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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 17 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CCL CARNIVAL CORP Consumer Cyclical 180.0 $5K 0.00% -15.0 -7.7% $30.54 -12.2%
322 PWR QUANTA SVCS INC Industrials 13.0 $5K 0.00% $422.08 +75.2%
323 APD AIR PRODS & CHEMS INC Basic Materials 22.0 $5K 0.00% +11.0 +100.0% $247.00 +16.7%
324 CMCSA COMCAST CORP NEW Communication Services 181.0 $5K 0.00% -5.0 -2.7% $29.91 -16.1%
325 AFL AFLAC INC Financial Services 49.0 $5K 0.00% +25.0 +104.2% $110.27 +6.3%
326 FFIV F5 INC Technology 21.0 $5K 0.00% -3.0 -12.5% $255.24 +54.8%
327 GOOY TIDAL TRUST II 367.0 $5K 0.00% NEW $14.60 +1.1%
328 USB US BANCORP DEL Financial Services 100.0 $5K 0.00% -189.0 -65.4% $53.36 +2.9%
329 KD KYNDRYL HLDGS INC Technology 200.0 $5K 0.00% $26.56 -54.2%
330 PH PARKER-HANNIFIN CORP Industrials 6.0 $5K 0.00% NEW $879.00 -1.6%
331 COWZ PACER FDS TR 87.0 $5K 0.00% -182K -100.0% $59.86 +7.6%
332 TRMB TRIMBLE INC Technology 66.0 $5K 0.00% $78.35 -28.3%
333 TMUS T-MOBILE US INC Communication Services 25.0 $5K 0.00% -2.0 -7.4% $203.04 -5.7%
334 BKR BAKER HUGHES COMPANY Energy 109.0 $5K 0.00% +54.0 +98.2% $45.54 +47.5%
335 MCK MCKESSON CORP Healthcare 6.0 $5K 0.00% $820.33 -7.8%
336 CME CME GROUP INC Financial Services 18.0 $5K 0.00% $273.06 +4.3%
337 KHC KRAFT HEINZ CO Consumer Defensive 202.0 $5K 0.00% $24.29 -1.4%
338 SHW SHERWIN WILLIAMS CO Basic Materials 15.0 $5K 0.00% NEW $324.00 -4.4%
339 TRGP TARGA RES CORP Energy 26.0 $5K 0.00% +14.0 +116.7% $184.50 +47.2%
340 MSFO TIDAL TRUST II 306.0 $5K 0.00% NEW $15.44 -22.1%
Page 17 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%