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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQR EQUITY RESIDENTIAL Real Estate 22.0 $1K 0.00% +5.0 +29.4% $59.86 +10.6%
142 ALLE ALLEGION PLC Industrials 9.0 $1K 0.00% +2.0 +28.6% $145.33 -10.3%
143 BR BROADRIDGE FINL SOLUTIONS IN Technology 8.0 $1K 0.00% +2.0 +33.3% $162.50 -7.4%
144 GL GLOBE LIFE INC Financial Services 9.0 $1K 0.00% +5.0 +125.0% $139.22 +12.3%
145 CMS CMS ENERGY CORP Utilities 16.0 $1K 0.00% +12.0 +300.0% $77.62 -4.0%
146 OMC OMNICOM GROUP INC Communication Services 16.0 $1K 0.00% +1.0 +6.7% $75.62 -0.9%
147 ROL ROLLINS INC Consumer Cyclical 22.0 $1K 0.00% +8.0 +57.1% $53.45 +0.0%
148 L LOEWS CORP Financial Services 11.0 $1K 0.00% +2.0 +22.2% $106.82 +1.9%
149 PNW PINNACLE WEST CAP CORP Utilities 11.0 $1K 0.00% +9.0 +450.0% $100.82 +2.1%
150 CSGP COSTAR GROUP INC Real Estate 27.0 $1K 0.00% +24.0 +800.0% $40.37 -15.9%
151 MOH MOLINA HEALTHCARE INC Healthcare 8.0 $1K 0.00% +5.0 +166.7% $135.38 +36.0%
152 BOTZ GLOBAL X FDS 31.0 $1K 0.00% +1.0 +3.3% $32.71 +23.2%
153 CPT CAMDEN PPTY TR Real Estate 10.0 $988.0 0.00% +5.0 +100.0% $98.80 +8.8%
154 REGCO REGENCY CTRS CORP Real Estate 10.0 $757.0 0.00% +2.0 +25.0% $75.70 -70.4%
155 FRT FEDERAL RLTY INVT TR NEW Real Estate 7.0 $744.0 +3.0 +75.0% $106.29 +12.7%
156 MTCH MATCH GROUP INC NEW Communication Services 15.0 $461.0 +2.0 +15.4% $30.73 +16.5%
157 DOC HEALTHPEAK PROPERTIES INC Real Estate 25.0 $411.0 +6.0 +31.6% $16.44 +20.0%
158 NI NISOURCE INC Utilities 7.0 $327.0 +6.0 +600.0% $46.71 +2.4%
Page 8 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%