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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 27 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HAS HASBRO INC Consumer Cyclical 7.0 $579.0 -2.0 -22.2% $82.71 +13.9%
522 CRM SALESFORCE INC Technology 3.0 $574.0 -51.0 -94.4% $191.33 +33.8%
523 CHTR CHARTER COMMUNICATIONS INC Communication Services 4.0 $569.0 +3.0 +300.0% $142.25 +8.0%
524 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 7.0 $569.0 -18.0 -72.0% $81.29 -10.0%
525 ITW ILLINOIS TOOL WKS INC Industrials 2.0 $545.0 -11.0 -84.6% $272.50 +2.8%
526 SOLV SOLVENTUM CORP Healthcare 7.0 $541.0 $77.29 +17.9%
527 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7.0 $535.0 $76.43 +6.7%
528 PYPL PAYPAL HLDGS INC Financial Services 12.0 $519.0 -70.0 -85.4% $43.25 +24.1%
529 MTB M & T BK CORP Financial Services 2.0 $477.0 $238.50 -0.5%
530 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 100.0 $462.0 $4.62 -28.8%
531 BP BP PLC Energy 12.0 $454.0 $37.83 +11.4%
532 EIX EDISON INTL Utilities 6.0 $447.0 NEW $74.50 -5.8%
533 MSI MOTOROLA SOLUTIONS INC Technology 1.0 $416.0 -7.0 -87.5% $416.00 +16.8%
534 NI NISOURCE INC Utilities 7.0 $333.0 $47.57 -14.7%
535 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1.0 $320.0 -12.0 -92.3% $320.00 -12.7%
536 DOW DOW HLDGS INC Basic Materials 10.0 $275.0 $27.50 +10.9%
537 PHM PULTE GROUP INC Consumer Cyclical 2.0 $275.0 $137.50 -6.5%
538 BR BROADRIDGE FINL SOLUTIONS IN Technology 2.0 $274.0 -6.0 -75.0% $137.00 +34.0%
539 FIS FIDELITY NATL INFORMATION SV Technology 7.0 $273.0 -65.0 -90.3% $39.00 +6.3%
540 ALB ALBEMARLE CORP Basic Materials 2.0 $271.0 $135.50 +1.4%
Page 27 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%