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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 27 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BOTZ GLOBAL X FDS 31.0 $1K 0.00% +1.0 +3.3% $32.71 +23.2%
522 EXPD EXPEDITORS INTL WASH INC Industrials 7.0 $1K 0.00% $143.29 +10.6%
523 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4.0 $1K 0.00% NEW $250.75 +26.2%
524 CPT CAMDEN PPTY TR Real Estate 10.0 $988.0 0.00% +5.0 +100.0% $98.80 +8.8%
525 EVEREST GROUP LTD 3.0 $981.0 0.00% NEW $327.00
526 APA APA CORPORATION Energy 23.0 $977.0 0.00% $42.48 -8.7%
527 SHW SHERWIN WILLIAMS CO Basic Materials 3.0 $962.0 0.00% -12.0 -80.0% $320.67 -3.6%
528 RC READY CAPITAL CORP Real Estate 562.0 $917.0 0.00% NEW $1.63 +10.9%
529 VBK VANGUARD INDEX FDS 3.0 $907.0 0.00% NEW $302.33 +14.8%
530 NIO NIO INC Consumer Cyclical 150.0 $905.0 0.00% -500.0 -76.9% $6.03 -13.8%
531 BUNGE GLOBAL SA 7.0 $891.0 0.00% $127.29
532 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 15.0 $886.0 0.00% $59.07 +11.7%
533 WY WEYERHAEUSER CO Real Estate 36.0 $880.0 0.00% -308.0 -89.5% $24.44 -3.2%
534 UAMY UNITED STATES ANTIMONY CORP Basic Materials 100.0 $873.0 0.00% NEW $8.73 -3.6%
535 CORPAY INC 3.0 $873.0 0.00% NEW $291.00
536 MRNA MODERNA INC Healthcare 17.0 $864.0 0.00% $50.82 -7.8%
537 EL LAUDER ESTEE COS INC Consumer Defensive 12.0 $862.0 0.00% $71.83 +23.0%
538 FOX FOX CORP Communication Services 16.0 $850.0 0.00% NEW $53.12 +7.7%
539 HAS HASBRO INC Consumer Cyclical 9.0 $843.0 0.00% $93.67 -5.9%
540 ISTB ISHARES TR 17.0 $824.0 0.00% NEW $48.47 -0.6%
Page 27 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%