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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 16 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BEN FRANKLIN RESOURCES INC Financial Services 157.0 $5K 0.00% $33.61 +3.1%
302 CDNS CADENCE DESIGN SYSTEM INC Technology 14.0 $5K 0.00% +1.0 +7.7% $375.36 -9.3%
303 VONG VANGUARD SCOTTSDALE FDS 41.0 $5K 0.00% $127.83 -1.1%
304 CARNIVAL CORP LTD 180.0 $5K 0.00% NEW $28.57
305 IWR ISHARES TR 46.0 $5K 0.00% $110.33 +1.8%
306 ALL ALLSTATE CORP Financial Services 21.0 $5K 0.00% +3.0 +16.7% $238.90 +9.1%
307 D DOMINION ENERGY INC Utilities 73.0 $5K 0.00% -12.0 -14.1% $68.30 -4.1%
308 MPC MARATHON PETE CORP Energy 19.0 $5K 0.00% -162.0 -89.5% $255.68 +44.3%
309 WYNN WYNN RESORTS LTD Consumer Cyclical 50.0 $5K 0.00% $97.10 -1.9%
310 TPR TAPESTRY INC Consumer Cyclical 33.0 $5K 0.00% -258.0 -88.7% $146.39 -14.3%
311 SHW SHERWIN WILLIAMS CO Basic Materials 14.0 $5K 0.00% +11.0 +366.7% $344.36 +0.1%
312 CRH PLC 45.0 $5K 0.00% -1.0 -2.2% $107.00
313 ED CONSOLIDATED EDISON INC Utilities 42.0 $5K 0.00% $110.64 -2.8%
314 DVN DEVON ENERGY CORP NEW Energy 112.0 $5K 0.00% +21.0 +23.1% $41.32 +14.6%
315 TRV TRAVELERS COMPANIES INC Financial Services 14.0 $5K 0.00% +3.0 +27.3% $330.14 +12.0%
316 HOOD ROBINHOOD MKTS INC Financial Services 46.0 $5K 0.00% +5.0 +12.2% $100.28 +4.0%
317 EOG EOG RES INC Energy 35.0 $5K 0.00% $129.74 +10.5%
318 EW EDWARDS LIFESCIENCES CORP Healthcare 50.0 $5K 0.00% -5.0 -9.1% $90.46 -0.3%
319 ADP AUTOMATIC DATA PROCESSING IN Industrials 20.0 $5K 0.00% NEW $225.65 +27.4%
320 AXON AXON ENTERPRISE INC Industrials 8.0 $4K 0.00% +3.0 +60.0% $560.62 +7.2%
Page 16 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%