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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 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INTC INTEL CORP Technology 241.0 $9K 0.01% +5.0 +2.1% $36.92 +224.6%
102 CVS CVS HEALTH CORP Healthcare 107.0 $8K 0.01% +43.0 +67.2% $79.36 +17.5%
103 WY WEYERHAEUSER CO MTN BE Real Estate 344.0 $8K 0.01% +309.0 +882.9% $23.69 -0.1%
104 FCX FREEPORT-MCMORAN INC Basic Materials 157.0 $8K 0.01% +59.0 +60.2% $50.90 +21.8%
105 MMM 3M CO Industrials 46.0 $7K 0.00% +19.0 +70.4% $160.11 -4.8%
106 DVN DEVON ENERGY CORP NEW Energy 193.0 $7K 0.00% +160.0 +484.9% $36.63 +28.9%
107 WRB BERKLEY W R CORP Financial Services 99.0 $7K 0.00% +4.0 +4.2% $70.12 -3.7%
108 RF REGIONS FINANCIAL CORP NEW Financial Services 249.0 $7K 0.00% +128.0 +105.8% $27.10 +2.7%
109 CMI CUMMINS INC Industrials 13.0 $7K 0.00% +6.0 +85.7% $510.46 +25.3%
110 WELL WELLTOWER INC Real Estate 34.0 $6K 0.00% +5.0 +17.2% $185.62 +16.5%
111 SBUX STARBUCKS CORP Consumer Cyclical 73.0 $6K 0.00% +15.0 +25.9% $84.21 +22.5%
112 DUK DUKE ENERGY CORP NEW Utilities 50.0 $6K 0.00% +11.0 +28.2% $117.20 +7.2%
113 ALL ALLSTATE CORP Financial Services 27.0 $6K 0.00% +13.0 +92.9% $208.15 +4.1%
114 APD AIR PRODS & CHEMS INC Basic Materials 22.0 $5K 0.00% +11.0 +100.0% $247.00 +17.2%
115 AFL AFLAC INC Financial Services 49.0 $5K 0.00% +25.0 +104.2% $110.27 +6.9%
116 BKR BAKER HUGHES COMPANY Energy 109.0 $5K 0.00% +54.0 +98.2% $45.54 +45.1%
117 TRGP TARGA RES CORP Energy 26.0 $5K 0.00% +14.0 +116.7% $184.50 +50.0%
118 HBAN HUNTINGTON BANCSHARES INC Financial Services 266.0 $5K 0.00% +145.0 +119.8% $17.35 -8.2%
119 HIG HARTFORD INSURANCE GROUP INC Financial Services 32.0 $4K 0.00% +4.0 +14.3% $137.81 -1.3%
120 BAX BAXTER INTL INC Healthcare 223.0 $4K 0.00% +115.0 +106.5% $19.11 +0.4%
Page 6 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%