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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 13 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IYM ISHARES TR 63.0 $10K 0.01% NEW $153.95 +19.7%
242 AEP AMERICAN ELEC PWR CO INC Utilities 83.0 $10K 0.01% +18.0 +27.7% $115.31 +13.9%
243 BLV VANGUARD BD INDEX FDS 137.0 $10K 0.01% -329.0 -70.6% $69.52 -1.9%
244 SNOW SNOWFLAKE INC Technology 43.0 $9K 0.01% $219.35 -18.9%
245 DEO DIAGEO PLC Consumer Defensive 108.0 $9K 0.01% $86.55 -2.0%
246 MLM MARTIN MARIETTA MATLS INC Basic Materials 15.0 $9K 0.01% -1.0 -6.2% $622.67 -11.1%
247 NXPI NXP SEMICONDUCTORS N V Technology 43.0 $9K 0.01% $217.07 +50.7%
248 SHEL SHELL PLC Energy 127.0 $9K 0.01% +3.0 +2.4% $73.46 +16.8%
249 WBD WARNER BROS DISCOVERY INC Communication Services 318.0 $9K 0.01% +7.0 +2.2% $28.82 -6.4%
250 APOS APOLLO GLOBAL MGMT INC Financial Services 63.0 $9K 0.01% -24.0 -27.6% $144.76 -81.9%
251 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 30.0 $9K 0.01% $303.90 +35.5%
252 BMI BADGER METER INC Technology 52.0 $9K 0.01% -40.0 -43.5% $174.40 -26.2%
253 INTC INTEL CORP Technology 241.0 $9K 0.01% +5.0 +2.1% $36.92 +228.5%
254 AMGN AMGEN INC Healthcare 27.0 $9K 0.01% $327.30 +3.4%
255 DAR DARLING INGREDIENTS INC Consumer Defensive 245.0 $9K 0.01% $36.00 +64.8%
256 APP APPLOVIN CORP Technology 13.0 $9K 0.01% NEW $673.85 -22.6%
257 CDNS CADENCE DESIGN SYSTEM INC Technology 28.0 $9K 0.01% $312.57 +21.6%
258 TJX TJX COS INC NEW Consumer Cyclical 56.0 $9K 0.01% -30.0 -34.9% $153.61 +3.3%
259 HPE HEWLETT PACKARD ENTERPRISE C Technology 356.0 $9K 0.01% $24.02 +58.0%
260 KLAC KLA CORP Technology 7.0 $9K 0.01% $1215.14 +62.3%
Page 13 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%