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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 7 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DLR DIGITAL RLTY TR INC Real Estate 16.0 $3K 0.00% +2.0 +14.3% $180.25 +6.5%
122 YUM YUM BRANDS INC Consumer Cyclical 18.0 $3K 0.00% +4.0 +28.6% $155.50 -0.8%
123 ABNB AIRBNB INC Consumer Cyclical 22.0 $3K 0.00% +21.0 +2100.0% $126.32 +4.8%
124 EQT EQT CORP Energy 39.0 $2K 0.00% +9.0 +30.0% $63.64 -9.0%
125 PRU PRUDENTIAL FINL INC Financial Services 25.0 $2K 0.00% +4.0 +19.1% $97.72 +6.5%
126 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 8.0 $2K 0.00% +2.0 +33.3% $291.75 -11.8%
127 CNP CENTERPOINT ENERGY INC Utilities 54.0 $2K 0.00% +9.0 +20.0% $43.17 -0.8%
128 CINF CINCINNATI FINL CORP Financial Services 14.0 $2K 0.00% +6.0 +75.0% $158.36 +6.2%
129 EXPAND ENERGY CORPORATION 20.0 $2K 0.00% +5.0 +33.3% $109.80
130 MAA MID-AMER APT CMNTYS INC Real Estate 17.0 $2K 0.00% +11.0 +183.3% $122.18 +7.3%
131 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 23.0 $2K 0.00% +10.0 +76.9% $90.13 +15.2%
132 FOXA FOX CORP Communication Services 34.0 $2K 0.00% +17.0 +100.0% $58.41 +9.5%
133 CNC CENTENE CORP DEL Healthcare 57.0 $2K 0.00% +51.0 +850.0% $32.75 +80.6%
134 IIPR INNOVATIVE INDL PPTYS INC Real Estate 32.0 $2K 0.00% +1.0 +3.2% $52.62 +8.4%
135 STLD STEEL DYNAMICS INC Basic Materials 9.0 $2K 0.00% +2.0 +28.6% $180.56 +32.9%
136 RMD RESMED INC Healthcare 7.0 $2K 0.00% +5.0 +250.0% $224.57 -7.4%
137 PNR PENTAIR PLC Industrials 18.0 $2K 0.00% +4.0 +28.6% $87.11 -14.1%
138 PAYX PAYCHEX INC Industrials 16.0 $1K 0.00% +1.0 +6.7% $92.12 +5.3%
139 BXP BXP INC Real Estate 28.0 $1K 0.00% +19.0 +211.1% $52.61 +14.6%
140 ESS ESSEX PPTY TR INC Real Estate 6.0 $1K 0.00% +3.0 +100.0% $244.67 +13.1%
Page 7 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%