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Portfolio (Quarterly) Guide ↗

Clark Asset Management, LLC

· CIK 0002062026
13F Portfolio $1.1B AUM 267 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 120 Added 30 Reduced 12 Exited
Page 12 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IWN ISHARES TR 1,258.0 $238K 0.02% NEW $189.54 +13.3%
222 SHOP SHOPIFY INC Technology 2,005.0 $238K 0.02% NEW $118.62 -10.1%
223 SLV ISHARES SILVER TR Financial Services 3,472.0 $237K 0.02% NEW $68.14 -0.9%
224 DGRE WISDOMTREE TR 7,111.0 $236K 0.02% $33.12 +21.4%
225 MSI MOTOROLA SOLUTIONS INC Technology 540.0 $234K 0.02% NEW $433.97 -5.8%
226 PPI INVESTMENT MANAGERS SER TR I 11,245.0 $234K 0.02% $20.80 +4.9%
227 CNO CNO FINL GROUP INC Financial Services 5,678.0 $233K 0.02% $41.06 +12.9%
228 AVEM AMERICAN CENTY ETF TR 2,887.0 $233K 0.02% NEW $80.58 +19.8%
229 LMT LOCKHEED MARTIN CORP Industrials 383.0 $231K 0.02% NEW $604.39 -12.1%
230 PRU PRUDENTIAL FINL INC Financial Services 2,357.0 $230K 0.02% NEW $97.69 +3.9%
231 SPYM SPDR SERIES TRUST 3,001.0 $230K 0.02% NEW $76.55 +15.4%
232 VEXC VANGUARD WORLD FD 2,806.0 $228K 0.02% NEW $81.39 +17.1%
233 HEI HEICO CORP NEW Industrials 830.0 $228K 0.02% $274.20 +12.8%
234 FNDA SCHWAB STRATEGIC TR 7,000.0 $227K 0.02% $32.43 +11.9%
235 XLC SELECT SECTOR SPDR TR 2,041.0 $226K 0.02% -292.0 -12.5% $110.86 +4.9%
236 VYMI VANGUARD WHITEHALL FDS 2,400.0 $226K 0.02% +124.0 +5.5% $94.24 +6.7%
237 INGERSOLL RAND INC 2,816.0 $226K 0.02% $80.12
238 IGV ISHARES TR 2,795.0 $224K 0.02% $80.05 +16.2%
239 IJJ ISHARES TR 1,684.0 $223K 0.02% $132.50 +7.4%
240 CME CME GROUP INC Financial Services 753.0 $222K 0.02% NEW $295.35 -5.5%
Page 12 of 14  ·  267 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 41.4%
Financial Services 17.5%
Consumer Cyclical 13.2%
Communication Services 10.1%
Industrials 7.1%
Healthcare 4.9%
Consumer Defensive 3.0%
Energy 2.1%
Utilities 0.4%
Basic Materials 0.2%