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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 11 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GILD GILEAD SCIENCES INC Healthcare 110.0 $14K 0.01% -6.0 -5.2% $126.35 +15.3%
202 COF CAPITAL ONE FINL CORP Financial Services 69.0 $14K 0.01% +8.0 +13.1% $201.38 +7.1%
203 HPE HEWLETT PACKARD ENTERPRISE C Technology 302.0 $14K 0.01% -54.0 -15.2% $45.26 +15.6%
204 OZK BANK OZK LITTLE ROCK ARK Financial Services 261.0 $14K 0.01% $52.01 -5.0%
205 DAR DARLING INGREDIENTS INC Consumer Defensive 245.0 $13K 0.01% $54.62 +17.8%
206 BK BANK OF NY MELLON CORP Financial Services 91.0 $13K 0.01% $144.62 -1.9%
207 SPACE EXPLORATION TECHN CORP 77.0 $13K 0.01% NEW $170.87
208 PEP PEPSICO INC Consumer Defensive 95.0 $13K 0.01% -6.0 -5.9% $135.09 +4.4%
209 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 129.0 $12K 0.01% -8.0 -5.8% $96.12 -51.3%
210 VLO VALERO ENERGY CORP Energy 47.0 $12K 0.01% -88.0 -65.2% $260.45 +35.3%
211 BLACKROCK TECH AND PRIVATE E 1,340.0 $12K 0.01% $9.03
212 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 12.0 $12K 0.01% +1.0 +9.1% $965.75 -14.1%
213 WDC WESTERN DIGITAL CORP Technology 18.0 $11K 0.01% +1.0 +5.9% $638.72 -28.1%
214 IYM ISHARES TR 63.0 $11K 0.01% $179.54 +7.7%
215 CIEN CIENA CORP Technology 23.0 $11K 0.01% +14.0 +155.6% $490.57 -22.9%
216 AMGN AMGEN INC Healthcare 31.0 $11K 0.01% +4.0 +14.8% $362.13 +19.4%
217 DIA STATE STR SPDR DOW JONES IND Financial Services 21.0 $11K 0.01% $526.29 +1.7%
218 NXPI NXP SEMICONDUCTORS N V Technology 38.0 $11K 0.01% -5.0 -11.6% $282.05 -20.7%
219 WAB WABTEC Industrials 39.0 $11K 0.01% $269.62 +8.4%
220 ADI ANALOG DEVICES INC Technology 26.0 $10K 0.01% +1.0 +4.0% $397.19 -8.9%
Page 11 of 29  ·  571 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%