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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 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FRDM EA SERIES TRUST 347.0 $18K 0.01% +4.0 +1.2% $51.20 +31.9%
82 ATO ATMOS ENERGY CORP Utilities 106.0 $18K 0.01% +1.0 +0.9% $166.92 +6.5%
83 EQIX EQUINIX INC Real Estate 23.0 $18K 0.01% +19.0 +475.0% $766.17 +40.9%
84 VDE VANGUARD WORLD FD 133.0 $17K 0.01% +2.0 +1.5% $125.74 +33.6%
85 NOW SERVICENOW INC Technology 106.0 $16K 0.01% +76.0 +253.3% $153.19 -33.3%
86 NEM NEWMONT CORP Basic Materials 160.0 $16K 0.01% +2.0 +1.3% $99.85 +7.8%
87 PEP PEPSICO INC Consumer Defensive 103.0 $15K 0.01% +95.0 +1187.5% $143.21 +5.1%
88 HON HONEYWELL INTL INC Industrials 73.0 $14K 0.01% +27.0 +58.7% $195.10 +16.8%
89 NEE NEXTERA ENERGY INC Utilities 177.0 $14K 0.01% +75.0 +73.5% $80.35 +10.2%
90 UNP UNION PAC CORP Industrials 58.0 $13K 0.01% +1.0 +1.8% $231.19 +15.0%
91 LECO LINCOLN ELEC HLDGS INC Industrials 56.0 $13K 0.01% +1.0 +1.8% $237.62 +10.9%
92 AMD ADVANCED MICRO DEVICES INC Technology 60.0 $13K 0.01% +27.0 +81.8% $214.17 +118.3%
93 PLD PROLOGIS INC. Real Estate 95.0 $12K 0.01% +49.0 +106.5% $127.52 +14.4%
94 TGT TARGET CORP Consumer Defensive 123.0 $12K 0.01% +100.0 +434.8% $97.75 +28.5%
95 LOW LOWES COS INC Consumer Cyclical 46.0 $11K 0.01% +17.0 +58.6% $241.15 -10.8%
96 OKE ONEOK INC NEW Energy 136.0 $10K 0.01% +105.0 +338.7% $73.50 +27.9%
97 NOC NORTHROP GRUMMAN CORP Industrials 17.0 $10K 0.01% +10.0 +142.9% $571.53 -2.8%
98 AEP AMERICAN ELEC PWR CO INC Utilities 83.0 $10K 0.01% +18.0 +27.7% $115.31 +14.1%
99 SHEL SHELL PLC Energy 127.0 $9K 0.01% +3.0 +2.4% $73.46 +16.7%
100 WBD WARNER BROS DISCOVERY INC Communication Services 318.0 $9K 0.01% +7.0 +2.2% $28.82 -6.2%
Page 5 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%