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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 18 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 494.0 $4K 0.00% $7.94 -7.1%
342 DASH DOORDASH INC Communication Services 21.0 $4K 0.00% +18.0 +600.0% $184.57 +28.3%
343 TER TERADYNE INC Technology 8.0 $4K 0.00% $483.88 -26.6%
344 PSA PUBLIC STORAGE Real Estate 12.0 $4K 0.00% +3.0 +33.3% $318.33 -1.5%
345 VST VISTRA CORP Utilities 24.0 $4K 0.00% +3.0 +14.3% $158.67 -13.6%
346 CAH CARDINAL HEALTH INC Healthcare 16.0 $4K 0.00% +3.0 +23.1% $237.56 -1.3%
347 ENTERGY CORP NEW 33.0 $4K 0.00% $114.88
348 AJG GALLAGHER ARTHUR J & CO Financial Services 16.0 $4K 0.00% NEW $229.62 +16.5%
349 TXT TEXTRON INC Industrials 40.0 $4K 0.00% $91.75 -9.5%
350 CNC CENTENE CORP DEL Healthcare 57.0 $4K 0.00% $64.19 +0.9%
351 DAL DELTA AIR LINES INC Industrials 39.0 $4K 0.00% +7.0 +21.9% $93.67 -14.5%
352 AON AON PLC Financial Services 11.0 $4K 0.00% NEW $331.73 +7.1%
353 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11.0 $4K 0.00% -71.0 -86.6% $330.55 -2.6%
354 ECL ECOLAB INC Basic Materials 13.0 $4K 0.00% $279.38 +2.6%
355 MCO MOODYS CORP Financial Services 8.0 $4K 0.00% $453.00 +13.7%
356 DGX QUEST DIAGNOSTICS INC Healthcare 17.0 $4K 0.00% $212.00 +14.5%
357 AFL AFLAC INC Financial Services 30.0 $4K 0.00% $117.27 -0.6%
358 CTVA CORTEVA INC Basic Materials 41.0 $3K 0.00% -1.0 -2.4% $84.71 -1.0%
359 HONEYWELL INTL INC 16.0 $3K 0.00% NEW $216.94
360 GM GENERAL MTRS CO Consumer Cyclical 45.0 $3K 0.00% +23.0 +104.5% $77.09 +11.9%
Page 18 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%