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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVS CVS HEALTH CORP Healthcare 64.0 $5K 0.00% -43.0 -40.2% $71.83 +29.8%
82 BSX BOSTON SCIENTIFIC CORP Healthcare 73.0 $5K 0.00% -12.0 -14.1% $62.75 -7.9%
83 DVN DEVON ENERGY CORP NEW Energy 91.0 $5K 0.00% -102.0 -52.9% $50.33 -6.2%
84 APOS APOLLO GLOBAL MGMT INC Financial Services 40.0 $4K 0.00% -23.0 -36.5% $111.42 -76.5%
85 MLM MARTIN MARIETTA MATLS INC Basic Materials 7.0 $4K 0.00% -8.0 -53.3% $588.71 -8.9%
86 MMM 3M CO Industrials 27.0 $4K 0.00% -19.0 -41.3% $145.26 +4.9%
87 VTR VENTAS INC Real Estate 47.0 $4K 0.00% -6.0 -11.3% $81.79 +7.8%
88 ALL ALLSTATE CORP Financial Services 18.0 $4K 0.00% -9.0 -33.3% $208.22 +4.0%
89 PPL PPL CORP Utilities 97.0 $4K 0.00% -7.0 -6.7% $38.51 -5.7%
90 CFG CITIZENS FINL GROUP INC Financial Services 61.0 $4K 0.00% -4.0 -6.2% $59.98 +4.8%
91 CDNS CADENCE DESIGN SYSTEM INC Technology 13.0 $4K 0.00% -15.0 -53.6% $277.92 +34.4%
92 SNPS SYNOPSYS INC Technology 9.0 $4K 0.00% -7.0 -43.8% $396.56 +32.3%
93 A AGILENT TECHNOLOGIES INC Healthcare 31.0 $4K 0.00% -163.0 -84.0% $114.26 +0.6%
94 VMC VULCAN MATLS CO Basic Materials 13.0 $4K 0.00% -15.0 -53.6% $272.31 -4.3%
95 MCO MOODYS CORP Financial Services 8.0 $3K 0.00% -13.0 -61.9% $436.25 +3.0%
96 BAX BAXTER INTL INC Healthcare 202.0 $3K 0.00% -21.0 -9.4% $16.82 +14.1%
97 PNC PNC FINL SVCS GROUP INC Financial Services 16.0 $3K 0.00% -19.0 -54.3% $208.12 +5.3%
98 AFL AFLAC INC Financial Services 30.0 $3K 0.00% -19.0 -38.8% $109.73 +7.4%
99 TRV TRAVELERS COMPANIES INC Financial Services 11.0 $3K 0.00% -3.0 -21.4% $291.73 +5.1%
100 TSN TYSON FOODS INC Consumer Defensive 50.0 $3K 0.00% -3.0 -5.7% $64.08 +1.5%
Page 5 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%