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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 14 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DG DOLLAR GEN CORP NEW Consumer Defensive 64.0 $8K 0.01% $132.77 -22.6%
262 CVS CVS HEALTH CORP Healthcare 107.0 $8K 0.01% +43.0 +67.2% $79.36 +14.9%
263 FDX FEDEX CORP Industrials 29.0 $8K 0.01% $288.86 +38.8%
264 WAB WABTEC Industrials 39.0 $8K 0.01% $213.46 +22.3%
265 ACN ACCENTURE PLC IRELAND Technology 31.0 $8K 0.01% NEW $268.29 -33.5%
266 ADSK AUTODESK INC Technology 28.0 $8K 0.01% $296.00 -19.2%
267 WY WEYERHAEUSER CO MTN BE Real Estate 344.0 $8K 0.01% +309.0 +882.9% $23.69 +0.8%
268 BSX BOSTON SCIENTIFIC CORP Healthcare 85.0 $8K 0.01% -42.0 -33.1% $95.35 -39.6%
269 FCX FREEPORT-MCMORAN INC Basic Materials 157.0 $8K 0.01% +59.0 +60.2% $50.90 +26.0%
270 VMC VULCAN MATLS CO Basic Materials 28.0 $8K 0.01% $285.21 -5.7%
271 JBND J P MORGAN EXCHANGE TRADED F 146.0 $8K 0.01% $54.11 -1.5%
272 SPGI S&P GLOBAL INC Financial Services 15.0 $8K 0.01% NEW $522.60 -21.1%
273 KNSL KINSALE CAP GROUP INC Financial Services 20.0 $8K 0.01% -12.0 -37.5% $391.10 -20.7%
274 CEF SPROTT ASSET MANAGEMENT LP Financial Services 170.0 $8K 0.01% NEW $45.80 +3.6%
275 CG CARLYLE GROUP INC Financial Services 130.0 $8K 0.01% -96.0 -42.5% $59.11 -22.4%
276 DTM DT MIDSTREAM INC Energy 64.0 $8K 0.01% $119.69 +26.1%
277 UNH UNITEDHEALTH GROUP INC Healthcare 23.0 $8K 0.01% -26.0 -53.1% $332.48 +13.8%
278 NVDY TIDAL TRUST II 522.0 $8K 0.01% NEW $14.60 -6.4%
279 SNPS SYNOPSYS INC Technology 16.0 $8K 0.01% $469.75 +13.7%
280 BLK BLACKROCK INC Financial Services 7.0 $7K 0.01% $1070.29 +0.4%
Page 14 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%