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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 14 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NTGR NETGEAR INC Technology 9,196.0 $201K 0.02% $21.84 +18.1%
262 PANW PALO ALTO NETWORKS INC Technology 1,252.0 $201K 0.02% NEW $160.32 +55.0%
263 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 16,006.0 $184K 0.02% $11.50 +2.7%
264 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 29,974.0 $153K 0.01% $5.10 -2.4%
265 DNP DNP SELECT INCOME FD INC Financial Services 11,903.0 $123K 0.01% $10.30 +5.3%
266 ORC ORCHID IS CAP INC Real Estate 14,401.0 $101K 0.01% +4K +40.8% $7.03 -1.7%
267 BHC BAUSCH HEALTH COS INC Healthcare 11,628.0 $63K 0.01% $5.40 -0.2%
Page 14 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%