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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 30 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3.0 $272.0 NEW $90.67 -5.9%
582 VLTO VERALTO CORP Industrials 3.0 $266.0 NEW $88.67 -2.1%
583 HUBS HUBSPOT INC Technology 1.0 $245.0 $245.00 -17.6%
584 PHM PULTE GROUP INC Consumer Cyclical 2.0 $236.0 NEW $118.00 -1.3%
585 CHTR CHARTER COMMUNICATIONS INC Communication Services 1.0 $216.0 NEW $216.00 -32.8%
586 BBY BEST BUY INC Consumer Cyclical 3.0 $196.0 NEW $65.33 -5.7%
587 STXS STEREOTAXIS INC Healthcare 100.0 $184.0 $1.84 +4.3%
588 SIRI SIRIUSXM HOLDINGS INC Communication Services 7.0 $162.0 $23.14 +24.8%
589 UDR UDR INC Real Estate 4.0 $136.0 -11.0 -73.3% $34.00 +11.8%
590 MAT MATTEL INC Consumer Cyclical 6.0 $88.0 $14.67 +2.9%
591 ZM ZOOM COMMUNICATIONS INC Technology 1.0 $81.0 $81.00 +19.4%
592 URA GLOBAL X FDS 1.0 $49.0 $49.00 -0.1%
593 ADP AUTOMATIC DATA PROCESSING IN Industrials $45.0 NEW
594 NKE NIKE INC Consumer Cyclical $26.0 -100.0%
595 MPT MEDICAL PROPERTIES TRUST INC Financial Services 3.0 $14.0 $4.67 +8.9%
596 GPC GENUINE PARTS CO Consumer Cyclical $8.0 -100.0%
597 NWS NEWS CORP NEW Communication Services $3.0 -100.0%
598 PSKY PARAMOUNT SKYDANCE CORP Communication Services $3.0 -100.0%
599 OPENDOOR TECHNOLOGIES INC 3.0 $2.0 $0.67
600 LQD ISHARES TR $1.0 NEW
Page 30 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%