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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 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FCX FREEPORT MCMORAN INC Basic Materials 158.0 $9K 0.01% +1.0 +0.6% $58.62 +5.7%
82 ISRG INTUITIVE SURGICAL INC Healthcare 20.0 $9K 0.01% +2.0 +11.1% $461.00 -5.0%
83 CEG CONSTELLATION ENERGY CORP Utilities 33.0 $9K 0.01% +5.0 +17.9% $279.27 +5.3%
84 DUK DUKE ENERGY CORP NEW Utilities 67.0 $9K 0.01% +17.0 +34.0% $130.94 -4.0%
85 WELL WELLTOWER INC Real Estate 43.0 $9K 0.01% +9.0 +26.5% $197.72 +9.3%
86 KR KROGER CO Consumer Defensive 113.0 $8K 0.01% +2.0 +1.8% $72.36 -7.1%
87 BLK BLACKROCK INC Financial Services 8.0 $8K 0.01% +1.0 +14.3% $961.75 +11.6%
88 NVDY TIDAL TRUST II 578.0 $8K 0.01% +56.0 +10.7% $12.98 +6.0%
89 EBAY EBAY INC. Consumer Cyclical 79.0 $7K 0.01% +5.0 +6.8% $91.03 +27.2%
90 SBUX STARBUCKS CORP Consumer Cyclical 80.0 $7K 0.01% +7.0 +9.6% $89.60 +15.1%
91 PH PARKER-HANNIFIN CORP Industrials 8.0 $7K 0.01% +2.0 +33.3% $895.25 -3.2%
92 VRSN VERISIGN INC Technology 28.0 $7K 0.01% +2.0 +7.7% $248.39 +24.8%
93 CI THE CIGNA GROUP Healthcare 26.0 $7K 0.01% +2.0 +8.3% $265.19 +7.9%
94 AMT AMERICAN TOWER CORP Real Estate 38.0 $7K 0.00% +16.0 +72.7% $172.61 +6.5%
95 CME CME GROUP INC Financial Services 22.0 $6K 0.00% +4.0 +22.2% $295.36 -1.4%
96 COIN COINBASE GLOBAL INC Financial Services 37.0 $6K 0.00% +12.0 +48.0% $174.62 +5.9%
97 APP APPLOVIN CORP Technology 16.0 $6K 0.00% +3.0 +23.1% $398.00 +21.0%
98 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 29.0 $6K 0.00% +5.0 +20.8% $197.52 +15.2%
99 JCI JOHNSON CONTROLS INTERNATION Industrials 41.0 $5K 0.00% +2.0 +5.1% $131.34 +5.3%
100 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 34.0 $5K 0.00% +6.0 +21.4% $157.29 -2.7%
Page 5 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%