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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 10 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMID EA SERIES TRUST 589.0 $20K 0.01% -2K -79.1% $33.53 +4.1%
182 BSV VANGUARD BD INDEX FDS 250.0 $20K 0.01% -602.0 -70.7% $78.81 -1.1%
183 HTGC HERCULES CAPITAL INC Financial Services 1,046.0 $20K 0.01% +23.0 +2.2% $18.82 -16.8%
184 HEICO CORP NEW 78.0 $20K 0.01% NEW $252.44
185 EDIV SPDR INDEX SHS FDS 497.0 $19K 0.01% NEW $39.15 +6.0%
186 MUSA MURPHY USA INC Consumer Cyclical 48.0 $19K 0.01% -32.0 -40.0% $403.52 +30.9%
187 FERG FERGUSON ENTERPRISES INC Industrials 87.0 $19K 0.01% -44.0 -33.6% $222.63 +1.1%
188 C CITIGROUP INC Financial Services 165.0 $19K 0.01% -21.0 -11.3% $116.52 +8.1%
189 GE GE AEROSPACE Industrials 61.0 $19K 0.01% +21.0 +52.5% $308.03 +1.1%
190 AX AXOS FINANCIAL INC Financial Services 217.0 $19K 0.01% -3.0 -1.4% $86.16 +1.3%
191 UBER UBER TECHNOLOGIES INC Technology 226.0 $18K 0.01% -67.0 -22.9% $81.71 -13.6%
192 VUG VANGUARD INDEX FDS 37.0 $18K 0.01% $487.86 -82.0%
193 PM PHILIP MORRIS INTL INC Consumer Defensive 112.0 $18K 0.01% +34.0 +43.6% $160.40 +14.6%
194 WWD WOODWARD INC Industrials 59.0 $18K 0.01% NEW $302.32 +18.6%
195 BAI BLACKROCK ETF TRUST 535.0 $18K 0.01% NEW $33.30 +48.8%
196 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 195.0 $18K 0.01% -76.0 -28.0% $91.21 -3.5%
197 FRDM EA SERIES TRUST 347.0 $18K 0.01% +4.0 +1.2% $51.20 +38.4%
198 ATO ATMOS ENERGY CORP Utilities 106.0 $18K 0.01% +1.0 +0.9% $166.92 +6.5%
199 PATK PATRICK INDS INC Consumer Cyclical 163.0 $18K 0.01% -84.0 -34.0% $108.43 -16.2%
200 EQIX EQUINIX INC Real Estate 23.0 $18K 0.01% +19.0 +475.0% $766.17 +41.7%
Page 10 of 29  ·  570 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%