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Portfolio (Quarterly) Guide ↗

Clark Asset Management, LLC

· CIK 0002062026
13F Portfolio $963M AUM 237 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 237 New
Page 11 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CVX CHEVRON CORP NEW Energy 1,587.0 $242K 0.03% NEW $152.42 +20.1%
202 CNO CNO FINL GROUP INC Financial Services 5,678.0 $241K 0.03% NEW $42.47 +8.8%
203 KO COCA COLA CO Consumer Defensive 3,419.0 $239K 0.03% NEW $69.90 +15.0%
204 AMD ADVANCED MICRO DEVICES INC Technology 1,113.0 $238K 0.03% NEW $214.16 +141.9%
205 SCHV SCHWAB STRATEGIC TR 7,863.0 $233K 0.02% NEW $29.61 +13.3%
206 EMLP FIRST TR EXCHANGE-TRADED FD 6,119.0 $232K 0.02% NEW $37.87 +14.5%
207 CTAS CINTAS CORP Industrials 1,220.0 $229K 0.02% NEW $188.07 -8.0%
208 APOS APOLLO GLOBAL MGMT INC Financial Services 1,575.0 $228K 0.02% NEW $144.76 -82.0%
209 NTGR NETGEAR INC Technology 9,196.0 $226K 0.02% NEW $24.53 +4.8%
210 CRWD CROWDSTRIKE HLDGS INC Technology 479.0 $225K 0.02% NEW $468.76 +43.1%
211 VCSH VANGUARD SCOTTSDALE FDS 2,798.0 $223K 0.02% NEW $79.72 -0.7%
212 INGERSOLL RAND INC 2,813.0 $223K 0.02% NEW $79.22
213 SYK STRYKER CORPORATION Healthcare 634.0 $223K 0.02% NEW $351.47 -12.5%
214 DGRE WISDOMTREE TR 7,111.0 $223K 0.02% NEW $31.31 +28.6%
215 IJJ ISHARES TR 1,684.0 $222K 0.02% NEW $131.59 +8.2%
216 FNDA SCHWAB STRATEGIC TR 7,000.0 $221K 0.02% NEW $31.51 +15.3%
217 SBUX STARBUCKS CORP Consumer Cyclical 2,581.0 $217K 0.02% NEW $84.20 +19.7%
218 AIQ GLOBAL X FDS 4,254.0 $216K 0.02% NEW $50.86 +30.4%
219 TIDAL TRUST I 9,352.0 $211K 0.02% NEW $22.55
220 IMCG ISHARES TR 2,625.0 $210K 0.02% NEW $79.84 +16.5%
Page 11 of 12  ·  237 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 42.0%
Financial Services 19.1%
Consumer Cyclical 13.2%
Communication Services 9.7%
Industrials 6.7%
Healthcare 4.9%
Consumer Defensive 2.6%
Energy 1.4%
Utilities 0.2%
Basic Materials 0.2%