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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 23 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BRO BROWN & BROWN INC Financial Services 34.0 $2K 0.00% NEW $65.24 -11.9%
442 CINF CINCINNATI FINL CORP Financial Services 14.0 $2K 0.00% +6.0 +75.0% $158.36 +5.9%
443 BDX BECTON DICKINSON & CO Healthcare 14.0 $2K 0.00% $157.29 -6.4%
444 EXPAND ENERGY CORPORATION 20.0 $2K 0.00% +5.0 +33.3% $109.80
445 MSCI MSCI INC Financial Services 4.0 $2K 0.00% -3.0 -42.9% $539.25 +9.1%
446 DAL DELTA AIR LINES INC Industrials 32.0 $2K 0.00% NEW $66.50 +18.3%
447 KKR KKR & CO INC Financial Services 23.0 $2K 0.00% -32.0 -58.2% $92.52 +2.4%
448 AXON AXON ENTERPRISE INC Industrials 5.0 $2K 0.00% $424.80 -6.5%
449 ULTA ULTA BEAUTY INC Consumer Cyclical 4.0 $2K 0.00% $522.75 -1.3%
450 MAA MID-AMER APT CMNTYS INC Real Estate 17.0 $2K 0.00% +11.0 +183.3% $122.18 +7.3%
451 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 23.0 $2K 0.00% +10.0 +76.9% $90.13 +16.0%
452 AIG AMERICAN INTL GROUP INC Financial Services 27.0 $2K 0.00% $75.26 +3.3%
453 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 25.0 $2K 0.00% $80.96 -0.5%
454 ITOT ISHARES TR 14.0 $2K 0.00% NEW $142.50 +14.9%
455 FOXA FOX CORP Communication Services 34.0 $2K 0.00% +17.0 +100.0% $58.41 +10.1%
456 VTRS VIATRIS INC Healthcare 145.0 $2K 0.00% -2K -91.7% $13.51 +21.6%
457 HBAN HUNTINGTON BANCSHARES INC Financial Services 121.0 $2K 0.00% -145.0 -54.5% $15.99 +0.1%
458 STZ CONSTELLATION BRANDS INC Consumer Defensive 13.0 $2K 0.00% $147.77 -2.2%
459 MET METLIFE INC Financial Services 27.0 $2K 0.00% -7.0 -20.6% $70.74 +18.0%
460 VSS VANGUARD INTL EQUITY INDEX F 13.0 $2K 0.00% NEW $145.85 +11.1%
Page 23 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%