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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 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DES WISDOMTREE TR 6,183.0 $222K 0.02% $35.94 +8.1%
242 VCSH VANGUARD SCOTTSDALE FDS 2,798.0 $222K 0.02% $79.26 -0.2%
243 SPTL SPDR SERIES TRUST 8,430.0 $222K 0.02% -4K -32.6% $26.30 -1.5%
244 PEP PEPSICO INC Consumer Defensive 1,416.0 $220K 0.02% -16.0 -1.1% $155.30 -4.9%
245 CB CHUBB LTD SWITZ Financial Services 673.0 $219K 0.02% NEW $325.93 -1.6%
246 LRCX LAM RESEARCH CORP Technology 1,022.0 $218K 0.02% NEW $213.66 +49.3%
247 TIDAL TRUST I 9,352.0 $217K 0.02% $23.21
248 UNP UNION PAC CORP Industrials 894.0 $217K 0.02% NEW $242.62 +15.2%
249 T AT&T INC Communication Services 7,438.0 $216K 0.02% NEW $28.99 -14.1%
250 PBT PERMIAN BASIN RTY TR Energy 10,000.0 $215K 0.02% $21.52 +29.3%
251 FELV FIDELITY COVINGTON TRUST 6,153.0 $215K 0.02% NEW $34.91 +12.4%
252 WEC WEC ENERGY GROUP INC Utilities 1,848.0 $214K 0.02% NEW $115.77 -2.4%
253 EFV ISHARES TR 2,845.0 $212K 0.02% NEW $74.36 +6.3%
254 SYK STRYKER CORPORATION Healthcare 640.0 $210K 0.02% +6.0 +0.9% $328.59 -6.9%
255 VSS VANGUARD INTL EQUITY INDEX F 1,422.0 $207K 0.02% $145.79 +10.3%
256 MUB ISHARES TR 1,953.0 $207K 0.02% +73.0 +3.9% $106.13 +0.7%
257 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,417.0 $207K 0.02% NEW $60.65 -5.2%
258 IMCG ISHARES TR 2,625.0 $207K 0.02% $78.77 +17.2%
259 CTAS CINTAS CORP Industrials 1,220.0 $206K 0.02% $169.14 +0.4%
260 QUS SPDR SERIES TRUST 1,180.0 $203K 0.02% $171.64 +8.5%
Page 13 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%