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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 25 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EVEREST GROUP LTD 3.0 $1K 0.00% $357.33
482 VLTO VERALTO CORP Industrials 12.0 $1K 0.00% +9.0 +300.0% $88.83 +10.9%
483 STE STERIS PLC Healthcare 5.0 $1K 0.00% $210.60 +11.0%
484 L LOEWS CORP Financial Services 9.0 $1K 0.00% -2.0 -18.2% $113.22 -3.1%
485 TKO TKO GROUP HOLDINGS INC Communication Services 5.0 $1K 0.00% +2.0 +66.7% $201.40 -8.3%
486 VRT VERTIV HOLDINGS CO Industrials 3.0 $1K 0.00% -81.0 -96.4% $335.00 -23.3%
487 CORPAY INC 3.0 $1K 0.00% $333.33
488 RC READY CAPITAL CORP Real Estate 562.0 $990.0 0.00% $1.76 +3.9%
489 GIS GENERAL MILLS INC Consumer Defensive 28.0 $975.0 0.00% NEW $34.82 +19.3%
490 PKG PACKAGING CORP AMER Consumer Cyclical 4.0 $960.0 0.00% -18.0 -81.8% $240.00 +0.2%
491 EFX EQUIFAX INC Industrials 6.0 $953.0 0.00% -10.0 -62.5% $158.83 +22.4%
492 EL LAUDER ESTEE COS INC Consumer Defensive 12.0 $948.0 0.00% $79.00 +30.9%
493 SWK STANLEY BLACK & DECKER INC Industrials 10.0 $942.0 0.00% +2.0 +25.0% $94.20 +3.8%
494 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24.0 $930.0 0.00% NEW $38.75 +65.3%
495 IEX IDEX CORP Industrials 4.0 $908.0 0.00% $227.00 +1.4%
496 FOXA FOX CORP Communication Services 17.0 $887.0 0.00% -17.0 -50.0% $52.18 +31.1%
497 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10.0 $886.0 0.00% $88.60 -28.3%
498 TYL TYLER TECHNOLOGIES INC Technology 3.0 $878.0 -30.0 -90.9% $292.67 +29.1%
499 FRT FEDERAL RLTY INVT TR NEW Real Estate 7.0 $865.0 $123.57 -5.5%
500 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 10.0 $864.0 +7.0 +233.3% $86.40 +16.8%
Page 25 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%