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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TFC TRUIST FINL CORP Financial Services 64.0 $3K 0.00% -18.0 -21.9% $45.98 +5.2%
102 XEL XCEL ENERGY INC Utilities 31.0 $2K 0.00% -9.0 -22.5% $80.23 +1.1%
103 EXC EXELON CORP Utilities 50.0 $2K 0.00% -35.0 -41.2% $49.02 -5.7%
104 ADSK AUTODESK INC Technology 10.0 $2K 0.00% -18.0 -64.3% $239.40 +0.7%
105 WAT WATERS CORP Healthcare 8.0 $2K 0.00% -1.0 -11.1% $297.88 +14.9%
106 KEY KEYCORP Financial Services 112.0 $2K 0.00% -10.0 -8.2% $20.05 +7.5%
107 MSCI MSCI INC Financial Services 4.0 $2K 0.00% -3.0 -42.9% $539.25 +9.1%
108 KKR KKR & CO INC Financial Services 23.0 $2K 0.00% -32.0 -58.2% $92.52 +1.6%
109 VTRS VIATRIS INC Healthcare 145.0 $2K 0.00% -2K -91.7% $13.51 +23.2%
110 HBAN HUNTINGTON BANCSHARES INC Financial Services 121.0 $2K 0.00% -145.0 -54.5% $15.99 -0.4%
111 MET METLIFE INC Financial Services 27.0 $2K 0.00% -7.0 -20.6% $70.74 +18.8%
112 DDOG DATADOG INC Technology 16.0 $2K 0.00% -1.0 -5.9% $118.06 +88.3%
113 GM GENERAL MTRS CO Consumer Cyclical 22.0 $2K 0.00% -24.0 -52.2% $74.50 +5.8%
114 RF REGIONS FINANCIAL CORP NEW Financial Services 46.0 $1K 0.00% -203.0 -81.5% $26.52 +4.9%
115 MRSH MARSH & MCLENNAN COS INC Financial Services 7.0 $1K 0.00% -17.0 -70.8% $173.57 -5.5%
116 BX BLACKSTONE INC Financial Services 10.0 $1K 0.00% -53.0 -84.1% $115.00 +3.1%
117 FICO FAIR ISAAC CORP Technology 1.0 $1K 0.00% -11.0 -91.7% $1068.00 +16.1%
118 SHW SHERWIN WILLIAMS CO Basic Materials 3.0 $962.0 0.00% -12.0 -80.0% $320.67 -3.6%
119 NIO NIO INC Consumer Cyclical 150.0 $905.0 0.00% -500.0 -76.9% $6.03 -13.8%
120 WY WEYERHAEUSER CO Real Estate 36.0 $880.0 0.00% -308.0 -89.5% $24.44 -3.2%
Page 6 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%