Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | RVTY | REVVITY INC | Healthcare | 12.0 | $1K | 0.00% | +6.0 | +100.0% | $96.75 | +0.2% |
| 142 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 15.0 | $1K | 0.00% | +12.0 | +400.0% | $76.20 | -13.4% |
| 143 | LNT | ALLIANT ENERGY CORP | Utilities | 16.0 | $1K | 0.00% | +4.0 | +33.3% | $65.00 | +13.8% |
| 144 | EVRG | EVERGY INC | Utilities | 14.0 | $1K | 0.00% | +3.0 | +27.3% | $72.50 | +15.8% |
| 145 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 5.0 | $967.0 | 0.00% | +1.0 | +25.0% | $193.40 | +6.3% |
| 146 | HAS | HASBRO INC | Consumer Cyclical | 9.0 | $738.0 | — | +2.0 | +28.6% | $82.00 | +7.4% |
| 147 | BXP | BXP INC | Real Estate | 9.0 | $607.0 | — | +2.0 | +28.6% | $67.44 | -10.6% |
① 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%