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Portfolio (Quarterly) Guide ↗

Clark Wealth Partners

· CIK 0002107657
13F Portfolio $177M AUM 571 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 58 New 141 Added 132 Reduced 85 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 BITFARMS LTD 175 $342.0 SOLD
82 LUV SOUTHWEST AIRLS CO Industrials 8 $302.0 SOLD
83 BBY BEST BUY INC Consumer Cyclical 3 $196.0 SOLD
84 GPC GENUINE PARTS CO Consumer Cyclical $8.0 SOLD
85 NWS NEWS CORP NEW $3.0 SOLD
Page 5 of 5  ·  85 positions
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%