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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APA APA CORPORATION Energy 23.0 $563.0 NEW $24.48 +58.5%
102 MOH MOLINA HEALTHCARE INC Healthcare 3.0 $542.0 NEW $180.67 +1.9%
103 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10.0 $486.0 NEW $48.60 +68.2%
104 RMD RESMED INC Healthcare 2.0 $482.0 NEW $241.00 -13.7%
105 FRT FEDERAL RLTY INVT TR NEW Real Estate 4.0 $403.0 NEW $100.75 +18.9%
106 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7.0 $402.0 NEW $57.43 +35.0%
107 AXP AMERICAN EXPRESS CO Financial Services 1.0 $370.0 NEW $370.00 -15.7%
108 DOC HEALTHPEAK PROPERTIES INC Real Estate 19.0 $306.0 NEW $16.11 +22.5%
109 ALB ALBEMARLE CORP Basic Materials 2.0 $283.0 NEW $141.50 +21.3%
110 CNC CENTENE CORP DEL Healthcare 6.0 $247.0 NEW $41.17 +43.7%
111 CBSH COMMERCE BANCSHARES INC Financial Services 3.0 $157.0 NEW $52.33 +0.1%
112 NI NISOURCE INC Utilities 1.0 $42.0 NEW $42.00 +13.9%
113 OPENDOOR TECHNOLOGIES INC 3.0 $3.0 NEW $1.00
114 OPENDOOR TECHNOLOGIES INC 3.0 $2.0 NEW $0.67
115 OPENDOOR TECHNOLOGIES INC 3.0 $1.0 NEW $0.33
116 BBY BEST BUY INC Consumer Cyclical NEW
117 LQD ISHARES TR NEW
118 IHI ISHARES TR NEW
119 PHM PULTE GROUP INC Consumer Cyclical NEW
120 VICI VICI PPTYS INC Real Estate NEW
Page 6 of 6  ·  120 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%