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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 12 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WELL WELLTOWER INC Real Estate 45.0 $10K 0.01% +2.0 +4.7% $226.98 +4.8%
222 LOW LOWES COS INC Consumer Cyclical 46.0 $10K 0.01% $220.50 -5.6%
223 VMBS VANGUARD SCOTTSDALE FDS 216.0 $10K 0.01% $46.81 -1.3%
224 SHEL SHELL PLC Energy 129.0 $10K 0.01% +1.0 +0.8% $77.71 +17.0%
225 MO ALTRIA GROUP INC Consumer Defensive 137.0 $10K 0.01% $73.01 -6.0%
226 GLW CORNING INC Technology 39.0 $10K 0.01% $255.44 -41.7%
227 FCX FREEPORT MCMORAN INC Basic Materials 158.0 $10K 0.01% $62.81 +21.7%
228 AEP AMERICAN ELEC PWR CO INC Utilities 72.0 $10K 0.01% $136.82 -10.6%
229 TJX TJX COS INC NEW Consumer Cyclical 64.0 $10K 0.01% +8.0 +14.3% $151.50 -10.8%
230 BIV VANGUARD BD INDEX FDS 126.0 $10K 0.01% $76.71 -1.7%
231 DTM DT MIDSTREAM INC Energy 64.0 $9K 0.01% $147.62 -12.3%
232 BLV VANGUARD BD INDEX FDS 137.0 $9K 0.01% $68.93 -3.7%
233 PWR QUANTA SVCS INC Industrials 13.0 $9K 0.01% $720.08 -16.3%
234 ANET ARISTA NETWORKS INC Technology 55.0 $9K 0.01% +4.0 +7.8% $169.89 +15.0%
235 TDY TELEDYNE TECHNOLOGIES INC Technology 14.0 $9K 0.01% +10.0 +250.0% $666.93 -6.7%
236 CMI CUMMINS INC Industrials 13.0 $9K 0.01% $713.23 -20.8%
237 FDX FEDEX CORP Industrials 29.0 $9K 0.01% $314.38 +5.2%
238 WMB WILLIAMS COS INC Energy 120.0 $9K 0.01% $74.34 -0.8%
239 PNC PNC FINL SVCS GROUP INC Financial Services 36.0 $9K 0.01% +20.0 +125.0% $246.22 -1.6%
240 EBAY EBAY INC. Consumer Cyclical 79.0 $9K 0.01% $111.76 -5.5%
Page 12 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%