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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 17 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 34.0 $5K 0.00% +6.0 +21.4% $157.29 -4.2%
322 GLW CORNING INC Technology 39.0 $5K 0.00% $135.97 +44.3%
323 HIG HARTFORD INSURANCE GROUP INC Financial Services 39.0 $5K 0.00% +7.0 +21.9% $135.97 -0.5%
324 D DOMINION ENERGY INC Utilities 85.0 $5K 0.00% +56.0 +193.1% $61.82 +8.8%
325 USB US BANCORP Financial Services 100.0 $5K 0.00% $52.53 +5.1%
326 CMCSA COMCAST CORP NEW Communication Services 181.0 $5K 0.00% $28.73 -12.5%
327 MCK MCKESSON CORP Healthcare 6.0 $5K 0.00% $866.33 -12.9%
328 GOOY TIDAL TRUST II 401.0 $5K 0.00% +34.0 +9.3% $12.69 +17.1%
329 SANDISK CORP 8.0 $5K 0.00% NEW $635.38
330 WYNN WYNN RESORTS LTD Consumer Cyclical 50.0 $5K 0.00% $101.56 -4.3%
331 EOG EOG RES INC Energy 35.0 $5K 0.00% -5K -99.2% $144.57 -5.8%
332 TMUS T-MOBILE US INC Communication Services 24.0 $5K 0.00% -1.0 -4.0% $210.04 -9.0%
333 HAL HALLIBURTON CO Energy 129.0 $5K 0.00% $38.99 +5.4%
334 EQIX EQUINIX INC Real Estate 5.0 $5K 0.00% -18.0 -78.3% $980.40 +9.9%
335 IXUS ISHARES TR 56.0 $5K 0.00% NEW $86.64 +11.8%
336 CRH PLC 46.0 $5K 0.00% +13.0 +39.4% $105.13
337 WM WASTE MGMT INC DEL Industrials 21.0 $5K 0.00% +3.0 +16.7% $229.81 -5.2%
338 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 258.0 $5K 0.00% $18.70 -8.6%
339 ED CONSOLIDATED EDISON INC Utilities 42.0 $5K 0.00% $113.19 -4.9%
340 CG CARLYLE GROUP INC Financial Services 98.0 $5K 0.00% -32.0 -24.6% $48.40 -5.7%
Page 17 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%