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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SWK STANLEY BLACK & DECKER INC Industrials 8.0 $569.0 -31.0 -79.5% $71.12 +7.5%
122 COOPER COS INC 7.0 $501.0 -3.0 -30.0% $71.57
123 AES AES CORP Utilities 33.0 $465.0 -155.0 -82.5% $14.09 +4.2%
124 SOLV SOLVENTUM CORP Healthcare 7.0 $458.0 -15.0 -68.2% $65.43 +17.4%
125 DASH DOORDASH INC Communication Services 3.0 $451.0 -10.0 -76.9% $150.33 +6.6%
126 MTB M & T BK CORP Financial Services 2.0 $414.0 -8.0 -80.0% $207.00 +3.0%
127 LUV SOUTHWEST AIRLS CO Industrials 8.0 $302.0 -1K -99.4% $37.75 +8.2%
128 UDR UDR INC Real Estate 4.0 $136.0 -11.0 -73.3% $34.00 +11.8%
129 NKE NIKE INC Consumer Cyclical $26.0 -100.0%
130 GPC GENUINE PARTS CO Consumer Cyclical $8.0 -100.0%
131 NWS NEWS CORP NEW Communication Services $3.0 -100.0%
132 PSKY PARAMOUNT SKYDANCE CORP Communication Services $3.0 -100.0%
Page 7 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%