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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 10 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,386.0 $21K 0.01% $15.05 -4.4%
182 C CITIGROUP INC Financial Services 182.0 $21K 0.01% +17.0 +10.3% $113.28 +12.0%
183 FERG FERGUSON ENTERPRISES INC Industrials 87.0 $20K 0.01% $234.16 -2.9%
184 FN FABRINET Technology 39.0 $20K 0.01% -16.0 -29.1% $521.54 +30.5%
185 BNDX VANGUARD CHARLOTTE FDS 413.0 $20K 0.01% $48.05 +0.4%
186 EDIV SPDR INDEX SHS FDS 497.0 $20K 0.01% $39.48 +5.5%
187 BSV VANGUARD BD INDEX FDS 250.0 $20K 0.01% $78.41 -0.6%
188 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 265.0 $19K 0.01% +248.0 +1458.8% $72.96 +4.0%
189 FRDM EA SERIES TRUST 347.0 $19K 0.01% $54.80 +30.4%
190 UNP UNION PAC CORP Industrials 78.0 $19K 0.01% +20.0 +34.5% $243.42 +11.4%
191 AMD ADVANCED MICRO DEVICES INC Technology 93.0 $19K 0.01% +33.0 +55.0% $203.43 +147.7%
192 PM PHILIP MORRIS INTL INC Consumer Defensive 112.0 $19K 0.01% $166.81 +8.8%
193 CHRW C H ROBINSON WORLDWIDE IN Industrials 111.0 $19K 0.01% +105.0 +1750.0% $166.70 +6.7%
194 OSIS OSI SYSTEMS INC Technology 69.0 $18K 0.01% NEW $265.52 -16.8%
195 PATK PATRICK INDS INC Consumer Cyclical 163.0 $18K 0.01% $111.07 -16.9%
196 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 192.0 $18K 0.01% -3.0 -1.5% $92.31 -2.6%
197 TMO THERMO FISHER SCIENTIFIC INC Healthcare 36.0 $18K 0.01% -15.0 -29.4% $492.06 -8.9%
198 FSV FIRSTSERVICE CORP NEW Real Estate 127.0 $18K 0.01% $139.25 -3.9%
199 DSGX DESCARTES SYS GROUP INC Technology 243.0 $17K 0.01% $71.56 -1.4%
200 GE GE AEROSPACE Industrials 61.0 $17K 0.01% $284.26 +10.6%
Page 10 of 31  ·  604 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%