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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 6 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UPS UNITED PARCEL SVCS INC Industrials 567.0 $61K 0.03% +8.0 +1.4% $107.41 -1.9%
102 LRCX LAM RESEARCH CORP Technology 140.0 $61K 0.03% -20.0 -12.5% $433.61 -30.4%
103 CVX CHEVRON CORPORATION Energy 363.0 $60K 0.03% +166.0 +84.3% $165.57 +21.9%
104 AMD ADVANCED MICRO DEVICES INC Technology 102.0 $59K 0.03% +9.0 +9.7% $580.91 -19.9%
105 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 4,300.0 $58K 0.03% $13.44 -4.3%
106 LADR LADDER CAP CORP Real Estate 5,613.0 $57K 0.03% $10.18 -3.5%
107 DGRO ISHARES TR 748.0 $57K 0.03% +4.0 +0.5% $75.75 +4.8%
108 MTUM ISHARES TR 164.0 $56K 0.03% $342.84 -12.6%
109 NSC NORFOLK SOUTHN CORP Industrials 176.0 $55K 0.03% +4.0 +2.3% $313.82 +11.1%
110 T AT&T INC Communication Services 2,632.0 $54K 0.03% -46.0 -1.7% $20.70 +25.6%
111 TFLO ISHARES TR 1,073.0 $54K 0.03% +10.0 +0.9% $50.62 +0.1%
112 O REALTY INCOME CORP Real Estate 849.0 $53K 0.03% +293.0 +52.7% $61.96 +0.0%
113 PLD PROLOGIS INC. Real Estate 387.0 $52K 0.03% +292.0 +307.4% $135.43 +3.9%
114 ROP ROPER TECHNOLOGIES INC Industrials 151.0 $51K 0.03% -8.0 -5.0% $338.66 +25.9%
115 SCHW SCHWAB CHARLES CORP Financial Services 552.0 $51K 0.03% $92.25 +19.4%
116 BA BOEING CO Industrials 234.0 $51K 0.03% $216.15 -2.9%
117 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 4,114.0 $49K 0.03% $11.84 -2.4%
118 VWO VANGUARD INTL EQUITY INDEX F 816.0 $49K 0.03% -42.0 -4.9% $59.69 +1.8%
119 VFH VANGUARD WORLD FD 358.0 $47K 0.03% $131.60 +7.9%
120 PG PROCTER & GAMBLE CO Consumer Defensive 321.0 $47K 0.03% +42.0 +15.1% $146.50 -1.9%
Page 6 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%