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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 28 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IP INTERNATIONAL PAPER CO Consumer Cyclical 7.0 $267.0 NEW $38.14 +3.1%
542 AMCOR PLC 6.0 $261.0 NEW $43.50
543 KHC KRAFT HEINZ CO Consumer Defensive 11.0 $260.0 NEW $23.64 +8.7%
544 EXPE EXPEDIA GROUP INC Consumer Cyclical 1.0 $256.0 -9.0 -90.0% $256.00 +28.7%
545 FSLR FIRST SOLAR INC Energy 1.0 $236.0 NEW $236.00 -13.4%
546 DVA DAVITA INC Healthcare 1.0 $223.0 NEW $223.00 -19.0%
547 SIRI SIRIUSXM HOLDINGS INC Communication Services 7.0 $207.0 $29.57 -3.5%
548 GEN GEN DIGITAL INC Technology 8.0 $200.0 -66.0 -89.2% $25.00 +24.1%
549 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2.0 $199.0 -5.0 -71.4% $99.50 -11.8%
550 HUBS HUBSPOT INC Technology 1.0 $183.0 $183.00 +42.6%
551 APH AMPHENOL CORP Technology 1.0 $177.0 -60.0 -98.4% $177.00 -10.9%
552 STXS STEREOTAXIS INC Healthcare 100.0 $172.0 $1.72 -15.7%
553 UDR UDR INC Real Estate 4.0 $160.0 $40.00 -7.2%
554 MKC MCCORMICK & CO INC Consumer Defensive 3.0 $152.0 NEW $50.67 +9.2%
555 COOPER COS INC 2.0 $144.0 -5.0 -71.4% $72.00
556 ALLE ALLEGION PLC Industrials 1.0 $141.0 -8.0 -88.9% $141.00 +11.7%
557 BXP BXP INC Real Estate 2.0 $135.0 -26.0 -92.9% $67.50 +2.7%
558 LEN LENNAR CORP Consumer Cyclical 1.0 $91.0 NEW $91.00 -5.1%
559 ZM ZOOM COMMUNICATIONS INC Technology 1.0 $87.0 $87.00 +13.1%
560 MAT MATTEL INC Consumer Cyclical 6.0 $84.0 $14.00 +8.1%
Page 28 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%