Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JNK | SPDR SERIES TRUST | — | 942 | $92K | 0.06% | SOLD |
| 2 | ARCC | ARES CAPITAL CORP | Financial Services | 1,624 | $33K | 0.02% | SOLD |
| 3 | HTGC | HERCULES CAPITAL INC | Financial Services | 1,046 | $20K | 0.01% | SOLD |
| 4 | MANH | MANHATTAN ASSOCIATES INC | Technology | 101 | $18K | 0.01% | SOLD |
| 5 | LNG | CHENIERE ENERGY INC | Energy | 80 | $16K | 0.01% | SOLD |
| 6 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 145 | $15K | 0.01% | SOLD |
| 7 | BIDU | BAIDU INC | Communication Services | 100 | $13K | 0.01% | SOLD |
| 8 | IGV | ISHARES TR | — | 102 | $11K | 0.01% | SOLD |
| 9 | BMI | BADGER METER INC | Technology | 52 | $9K | 0.01% | SOLD |
| 10 | KNSL | KINSALE CAP GROUP INC | Financial Services | 20 | $8K | 0.01% | SOLD |
| 11 | DHR | DANAHER CORPORATION | Healthcare | 32 | $7K | 0.00% | SOLD |
| 12 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 100 | $7K | 0.00% | SOLD |
| 13 | AOS | SMITH A O CORP | Industrials | 95 | $6K | 0.00% | SOLD |
| 14 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 95 | $6K | 0.00% | SOLD |
| 15 | KD | KYNDRYL HLDGS INC | Technology | 200 | $5K | 0.00% | SOLD |
| 16 | KHC | KRAFT HEINZ CO | Consumer Defensive | 202 | $5K | 0.00% | SOLD |
| 17 | NWSA | NEWS CORP NEW | Communication Services | 170 | $4K | 0.00% | SOLD |
| 18 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 11 | $4K | 0.00% | SOLD |
| 19 | TEL | TE CONNECTIVITY PLC | Technology | 15 | $3K | 0.00% | SOLD |
| 20 | DGNX | DIGINEX LTD | Technology | 807 | $3K | 0.00% | SOLD |
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%