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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 18 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LIN LINDE PLC Basic Materials 11.0 $5K 0.00% -30.0 -73.2% $426.36 +20.7%
342 EW EDWARDS LIFESCIENCES CORP Healthcare 55.0 $5K 0.00% $85.25 +2.0%
343 JCI JOHNSON CTLS INTL PLC Industrials 39.0 $5K 0.00% $119.74 +16.9%
344 HBAN HUNTINGTON BANCSHARES INC Financial Services 266.0 $5K 0.00% +145.0 +119.8% $17.35 -7.8%
345 PKG PACKAGING CORP AMER Consumer Cyclical 22.0 $5K 0.00% $206.23 +5.0%
346 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 28.0 $5K 0.00% NEW $161.96 -7.0%
347 MRSH MARSH & MCLENNAN COS INC Financial Services 24.0 $4K 0.00% -1.0 -4.0% $185.50 -12.2%
348 NWSA NEWS CORP NEW Communication Services 170.0 $4K 0.00% $26.12 -0.9%
349 LYV LIVE NATION ENTERTAINMENT IN Communication Services 31.0 $4K 0.00% -38.0 -55.1% $142.52 +16.8%
350 HIG HARTFORD INSURANCE GROUP INC Financial Services 32.0 $4K 0.00% +4.0 +14.3% $137.81 -1.8%
351 BAX BAXTER INTL INC Healthcare 223.0 $4K 0.00% +115.0 +106.5% $19.11 +1.5%
352 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 115.0 $4K 0.00% $36.49 +5.3%
353 ED CONSOLIDATED EDISON INC Utilities 42.0 $4K 0.00% +25.0 +147.1% $99.31 +8.8%
354 FITB FIFTH THIRD BANCORP Financial Services 89.0 $4K 0.00% +55.0 +161.8% $46.81 +6.5%
355 CRH PLC 33.0 $4K 0.00% NEW $124.79
356 VTR VENTAS INC Real Estate 53.0 $4K 0.00% +31.0 +140.9% $77.38 +13.4%
357 TRV TRAVELERS COMPANIES INC Financial Services 14.0 $4K 0.00% +3.0 +27.3% $290.07 +5.4%
358 TFC TRUIST FINL CORP Financial Services 82.0 $4K 0.00% NEW $49.21 -1.4%
359 MSCI MSCI INC Financial Services 7.0 $4K 0.00% -3.0 -30.0% $573.71 +2.6%
360 TDG TRANSDIGM GROUP INC Industrials 3.0 $4K 0.00% -4.0 -57.1% $1330.00 -8.6%
Page 18 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%