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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 28 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IJH ISHARES TR 12.0 $811.0 0.00% NEW $67.58 +8.8%
542 AKAM AKAMAI TECHNOLOGIES INC Technology 7.0 $804.0 0.00% $114.86 +28.2%
543 NLR VANECK ETF TRUST 6.0 $800.0 0.00% NEW $133.33 -1.9%
544 IT GARTNER INC Technology 5.0 $792.0 0.00% NEW $158.40 +1.0%
545 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $766.0 0.00% $153.20 -17.0%
546 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10.0 $762.0 0.00% $76.20 +7.3%
547 IEX IDEX CORP Industrials 4.0 $759.0 0.00% $189.75 +10.0%
548 REGCO REGENCY CTRS CORP Real Estate 10.0 $757.0 0.00% +2.0 +25.0% $75.70 -70.4%
549 FRT FEDERAL RLTY INVT TR NEW Real Estate 7.0 $744.0 +3.0 +75.0% $106.29 +12.7%
550 KIM KIMCO REALTY CORP Real Estate 33.0 $742.0 $22.48 +7.2%
551 IEFA ISHARES TR 8.0 $725.0 NEW $90.62 +7.3%
552 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7.0 $701.0 $100.14 +6.5%
553 AWK AMERICAN WTR WKS CO INC NEW Utilities 5.0 $681.0 NEW $136.20 -8.1%
554 INCY INCYTE CORP Healthcare 7.0 $659.0 $94.14 +3.2%
555 HST HOST HOTELS & RESORTS INC Real Estate 34.0 $652.0 $19.18 +16.7%
556 VBR VANGUARD INDEX FDS 3.0 $652.0 NEW $217.33 +7.1%
557 TKO TKO GROUP HOLDINGS INC Communication Services 3.0 $605.0 $201.67 -5.0%
558 ZTS ZOETIS INC Healthcare 5.0 $592.0 NEW $118.40 -32.4%
559 BP BP PLC Energy 12.0 $570.0 $47.50 -6.6%
560 SWK STANLEY BLACK & DECKER INC Industrials 8.0 $569.0 -31.0 -79.5% $71.12 +7.5%
Page 28 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%