BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GPN GLOBAL PMTS INC Industrials 12 $929.0 0.00% SOLD
42 MKC MCCORMICK & CO INC Consumer Defensive 13 $885.0 0.00% SOLD
43 DPZ DOMINOS PIZZA INC Consumer Cyclical 2 $834.0 0.00% SOLD
44 INVH INVITATION HOMES INC Real Estate 28 $778.0 SOLD
45 SMCI SUPER MICRO COMPUTER INC Technology 25 $732.0 SOLD
46 AVY AVERY DENNISON CORP Industrials 4 $728.0 SOLD
47 EPAM EPAM SYS INC Technology 3 $615.0 SOLD
48 AXP AMERICAN EXPRESS CO Financial Services 1 $370.0 SOLD
49 CBSH COMMERCE BANCSHARES INC Financial Services 3 $157.0 SOLD
50 BALL BALL CORP Consumer Cyclical 2 $106.0 SOLD
51 DKS DICKS SPORTING GOODS INC Consumer Cyclical $58.0 SOLD
52 OXY OCCIDENTAL PETE CORP Energy SOLD
Page 3 of 3  ·  52 positions
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%