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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 6 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HIG HARTFORD INSURANCE GROUP INC Financial Services 39.0 $5K 0.00% +7.0 +21.9% $135.97 +0.0%
102 D DOMINION ENERGY INC Utilities 85.0 $5K 0.00% +56.0 +193.1% $61.82 +9.5%
103 GOOY TIDAL TRUST II 401.0 $5K 0.00% +34.0 +9.3% $12.69 +15.5%
104 CRH PLC 46.0 $5K 0.00% +13.0 +39.4% $105.13
105 WM WASTE MGMT INC DEL Industrials 21.0 $5K 0.00% +3.0 +16.7% $229.81 -5.2%
106 FITB FIFTH THIRD BANCORP Financial Services 99.0 $5K 0.00% +10.0 +11.2% $46.87 +5.6%
107 TDG TRANSDIGM GROUP INC Industrials 4.0 $5K 0.00% +1.0 +33.3% $1159.00 +4.7%
108 ROST ROSS STORES INC Consumer Cyclical 21.0 $5K 0.00% +4.0 +23.5% $216.67 +8.4%
109 WEC WEC ENERGY GROUP INC Utilities 38.0 $4K 0.00% +17.0 +81.0% $115.79 -2.1%
110 SRE SEMPRA Utilities 41.0 $4K 0.00% +8.0 +24.2% $97.78 -5.1%
111 CBRE CBRE GROUP INC Real Estate 28.0 $4K 0.00% +9.0 +47.4% $135.46 -3.2%
112 MSFO TIDAL TRUST II 327.0 $4K 0.00% +21.0 +6.9% $11.55 +4.9%
113 LEIDOS HOLDINGS INC 24.0 $4K 0.00% +6.0 +33.3% $155.54
114 SPG SIMON PPTY GROUP INC NEW Real Estate 20.0 $4K 0.00% +5.0 +33.3% $186.55 +9.6%
115 FE FIRSTENERGY CORP Utilities 72.0 $4K 0.00% +46.0 +176.9% $50.67 -8.6%
116 CTVA CORTEVA INC Basic Materials 42.0 $4K 0.00% +8.0 +23.5% $83.71 -5.0%
117 RSG REPUBLIC SVCS INC Industrials 16.0 $4K 0.00% +6.0 +60.0% $219.06 -4.6%
118 DGX QUEST DIAGNOSTICS INC Healthcare 17.0 $3K 0.00% +9.0 +112.5% $196.00 -0.4%
119 CCI CROWN CASTLE INC Real Estate 40.0 $3K 0.00% +18.0 +81.8% $81.33 +12.5%
120 SBAC SBA COMMUNICATIONS CORP Real Estate 17.0 $3K 0.00% +12.0 +240.0% $172.12 +19.4%
Page 6 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%