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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 8 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LPLA LPL FINL HLDGS INC Financial Services 100.0 $30K 0.02% $300.83 -6.1%
142 MEDP MEDPACE HLDGS INC Healthcare 61.0 $29K 0.02% -22.0 -26.5% $480.20 -10.6%
143 ORCL ORACLE CORP Technology 197.0 $29K 0.02% +14.0 +7.7% $146.78 +31.5%
144 EMXC ISHARES INC 360.0 $28K 0.02% $78.66 +27.1%
145 HEFA ISHARES TR 649.0 $28K 0.02% -70K -99.1% $42.50 +7.6%
146 HWM HOWMET AEROSPACE INC Industrials 118.0 $27K 0.02% +15.0 +14.6% $231.05 +13.3%
147 VXF VANGUARD INDEX FDS 132.0 $27K 0.02% +5.0 +3.9% $205.80 +14.0%
148 MPWR MONOLITHIC PWR SYS INC Technology 24.0 $26K 0.02% +2.0 +9.1% $1095.38 +51.8%
149 HLI HOULIHAN LOKEY INC Financial Services 181.0 $26K 0.02% $143.62 +5.0%
150 NFLX NETFLIX INC. Communication Services 270.0 $26K 0.02% -30.0 -10.0% $96.15 -8.8%
151 SO SOUTHERN CO Utilities 267.0 $26K 0.02% +2.0 +0.8% $96.50 -2.5%
152 FORTINET INC 315.0 $26K 0.02% -110.0 -25.9% $81.72
153 USFD US FOODS HLDG CORP Consumer Defensive 277.0 $26K 0.02% $92.21 -11.8%
154 URI UNITED RENTALS INC Industrials 35.0 $26K 0.02% +1.0 +2.9% $728.57 +32.2%
155 SOMNIGROUP INTERNATIONAL INC 341.0 $25K 0.02% $73.92
156 GSK GSK PLC Healthcare 452.0 $25K 0.02% +3.0 +0.7% $55.72 -7.6%
157 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 82.0 $25K 0.02% $304.09 +6.5%
158 AME AMETEK INC Industrials 116.0 $25K 0.02% $214.36 +7.0%
159 WFC WELLS FARGO & CO Financial Services 309.0 $25K 0.02% $79.57 -4.0%
160 XLI SELECT SECTOR SPDR TR 152.0 $25K 0.02% $161.73 +7.8%
Page 8 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%