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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 13 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AXP AMERICAN EXPRESS CO Financial Services 26.0 $9K 0.01% NEW $338.27 -1.5%
242 APP APPLOVIN CORP Technology 17.0 $9K 0.01% +1.0 +6.2% $515.24 -38.3%
243 FFIV F5 INC Technology 21.0 $9K 0.01% $416.00 -5.2%
244 DEO DIAGEO PLC Consumer Defensive 108.0 $9K 0.01% $80.64 +15.3%
245 NTAP NETAPP INC Technology 56.0 $9K 0.01% $154.77 +20.8%
246 EMR EMERSON ELEC CO Industrials 60.0 $9K 0.01% +12.0 +25.0% $143.15 +8.4%
247 DUK DUKE ENERGY CORP NEW Utilities 67.0 $8K 0.01% $126.58 -5.0%
248 CVS CVS HEALTH CORP Healthcare 81.0 $8K 0.01% +17.0 +26.6% $103.46 -10.0%
249 EFA ISHARES TR 80.0 $8K 0.01% $103.89 +3.7%
250 CB CHUBB LIMITED Financial Services 24.0 $8K 0.01% -6.0 -20.0% $341.79 -0.5%
251 AVEX AEVEX CORP Industrials 374.0 $8K 0.00% NEW $20.89 -15.0%
252 BLK BLACKROCK INC Financial Services 8.0 $8K 0.00% $961.62 +21.1%
253 CEREBRAS SYSTEMS INC 34.0 $8K 0.00% NEW $221.00
254 XOVR ENTREPRENEURSHARES SERIES TR 356.0 $7K 0.00% NEW $21.05 -1.6%
255 PFE PFIZER INC Healthcare 311.0 $7K 0.00% +22.0 +7.6% $24.04 +16.3%
256 SBUX STARBUCKS CORP Consumer Cyclical 73.0 $7K 0.00% -7.0 -8.8% $102.19 +5.5%
257 APOS APOLLO GLOBAL MGMT INC 63.0 $7K 0.00% +23.0 +57.5% $118.32
258 BKH BLACK HILLS CORP Utilities 100.0 $7K 0.00% $74.40 -2.2%
259 VTV VANGUARD INDEX FDS 34.0 $7K 0.00% $217.94 +3.4%
260 UBER UBER TECHNOLOGIES INC Technology 102.0 $7K 0.00% $72.17 +9.2%
Page 13 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%