Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HPQ | HP INC | Technology | 27,813 | $542K | 0.36% | SOLD |
| 2 | MUNI | PIMCO ETF TR | — | 9,606 | $501K | 0.34% | SOLD |
| 3 | FIX | COMFORT SYS USA INC | Industrials | 23 | $32K | 0.02% | SOLD |
| 4 | MEDP | MEDPACE HLDGS INC | Healthcare | 61 | $29K | 0.02% | SOLD |
| 5 | HLI | HOULIHAN LOKEY INC | Financial Services | 181 | $26K | 0.02% | SOLD |
| 6 | USFD | US FOODS HLDG CORP | Consumer Defensive | 277 | $26K | 0.02% | SOLD |
| 7 | — | SOMNIGROUP INTERNATIONAL INC | — | 341 | $25K | 0.02% | SOLD |
| 8 | MUSA | MURPHY USA INC | Consumer Cyclical | 48 | $24K | 0.02% | SOLD |
| 9 | — | TECHNIPFMC PLC | — | 341 | $24K | 0.02% | SOLD |
| 10 | AX | AXOS FINANCIAL INC | Financial Services | 264 | $22K | 0.01% | SOLD |
| 11 | ULS | UL SOLUTIONS INC | Industrials | 262 | $22K | 0.01% | SOLD |
| 12 | FSS | FEDERAL SIGNAL CORP | Industrials | 200 | $22K | 0.01% | SOLD |
| 13 | WWD | WOODWARD INC | Industrials | 59 | $21K | 0.01% | SOLD |
| 14 | FERG | FERGUSON ENTERPRISES INC | Industrials | 87 | $20K | 0.01% | SOLD |
| 15 | OSIS | OSI SYSTEMS INC | Technology | 69 | $18K | 0.01% | SOLD |
| 16 | PATK | PATRICK INDS INC | Consumer Cyclical | 163 | $18K | 0.01% | SOLD |
| 17 | FSV | FIRSTSERVICE CORP NEW | Real Estate | 127 | $18K | 0.01% | SOLD |
| 18 | DSGX | DESCARTES SYS GROUP INC | Technology | 243 | $17K | 0.01% | SOLD |
| 19 | CIGI | COLLIERS INTL GROUP INC | Real Estate | 158 | $17K | 0.01% | SOLD |
| 20 | CACI | CACI INTL INC | Technology | 31 | $17K | 0.01% | SOLD |
Sector Allocation
Technology
26.6%
Financial Services
17.9%
Industrials
16.2%
Healthcare
11.3%
Consumer Cyclical
8.7%
Communication Services
4.2%
Utilities
4.0%
Energy
3.9%
Consumer Defensive
3.4%
Basic Materials
2.8%