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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 26 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HII HUNTINGTON INGALLS INDS INC Industrials 3.0 $840.0 $280.00 +5.1%
502 KIM KIMCO REALTY CORP Real Estate 33.0 $837.0 $25.36 -6.3%
503 HST HOST HOTELS & RESORTS INC Real Estate 34.0 $831.0 $24.44 -8.8%
504 AKAM AKAMAI TECHNOLOGIES INC Technology 7.0 $828.0 $118.29 -9.1%
505 TSN TYSON FOODS INC Consumer Defensive 14.0 $802.0 -36.0 -72.0% $57.29 -3.3%
506 REGCO REGENCY CTRS CORP 10.0 $798.0 $79.80
507 INCY INCYTE CORP Healthcare 7.0 $794.0 $113.43 +9.6%
508 IEFA ISHARES TR 8.0 $773.0 $96.62 +4.0%
509 NIO NIO INC Consumer Cyclical 150.0 $759.0 $5.06 -13.6%
510 APA APA CORPORATION Energy 23.0 $750.0 $32.61 +30.5%
511 BUNGE GLOBAL SA 7.0 $748.0 $106.86
512 OMC OMNICOM GROUP INC Communication Services 10.0 $734.0 -6.0 -37.5% $73.40 +20.3%
513 UAMY UNITED STATES ANTIMONY CORP Basic Materials 100.0 $726.0 $7.26 -33.2%
514 MOH MOLINA HEALTHCARE INC Healthcare 3.0 $714.0 -5.0 -62.5% $238.00 -16.0%
515 CRL CHARLES RIV LABS INTL INC Healthcare 3.0 $681.0 $227.00 +28.4%
516 NOK NOKIA CORP Technology 50.0 $664.0 $13.28 -23.1%
517 BLOCK INC 8.0 $608.0 $76.00
518 AES AES CORP Utilities 40.0 $587.0 +7.0 +21.2% $14.68 +0.4%
519 ROL ROLLINS INC Consumer Cyclical 14.0 $585.0 -8.0 -36.4% $41.79 -12.9%
520 DIGINEX LTD 392.0 $581.0 NEW $1.48
Page 26 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%