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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAI BLACKROCK ETF TRUST 461.0 $15K 0.01% -74.0 -13.8% $32.95 +45.1%
62 DIS DISNEY WALT CO Communication Services 122.0 $12K 0.01% -87.0 -41.6% $96.27 +7.0%
63 IDXX IDEXX LABS INC Healthcare 18.0 $10K 0.01% -12.0 -40.0% $561.94 -0.5%
64 CRM SALESFORCE INC Technology 54.0 $10K 0.01% -25.0 -31.6% $186.69 -3.5%
65 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 137.0 $10K 0.01% -4.0 -2.8% $72.47 +19.8%
66 AEP AMERICAN ELEC PWR CO INC Utilities 72.0 $9K 0.01% -11.0 -13.2% $131.08 +0.4%
67 MO ALTRIA GROUP INC Consumer Defensive 137.0 $9K 0.01% -538.0 -79.7% $67.50 +9.5%
68 PFE PFIZER INC Healthcare 289.0 $8K 0.01% -536.0 -65.0% $28.12 -7.9%
69 UBER UBER TECHNOLOGIES INC Technology 102.0 $7K 0.01% -124.0 -54.9% $71.93 -0.2%
70 NOW SERVICENOW INC Technology 69.0 $7K 0.01% -37.0 -34.9% $104.55 -2.3%
71 HON HONEYWELL INTL INC Industrials 31.0 $7K 0.01% -42.0 -57.5% $226.03 +0.8%
72 DG DOLLAR GEN CORP Consumer Defensive 59.0 $7K 0.01% -5.0 -7.8% $118.75 -11.0%
73 WBD WARNER BROS DISCOVERY INC Communication Services 246.0 $7K 0.01% -72.0 -22.6% $27.46 -1.6%
74 KMI KINDER MORGAN INC DEL Energy 200.0 $7K 0.01% -7.0 -3.4% $33.53 +0.8%
75 WRB BERKLEY W R CORP Financial Services 95.0 $6K 0.00% -4.0 -4.0% $66.28 +1.9%
76 OKE ONEOK INC NEW Energy 67.0 $6K 0.00% -69.0 -50.7% $90.40 +4.0%
77 EOG EOG RES INC Energy 35.0 $5K 0.00% -5K -99.2% $144.57 -2.3%
78 TMUS T-MOBILE US INC Communication Services 24.0 $5K 0.00% -1.0 -4.0% $210.04 -8.8%
79 EQIX EQUINIX INC Real Estate 5.0 $5K 0.00% -18.0 -78.3% $980.40 +10.1%
80 CG CARLYLE GROUP INC Financial Services 98.0 $5K 0.00% -32.0 -24.6% $48.40 -6.1%
Page 4 of 7  ·  132 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%