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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 24 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WDAY WORKDAY INC Technology 11.0 $1K 0.00% +8.0 +266.7% $122.45 +67.2%
462 PPL PPL CORP Utilities 36.0 $1K 0.00% -61.0 -62.9% $37.14 -7.9%
463 PPG PPG INDS INC Basic Materials 11.0 $1K 0.00% NEW $121.36 -5.9%
464 AVB AVALONBAY CMNTYS INC Real Estate 7.0 $1K 0.00% NEW $190.57 -3.4%
465 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K 0.00% -4.0 -80.0% $1278.00 +9.4%
466 VEEV VEEVA SYS INC Healthcare 7.0 $1K 0.00% NEW $177.57 +55.8%
467 CPRT COPART INC Industrials 44.0 $1K 0.00% NEW $28.20 +17.0%
468 LNT ALLIANT ENERGY CORP Utilities 16.0 $1K 0.00% $76.31 -10.9%
469 CBOE CBOE GLOBAL MKTS INC Financial Services 5.0 $1K 0.00% $242.80 +27.9%
470 EVRG EVERGY INC Utilities 14.0 $1K 0.00% $86.50 -6.8%
471 NDSN NORDSON CORP Industrials 4.0 $1K 0.00% $302.75 +7.2%
472 MRNA MODERNA INC Healthcare 17.0 $1K 0.00% $70.06 +97.0%
473 ESS ESSEX PPTY TR INC Real Estate 4.0 $1K 0.00% -2.0 -33.3% $294.25 -3.5%
474 PNW PINNACLE WEST CAP CORP Utilities 11.0 $1K 0.00% $107.00 -8.8%
475 BOTZ GLOBAL X FDS 31.0 $1K 0.00% $37.35 -4.3%
476 CPT CAMDEN PPTY TR Real Estate 10.0 $1K 0.00% $115.60 -8.0%
477 EXPD EXPEDITORS INTL WASH INC Industrials 7.0 $1K 0.00% $163.00 +17.2%
478 CHRW C H ROBINSON WORLDWIDE IN Industrials 6.0 $1K 0.00% -105.0 -94.6% $189.00 -20.4%
479 LH LABCORP HOLDINGS INC Healthcare 4.0 $1K 0.00% NEW $280.00 +19.7%
480 DUPONT DE NEMOURS INC 8.0 $1K 0.00% NEW $135.75
Page 24 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%