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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 20 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UAL UNITED AIRLS HLDGS INC Industrials 21.0 $3K 0.00% NEW $136.00 -18.7%
382 GRMN GARMIN LTD Technology 12.0 $3K 0.00% +1.0 +9.1% $237.58 +20.0%
383 IUSG ISHARES TR 15.0 $3K 0.00% $188.13 +1.6%
384 KDP KEURIG DR PEPPER INC Consumer Defensive 85.0 $3K 0.00% +18.0 +26.9% $32.96 -2.4%
385 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K 0.00% -22.0 -91.7% $1384.50 -9.3%
386 AMP AMERIPRISE FINL INC Financial Services 6.0 $3K 0.00% $458.83 +21.9%
387 NUE NUCOR CORP Basic Materials 12.0 $3K 0.00% +6.0 +100.0% $223.33 +12.2%
388 HIG HARTFORD INSURANCE GROUP INC Financial Services 20.0 $3K 0.00% -19.0 -48.7% $133.00 +4.2%
389 VMC VULCAN MATLS CO Basic Materials 9.0 $3K 0.00% -4.0 -30.8% $295.11 -7.0%
390 TPL TEXAS PACIFIC LAND CORPORATI Energy 6.0 $3K 0.00% -3.0 -33.3% $437.67 -16.7%
391 CF CF INDUSTRIES HOLD Basic Materials 24.0 $3K 0.00% $108.29 +16.1%
392 KVUE KENVUE INC Consumer Defensive 134.0 $3K 0.00% +40.0 +42.5% $19.11 +0.3%
393 AIG AMERICAN INTL GROUP INC Financial Services 34.0 $3K 0.00% +7.0 +25.9% $74.56 +3.2%
394 XEL XCEL ENERGY INC Utilities 31.0 $3K 0.00% $81.06 -5.7%
395 CCI CROWN CASTLE INC Real Estate 33.0 $2K 0.00% -7.0 -17.5% $75.76 +0.5%
396 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 23.0 $2K 0.00% $107.78 +3.4%
397 KEY KEYCORP Financial Services 106.0 $2K 0.00% -6.0 -5.4% $23.06 -5.0%
398 CVNA CARVANA CO Consumer Cyclical 37.0 $2K 0.00% NEW $65.84 +12.5%
399 QBTS D-WAVE QUANTUM INC Technology 100.0 $2K 0.00% NEW $23.99 -29.1%
400 CTAS CINTAS CORP Industrials 14.0 $2K 0.00% -125.0 -89.9% $170.14 +20.0%
Page 20 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%