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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 29 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BROWN FORMAN CORP 2.0 $54.0 NEW $27.00
562 SMURFIT WESTROCK PLC 1.0 $47.0 NEW $47.00
563 URA GLOBAL X FDS 1.0 $44.0 $44.00 +3.6%
564 CMCSA COMCAST CORP NEW Communication Services 1.0 $28.0 -180.0 -99.5% $28.00 -3.4%
565 MPT MEDICAL PROPERTIES TRUST INC Financial Services 3.0 $14.0 $4.67 -12.4%
566 PSKY PARAMOUNT SKYDANCE CORP Communication Services $3.0 NEW
567 OPENDOOR TECHNOLOGIES INC 3.0 $2.0 $0.67
568 LQD ISHARES TR $1.0 NEW
569 IHI ISHARES TR $1.0 NEW
570 OPENDOOR TECHNOLOGIES INC 3.0 $1.0 $0.33
571 OPENDOOR TECHNOLOGIES INC 3.0 $1.0 $0.33
Page 29 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%