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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKR BAKER HUGHES COMPANY Energy 105.0 $6K 0.00% -4.0 -3.7% $55.50 +12.4%
62 OKE ONEOK INC NEW Energy 64.0 $6K 0.00% -3.0 -4.5% $86.95 +9.0%
63 FITB FIFTH THIRD BANCORP Financial Services 97.0 $6K 0.00% -2.0 -2.0% $57.28 -4.8%
64 D DOMINION ENERGY INC Utilities 73.0 $5K 0.00% -12.0 -14.1% $68.30 -4.1%
65 MPC MARATHON PETE CORP Energy 19.0 $5K 0.00% -162.0 -89.5% $255.68 +44.3%
66 TPR TAPESTRY INC Consumer Cyclical 33.0 $5K 0.00% -258.0 -88.7% $146.39 -14.3%
67 CRH PLC 45.0 $5K 0.00% -1.0 -2.2% $107.00
68 EW EDWARDS LIFESCIENCES CORP Healthcare 50.0 $5K 0.00% -5.0 -9.1% $90.46 -0.3%
69 NRG NRG ENERGY INC Utilities 30.0 $4K 0.00% -177.0 -85.5% $146.07 -23.9%
70 CFG CITIZENS FINL GROUP INC Financial Services 59.0 $4K 0.00% -2.0 -3.3% $70.08 -0.5%
71 CME CME GROUP INC Financial Services 18.0 $4K 0.00% -4.0 -18.2% $220.83 +29.4%
72 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11.0 $4K 0.00% -71.0 -86.6% $330.55 -2.6%
73 CTVA CORTEVA INC Basic Materials 41.0 $3K 0.00% -1.0 -2.4% $84.71 -1.0%
74 ISRG INTUITIVE SURGICAL INC Healthcare 8.0 $3K 0.00% -12.0 -60.0% $397.75 -6.3%
75 DHI D R HORTON INC Consumer Cyclical 19.0 $3K 0.00% -138.0 -87.9% $162.89 -9.5%
76 TFC TRUIST FINL CORP Financial Services 62.0 $3K 0.00% -2.0 -3.1% $49.82 +1.2%
77 SRE SEMPRA Utilities 33.0 $3K 0.00% -8.0 -19.5% $93.39 -9.7%
78 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K 0.00% -22.0 -91.7% $1384.50 -9.3%
79 HIG HARTFORD INSURANCE GROUP INC Financial Services 20.0 $3K 0.00% -19.0 -48.7% $133.00 +4.2%
80 VMC VULCAN MATLS CO Basic Materials 9.0 $3K 0.00% -4.0 -30.8% $295.11 -7.0%
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 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%