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Portfolio (Quarterly) Guide ↗

Clark Wealth Partners

· CIK 0002107657
13F Portfolio $164M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 147 Added 143 Reduced
Page 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY BRISTOL-MYERS SQUIBB CO Healthcare 717.0 $39K 0.02% +616.0 +609.9% $53.94 +10.2%
62 ORCL ORACLE CORP Technology 183.0 $36K 0.02% +8.0 +4.6% $195.18 -1.6%
63 SDY SPDR SERIES TRUST 255.0 $35K 0.02% +3.0 +1.2% $139.21 +7.7%
64 CSX CSX CORP Industrials 956.0 $35K 0.02% +276.0 +40.6% $36.25 +25.6%
65 RTX RTX CORPORATION Industrials 167.0 $31K 0.02% +19.0 +12.8% $183.65 -3.6%
66 TMO THERMO FISHER SCIENTIFIC INC Healthcare 51.0 $30K 0.02% +32.0 +168.4% $579.45 -22.6%
67 LRCX LAM RESEARCH CORP Technology 170.0 $29K 0.02% +62.0 +57.4% $171.18 +78.4%
68 NRG NRG ENERGY INC Utilities 177.0 $28K 0.02% +157.0 +785.0% $159.24 -13.6%
69 NFLX NETFLIX INC Communication Services 300.0 $28K 0.02% +274.0 +1053.8% $93.76 -5.5%
70 TSCO TRACTOR SUPPLY CO Consumer Cyclical 530.0 $27K 0.02% +4.0 +0.8% $50.04 -36.8%
71 CVX CHEVRON CORP NEW Energy 169.0 $26K 0.02% +42.0 +33.1% $152.62 +25.4%
72 DIS DISNEY WALT CO Communication Services 209.0 $24K 0.01% +88.0 +72.7% $113.79 -9.5%
73 XLI SELECT SECTOR SPDR TR 152.0 $24K 0.01% +2.0 +1.3% $154.69 +11.0%
74 GSK GSK PLC Healthcare 449.0 $22K 0.01% +10.0 +2.3% $49.00 +4.9%
75 VTRS VIATRIS INC Healthcare 1,753.0 $22K 0.01% +35.0 +2.0% $12.45 +33.7%
76 FSS FEDERAL SIGNAL CORP Industrials 200.0 $22K 0.01% +45.0 +29.0% $108.59 +3.7%
77 F FORD MTR CO Consumer Cyclical 1,613.0 $21K 0.01% +27.0 +1.7% $13.12 +13.8%
78 HTGC HERCULES CAPITAL INC Financial Services 1,046.0 $20K 0.01% +23.0 +2.2% $18.82 -18.5%
79 GE GE AEROSPACE Industrials 61.0 $19K 0.01% +21.0 +52.5% $308.03 -1.7%
80 PM PHILIP MORRIS INTL INC Consumer Defensive 112.0 $18K 0.01% +34.0 +43.6% $160.40 +17.8%
Page 4 of 8  ·  147 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 26.7%
Financial Services 20.7%
Industrials 13.8%
Healthcare 11.1%
Consumer Cyclical 8.6%
Communication Services 8.1%
Consumer Defensive 4.2%
Energy 3.1%
Utilities 3.0%
Real Estate 0.4%