
Financial Services 17.5%
Consumer Cyclical 13.2%
Communication Services 10.1%
Industrials 7.1%
Healthcare 4.9%
Consumer Defensive 3.0%
Energy 2.1%
Utilities 0.4%
Basic Materials 0.2%