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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 21 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CCI CROWN CASTLE INC Real Estate 40.0 $3K 0.00% +18.0 +81.8% $81.33 +11.8%
402 TRV TRAVELERS COMPANIES INC Financial Services 11.0 $3K 0.00% -3.0 -21.4% $291.73 +4.4%
403 TSN TYSON FOODS INC Consumer Defensive 50.0 $3K 0.00% -3.0 -5.7% $64.08 +1.8%
404 FAST FASTENAL CO Industrials 69.0 $3K 0.00% $46.20 -4.1%
405 VST VISTRA CORP Utilities 21.0 $3K 0.00% $150.33 +9.6%
406 CF CF INDUSTRIES HOLD Basic Materials 24.0 $3K 0.00% $129.88 -7.4%
407 SCHZ SCHWAB STRATEGIC TR 132.0 $3K 0.00% NEW $23.23 -0.6%
408 PCAR PACCAR INC Industrials 26.0 $3K 0.00% $115.50 -4.1%
409 TFC TRUIST FINL CORP Financial Services 64.0 $3K 0.00% -18.0 -21.9% $45.98 +5.3%
410 SBAC SBA COMMUNICATIONS CORP Real Estate 17.0 $3K 0.00% +12.0 +240.0% $172.12 +17.4%
411 DLR DIGITAL RLTY TR INC Real Estate 16.0 $3K 0.00% +2.0 +14.3% $180.25 +7.7%
412 EFX EQUIFAX INC Industrials 16.0 $3K 0.00% NEW $180.12 -8.4%
413 HOOD ROBINHOOD MKTS INC Financial Services 41.0 $3K 0.00% NEW $69.32 +6.5%
414 CENCORA INC 9.0 $3K 0.00% $314.22
415 YUM YUM BRANDS INC Consumer Cyclical 18.0 $3K 0.00% +4.0 +28.6% $155.50 -0.4%
416 ABNB AIRBNB INC Consumer Cyclical 22.0 $3K 0.00% +21.0 +2100.0% $126.32 +5.4%
417 CAH CARDINAL HEALTH INC Healthcare 13.0 $3K 0.00% $211.38 -4.8%
418 AMP AMERIPRISE FINL INC Financial Services 6.0 $3K 0.00% $444.50 +1.9%
419 SYF SYNCHRONY FINANCIAL Financial Services 39.0 $3K 0.00% $68.03 +6.1%
420 IUSB ISHARES TR 56.0 $3K 0.00% NEW $46.20 -0.5%
Page 21 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%