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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 9 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRWD CROWDSTRIKE HLDGS INC Technology 654.0 $499K 0.04% -30.0 -4.4% $190.79 +0.6%
162 LRCX LAM RESEARCH CORP Technology 1,122.0 $486K 0.04% +100.0 +9.8% $433.33 -27.5%
163 VBK VANGUARD INDEX FDS 1,303.0 $476K 0.04% $365.57 -1.9%
164 PHM PULTE GROUP INC Consumer Cyclical 3,460.0 $475K 0.04% $137.21 -6.0%
165 COWZ PACER FDS TR 7,623.0 $474K 0.04% +3K +63.1% $62.20 +15.8%
166 WEX WEX INC Technology 3,265.0 $461K 0.04% $141.09 +41.7%
167 PAVE GLOBAL X FDS 7,640.0 $450K 0.04% $58.92 -4.3%
168 MELI MERCADOLIBRE INC Consumer Cyclical 258.0 $438K 0.03% -30.0 -10.4% $1697.39 +13.3%
169 IWB ISHARES TR 1,065.0 $436K 0.03% $409.50 +2.5%
170 ASML ASML HLDG NV Technology 219.0 $436K 0.03% -6.0 -2.7% $1989.44 -11.3%
171 KO COCA COLA CO Consumer Defensive 5,340.0 $434K 0.03% +1K +29.3% $81.27 +12.1%
172 DGRO ISHARES TR 5,573.0 $422K 0.03% -968.0 -14.8% $75.79 +5.0%
173 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,802.0 $404K 0.03% $223.96 +25.4%
174 FNDF SCHWAB STRATEGIC TR 7,631.0 $403K 0.03% +687.0 +9.9% $52.76 +5.8%
175 VYM VANGUARD WHITEHALL FDS 2,528.0 $399K 0.03% +206.0 +8.9% $158.02 +4.4%
176 ABT ABBOTT LABORATORIES Healthcare 4,400.0 $399K 0.03% +517.0 +13.3% $90.74 +28.5%
177 PTNQ PACER FDS TR 4,478.0 $397K 0.03% $88.65 -3.0%
178 QQQM INVESCO EXCH TRADED FD TR II 1,308.0 $396K 0.03% $302.97 -3.0%
179 XLF SELECT SECTOR SPDR TR 7,385.0 $396K 0.03% +602.0 +8.9% $53.61 +7.2%
180 ICVT ISHARES TR 3,221.0 $392K 0.03% $121.74 -4.8%
Page 9 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%