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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 9 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VUG VANGUARD INDEX FDS 306.0 $26K 0.01% +255.0 +500.0% $86.14 +2.8%
162 PANW PALO ALTO NETWORKS INC Technology 76.0 $26K 0.01% $341.03 +9.0%
163 FRDM EA SERIES TRUST 348.0 $25K 0.01% $73.22 -6.3%
164 C CITIGROUP INC Financial Services 182.0 $25K 0.01% $139.82 -5.0%
165 QCOM QUALCOMM INC Technology 137.0 $25K 0.01% +5.0 +3.8% $185.17 -11.3%
166 GE GE AEROSPACE Industrials 67.0 $25K 0.01% +6.0 +9.8% $373.73 -8.3%
167 HEFA ISHARES TR 524.0 $25K 0.01% -125.0 -19.3% $46.93 +0.8%
168 DTE DTE ENERGY CO Utilities 160.0 $25K 0.01% $153.54 -11.5%
169 UNH UNITEDHEALTH GROUP INC Healthcare 59.0 $25K 0.01% $415.64 -5.5%
170 BAI BLACKROCK ETF TRUST 461.0 $24K 0.01% $52.72 -16.3%
171 GSK GSK PLC Healthcare 456.0 $24K 0.01% +4.0 +0.9% $52.89 -3.9%
172 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,386.0 $24K 0.01% $17.35 -7.4%
173 KLAC KLA CORP Technology 79.0 $24K 0.01% +72.0 +1028.6% $301.72 -41.8%
174 VOX VANGUARD WORLD FD 127.0 $23K 0.01% $183.95 +2.5%
175 XLU SELECT SECTOR SPDR TR 510.0 $23K 0.01% $45.34 -5.8%
176 FN FABRINET Technology 39.0 $22K 0.01% $562.10 -26.3%
177 WM WASTE MGMT INC DEL Industrials 98.0 $22K 0.01% +77.0 +366.7% $222.89 -1.4%
178 DELL DELL TECHNOLOGIES INC Technology 50.0 $22K 0.01% +2.0 +4.2% $431.46 +5.7%
179 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 43.0 $21K 0.01% +13.0 +43.3% $478.51 -12.7%
180 F FORD MTR CO Consumer Cyclical 1,465.0 $20K 0.01% +12.0 +0.8% $13.90 -0.2%
Page 9 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%