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Portfolio (Quarterly) Guide ↗

Clark Wealth Partners

· CIK 0002107657
13F Portfolio $149M AUM 604 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 158 Added 132 Reduced 52 Exited
Page 3 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NSC NORFOLK SOUTHN CORP Industrials 172.0 $49K 0.03% +1.0 +0.6% $286.80 +9.7%
42 VWO VANGUARD INTL EQUITY INDEX F 858.0 $46K 0.03% +42.0 +5.2% $54.05 +9.1%
43 MPC MARATHON PETE CORP Energy 181.0 $44K 0.03% +165.0 +1031.2% $244.18 +4.3%
44 TPR TAPESTRY INC Consumer Cyclical 291.0 $41K 0.03% +262.0 +903.5% $141.11 -1.9%
45 CVX CHEVRON CORPORATION Energy 197.0 $41K 0.03% +28.0 +16.6% $206.81 -7.4%
46 SDY SPDR SERIES TRUST 257.0 $37K 0.03% +2.0 +0.8% $145.74 +2.9%
47 CRWD CROWDSTRIKE HLDGS INC Technology 88.0 $34K 0.02% +2.0 +2.3% $390.42 +69.9%
48 O REALTY INCOME CORP Real Estate 556.0 $34K 0.02% +512.0 +1163.6% $61.19 +1.4%
49 VTI VANGUARD INDEX FDS 106.0 $34K 0.02% +17.0 +19.1% $320.90 +14.3%
50 VLO VALERO ENERGY CORP Energy 135.0 $33K 0.02% +91.0 +206.8% $247.08 -0.0%
51 RTX RTX CORPORATION Industrials 170.0 $33K 0.02% +3.0 +1.8% $192.34 -8.0%
52 NRG NRG ENERGY INC Utilities 207.0 $30K 0.02% +30.0 +16.9% $146.14 -5.8%
53 ORCL ORACLE CORP Technology 197.0 $29K 0.02% +14.0 +7.7% $146.78 +30.9%
54 HWM HOWMET AEROSPACE INC Industrials 118.0 $27K 0.02% +15.0 +14.6% $231.05 +11.0%
55 VXF VANGUARD INDEX FDS 132.0 $27K 0.02% +5.0 +3.9% $205.80 +12.2%
56 MPWR MONOLITHIC PWR SYS INC Technology 24.0 $26K 0.02% +2.0 +9.1% $1095.38 +45.1%
57 SO SOUTHERN CO Utilities 267.0 $26K 0.02% +2.0 +0.8% $96.50 -2.0%
58 URI UNITED RENTALS INC Industrials 35.0 $26K 0.02% +1.0 +2.9% $728.57 +28.8%
59 GSK GSK PLC Healthcare 452.0 $25K 0.02% +3.0 +0.7% $55.72 -7.8%
60 TSCO TRACTOR SUPPLY CO Consumer Cyclical 535.0 $24K 0.02% +5.0 +0.9% $45.29 -30.2%
Page 3 of 8  ·  158 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 24.3%
Industrials 17.6%
Financial Services 16.1%
Healthcare 12.0%
Consumer Cyclical 8.8%
Energy 5.3%
Communication Services 4.7%
Utilities 3.7%
Consumer Defensive 3.5%
Basic Materials 3.1%