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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 6 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEAR ISHARES U S ETF TR 14,135.0 $719K 0.07% NEW $50.84 -0.2%
102 EMR EMERSON ELEC CO Industrials 5,450.0 $714K 0.07% +28.0 +0.5% $131.02 +6.6%
103 MRK MERCK & CO INC Healthcare 5,810.0 $699K 0.07% +1K +30.3% $120.29 -0.0%
104 FNDX SCHWAB STRATEGIC TR 24,777.0 $690K 0.07% +1K +5.9% $27.85 +11.2%
105 DIA STATE STR SPDR DOW JONES IND Financial Services 1,475.0 $683K 0.06% $463.12 +9.4%
106 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,019.0 $682K 0.06% +140.0 +7.5% $337.95 +25.1%
107 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,037.0 $674K 0.06% +186.0 +21.9% $650.12 +15.4%
108 XLK SELECT SECTOR SPDR TR 5,052.0 $671K 0.06% +510.0 +11.2% $132.90 +38.8%
109 HYMB SPDR SERIES TRUST 26,599.0 $660K 0.06% $24.80 +1.3%
110 VSGX VANGUARD WORLD FD 8,668.0 $622K 0.06% +1K +18.5% $71.73 +14.2%
111 DGRW WISDOMTREE TR 7,048.0 $619K 0.06% +2K +27.6% $87.84 +9.8%
112 MPC MARATHON PETE CORP Energy 2,522.0 $616K 0.06% NEW $244.18 +1.2%
113 IJR ISHARES TR 4,918.0 $611K 0.06% +457.0 +10.2% $124.31 +12.3%
114 PTLC PACER FDS TR 11,633.0 $610K 0.06% NEW $52.46 +11.3%
115 CL COLGATE PALMOLIVE CO Consumer Defensive 7,040.0 $600K 0.06% +48.0 +0.7% $85.23 +7.1%
116 ANET ARISTA NETWORKS INC Technology 4,732.0 $581K 0.06% NEW $122.78 +25.7%
117 EFA ISHARES TR 5,955.0 $578K 0.05% $97.13 +7.9%
118 VOE VANGUARD INDEX FDS 3,118.0 $575K 0.05% -6K -66.8% $184.29 +5.7%
119 BSMQ INVESCO EXCH TRD SLF IDX FD 24,238.0 $573K 0.05% $23.63 -0.3%
120 ADI ANALOG DEVICES INC Technology 1,797.0 $572K 0.05% -1K -38.4% $318.14 +31.0%
Page 6 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%