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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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TPL TEXAS PACIFIC LAND CORPORATI Energy 6.0 $3K 0.00% -3.0 -33.3% $437.67 -16.7%
82 CCI CROWN CASTLE INC Real Estate 33.0 $2K 0.00% -7.0 -17.5% $75.76 +0.5%
83 KEY KEYCORP Financial Services 106.0 $2K 0.00% -6.0 -5.4% $23.06 -5.0%
84 CTAS CINTAS CORP Industrials 14.0 $2K 0.00% -125.0 -89.9% $170.14 +20.0%
85 YUM YUM BRANDS INC Consumer Cyclical 14.0 $2K 0.00% -4.0 -22.2% $159.93 -3.8%
86 RSG REPUBLIC SVCS INC Industrials 10.0 $2K 0.00% -6.0 -37.5% $213.10 +4.2%
87 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 100.0 $2K 0.00% -158.0 -61.2% $21.11 -21.1%
88 PRU PRUDENTIAL FINL INC Financial Services 19.0 $2K 0.00% -6.0 -24.0% $107.95 +11.0%
89 CBRE CBRE GROUP INC Real Estate 15.0 $2K 0.00% -13.0 -46.4% $134.73 +12.0%
90 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4.0 $2K 0.00% -9.0 -69.2% $496.75 +9.0%
91 CNP CENTERPOINT ENERGY INC Utilities 45.0 $2K 0.00% -9.0 -16.7% $44.04 -10.9%
92 VTR VENTAS INC Real Estate 22.0 $2K 0.00% -25.0 -53.2% $88.82 +3.4%
93 BAX BAXTER INTL INC Healthcare 91.0 $2K 0.00% -111.0 -55.0% $21.34 +22.4%
94 HBAN HUNTINGTON BANCSHARES INC Financial Services 100.0 $2K 0.00% -21.0 -17.4% $17.89 -5.4%
95 COIN COINBASE GLOBAL INC Financial Services 12.0 $2K 0.00% -25.0 -67.6% $146.25 +22.1%
96 CINF CINCINNATI FINL CORP Financial Services 9.0 $2K 0.00% -5.0 -35.7% $186.11 -7.6%
97 EQT EQT CORP Energy 30.0 $2K 0.00% -9.0 -23.1% $53.20 +2.6%
98 FE FIRSTENERGY CORP Utilities 33.0 $2K 0.00% -39.0 -54.2% $47.55 -3.5%
99 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 18.0 $1K 0.00% -247.0 -93.2% $79.78 +10.2%
100 VICI VICI PPTYS INC Real Estate 53.0 $1K 0.00% -29.0 -35.4% $26.57 -2.6%
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 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%