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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 17 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPG SIMON PPTY GROUP INC NEW Real Estate 20.0 $4K 0.00% $223.65 -4.1%
322 ROST ROSS STORES INC Consumer Cyclical 21.0 $4K 0.00% $212.86 +7.4%
323 SNPS SYNOPSYS INC Technology 10.0 $4K 0.00% +1.0 +11.1% $446.10 -0.8%
324 WEC WEC ENERGY GROUP INC Utilities 38.0 $4K 0.00% $116.79 -9.1%
325 MDLZ MONDELEZ INTL INC Consumer Defensive 76.0 $4K 0.00% +10.0 +15.2% $58.34 +6.9%
326 KKR KKR & CO INC 48.0 $4K 0.00% +25.0 +108.7% $91.79
327 NRG NRG ENERGY INC Utilities 30.0 $4K 0.00% -177.0 -85.5% $146.07 -23.9%
328 HAL HALLIBURTON CO Energy 129.0 $4K 0.00% $33.95 +6.6%
329 AVDV AMERICAN CENTY ETF TR 41.0 $4K 0.00% $103.07 +9.1%
330 DDOG DATADOG INC Technology 16.0 $4K 0.00% $260.38 -9.0%
331 CFG CITIZENS FINL GROUP INC Financial Services 59.0 $4K 0.00% -2.0 -3.3% $70.08 -0.5%
332 CG CARLYLE GROUP INC Financial Services 98.0 $4K 0.00% $42.11 +16.6%
333 A AGILENT TECHNOLOGIES INC Healthcare 31.0 $4K 0.00% $133.10 +15.6%
334 CL COLGATE PALMOLIVE CO Consumer Defensive 45.0 $4K 0.00% +5.0 +12.5% $91.69 -1.0%
335 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 50.0 $4K 0.00% $82.40 -2.8%
336 FAST FASTENAL CO Industrials 86.0 $4K 0.00% +17.0 +24.6% $47.88 +4.0%
337 ADBE ADOBE INC Technology 20.0 $4K 0.00% NEW $205.05 +42.2%
338 MAR MARRIOTT INTL INC NEW Consumer Cyclical 11.0 $4K 0.00% $370.64 -5.3%
339 MRSH MARSH & MCLENNAN COS INC Financial Services 24.0 $4K 0.00% +17.0 +242.9% $166.71 +15.6%
340 CME CME GROUP INC Financial Services 18.0 $4K 0.00% -4.0 -18.2% $220.83 +29.4%
Page 17 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%