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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 1 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QYLD GLOBAL X FDS 4,373.0 $75K 0.05% NEW $17.15 +4.3%
2 LADR LADDER CAP CORP Real Estate 5,613.0 $56K 0.04% NEW $10.00 +1.3%
3 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 4,300.0 $46K 0.03% NEW $10.74 +15.9%
4 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 4,114.0 $45K 0.03% NEW $11.05 +5.5%
5 CAIE CALAMOS ETF TR 1,513.0 $38K 0.03% NEW $25.14 +9.7%
6 GOOD GLADSTONE COMMERCIAL CORP Real Estate 3,260.0 $37K 0.03% NEW $11.43 +10.9%
7 TECHNIPFMC PLC 341.0 $24K 0.02% NEW $69.18
8 OSIS OSI SYSTEMS INC Technology 69.0 $18K 0.01% NEW $265.52 -16.4%
9 CACI CACI INTL INC Technology 31.0 $17K 0.01% NEW $543.87 -7.8%
10 CWST CASELLA WASTE SYS INC Industrials 198.0 $16K 0.01% NEW $79.34 +10.2%
11 AMAT APPLIED MATLS INC Technology 44.0 $15K 0.01% NEW $341.80 +26.4%
12 IYF ISHARES TR 127.0 $15K 0.01% NEW $117.31 +5.5%
13 TBLD THORNBURG INCM BUILDER OPP T Financial Services 660.0 $14K 0.01% NEW $21.15 +7.7%
14 ESI ELEMENT SOLUTIONS INC Basic Materials 399.0 $14K 0.01% NEW $34.14 +19.4%
15 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,500.0 $13K 0.01% NEW $8.66 +8.1%
16 APG API GROUP CORP Industrials 311.0 $13K 0.01% NEW $40.52 +2.7%
17 DIA STATE STR SPDR DOW JONES IND Financial Services 21.0 $10K 0.01% NEW $465.00 +8.8%
18 BLACKROCK TECH AND PRIVATE E 1,340.0 $9K 0.01% NEW $6.60
19 TXN TEXAS INSTRS INC Technology 45.0 $9K 0.01% NEW $194.16 +59.3%
20 XRP BITWISE XRP ETF Financial Services 524.0 $8K 0.01% NEW $15.03 -0.5%
Page 1 of 5  ·  95 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%