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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 11 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QCOM QUALCOMM INC Technology 132.0 $17K 0.01% -4K -97.1% $128.71 +93.3%
202 SLYV SPDR SERIES TRUST 179.0 $17K 0.01% $94.84 +10.3%
203 CIGI COLLIERS INTL GROUP INC Real Estate 158.0 $17K 0.01% $106.89 -10.2%
204 CACI CACI INTL INC Technology 31.0 $17K 0.01% NEW $543.87 -7.9%
205 F FORD MTR CO Consumer Cyclical 1,453.0 $17K 0.01% -160.0 -9.9% $11.54 +32.7%
206 HEICO CORP NEW 78.0 $16K 0.01% $211.10
207 NEE NEXTERA ENERGY INC Utilities 177.0 $16K 0.01% $92.96 -5.7%
208 OMF ONEMAIN HLDGS INC Financial Services 303.0 $16K 0.01% -158.0 -34.3% $53.49 +0.6%
209 GILD GILEAD SCIENCES INC Healthcare 116.0 $16K 0.01% +4.0 +3.6% $139.37 -4.0%
210 NEM NEWMONT CORP Basic Materials 149.0 $16K 0.01% -11.0 -6.9% $108.26 +3.1%
211 UNH UNITEDHEALTH GROUP INC Healthcare 59.0 $16K 0.01% +36.0 +156.5% $270.59 +39.3%
212 BLD TOPBUILD COR Industrials 45.0 $16K 0.01% -18.0 -28.6% $351.31 +17.7%
213 CWST CASELLA WASTE SYS INC Industrials 198.0 $16K 0.01% NEW $79.34 +9.8%
214 PEP PEPSICO INC Consumer Defensive 101.0 $16K 0.01% -2.0 -1.9% $154.95 -6.0%
215 AMID EA SERIES TRUST 479.0 $15K 0.01% -110.0 -18.7% $32.14 +8.9%
216 BAI BLACKROCK ETF TRUST 461.0 $15K 0.01% -74.0 -13.8% $32.95 +51.7%
217 RLI RLI CORP Financial Services 266.0 $15K 0.01% $57.04 -8.3%
218 DAR DARLING INGREDIENTS INC Consumer Defensive 245.0 $15K 0.01% $61.85 -4.0%
219 AMAT APPLIED MATLS INC Technology 44.0 $15K 0.01% NEW $341.80 +33.1%
220 TGT TARGET CORP Consumer Defensive 124.0 $15K 0.01% +1.0 +0.8% $121.20 +3.5%
Page 11 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%