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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 19 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AVDV AMERICAN CENTY ETF TR 41.0 $4K 0.00% NEW $99.88 +10.5%
362 SRE SEMPRA Utilities 41.0 $4K 0.00% +8.0 +24.2% $97.78 -6.4%
363 MMM 3M CO Industrials 27.0 $4K 0.00% -19.0 -41.3% $145.26 +6.0%
364 REGN REGENERON PHARMACEUTICALS Healthcare 5.0 $4K 0.00% $772.80 -17.9%
365 VTR VENTAS INC Real Estate 47.0 $4K 0.00% -6.0 -11.3% $81.79 +7.8%
366 MDLZ MONDELEZ INTL INC Consumer Defensive 66.0 $4K 0.00% NEW $58.15 +5.3%
367 CBRE CBRE GROUP INC Real Estate 28.0 $4K 0.00% +9.0 +47.4% $135.46 -4.2%
368 MSFO TIDAL TRUST II 327.0 $4K 0.00% +21.0 +6.9% $11.55 +4.8%
369 BEN FRANKLIN RESOURCES INC Financial Services 157.0 $4K 0.00% $23.96 +32.2%
370 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 494.0 $4K 0.00% NEW $7.60 +3.9%
371 ALL ALLSTATE CORP Financial Services 18.0 $4K 0.00% -9.0 -33.3% $208.22 +2.2%
372 PPL PPL CORP Utilities 97.0 $4K 0.00% -7.0 -6.7% $38.51 -6.2%
373 LEIDOS HOLDINGS INC 24.0 $4K 0.00% +6.0 +33.3% $155.54
374 SPG SIMON PPTY GROUP INC NEW Real Estate 20.0 $4K 0.00% +5.0 +33.3% $186.55 +10.9%
375 PYPL PAYPAL HLDGS INC Financial Services 82.0 $4K 0.00% NEW $45.23 -2.4%
376 ENTERGY CORP NEW 33.0 $4K 0.00% $112.36
377 CFG CITIZENS FINL GROUP INC Financial Services 61.0 $4K 0.00% -4.0 -6.2% $59.98 +6.1%
378 FE FIRSTENERGY CORP Utilities 72.0 $4K 0.00% +46.0 +176.9% $50.67 -7.9%
379 CDNS CADENCE DESIGN SYSTEM INC Technology 13.0 $4K 0.00% -15.0 -53.6% $277.92 +37.4%
380 MAR MARRIOTT INTL INC NEW Consumer Cyclical 11.0 $4K 0.00% $327.09 +14.3%
Page 19 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%