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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MSI MOTOROLA SOLUTIONS INC Technology 1.0 $416.0 -7.0 -87.5% $416.00 +16.8%
122 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1.0 $320.0 -12.0 -92.3% $320.00 -12.7%
123 BR BROADRIDGE FINL SOLUTIONS IN Technology 2.0 $274.0 -6.0 -75.0% $137.00 +34.0%
124 FIS FIDELITY NATL INFORMATION SV Technology 7.0 $273.0 -65.0 -90.3% $39.00 +6.3%
125 EXPE EXPEDIA GROUP INC Consumer Cyclical 1.0 $256.0 -9.0 -90.0% $256.00 +28.7%
126 GEN GEN DIGITAL INC Technology 8.0 $200.0 -66.0 -89.2% $25.00 +24.1%
127 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2.0 $199.0 -5.0 -71.4% $99.50 -11.8%
128 APH AMPHENOL CORP Technology 1.0 $177.0 -60.0 -98.4% $177.00 -10.9%
129 COOPER COS INC 2.0 $144.0 -5.0 -71.4% $72.00
130 ALLE ALLEGION PLC Industrials 1.0 $141.0 -8.0 -88.9% $141.00 +11.7%
131 BXP BXP INC Real Estate 2.0 $135.0 -26.0 -92.9% $67.50 +2.7%
132 CMCSA COMCAST CORP NEW Communication Services 1.0 $28.0 -180.0 -99.5% $28.00 -3.4%
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 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%