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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 20 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NIO NIO INC Consumer Cyclical 650.0 $3K 0.00% $5.10 +2.4%
382 SYF SYNCHRONY FINANCIAL Financial Services 39.0 $3K 0.00% $83.44 -13.7%
383 LEIDOS HOLDINGS INC 18.0 $3K 0.00% $180.39
384 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 50.0 $3K 0.00% $64.04 +28.4%
385 CL COLGATE PALMOLIVE CO Consumer Defensive 40.0 $3K 0.00% -1.0 -2.4% $79.03 +14.2%
386 VEEV VEEVA SYS INC Healthcare 14.0 $3K 0.00% -19.0 -57.6% $223.21 -29.0%
387 TSN TYSON FOODS INC Consumer Defensive 53.0 $3K 0.00% NEW $58.62 +11.1%
388 ROST ROSS STORES INC Consumer Cyclical 17.0 $3K 0.00% -19.0 -52.8% $180.12 +29.9%
389 CBRE CBRE GROUP INC Real Estate 19.0 $3K 0.00% +4.0 +26.7% $160.79 -20.3%
390 ENTERGY CORP NEW 33.0 $3K 0.00% $92.42
391 CENCORA INC 9.0 $3K 0.00% $337.78
392 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 11.0 $3K 0.00% NEW $275.36 +212.2%
393 XEL XCEL ENERGY INC Utilities 40.0 $3K 0.00% +8.0 +25.0% $73.85 +10.0%
394 DASH DOORDASH INC Communication Services 13.0 $3K 0.00% $226.46 -31.5%
395 AMP AMERIPRISE FINL INC Financial Services 6.0 $3K 0.00% $490.33 -7.7%
396 LHX L3HARRIS TECHNOLOGIES INC Industrials 10.0 $3K 0.00% -63.0 -86.3% $293.60 +6.3%
397 WDC WESTERN DIGITAL CORP Technology 17.0 $3K 0.00% NEW $172.29 +206.4%
398 SRE SEMPRA Utilities 33.0 $3K 0.00% $88.30 +4.4%
399 SWK STANLEY BLACK & DECKER INC Industrials 39.0 $3K 0.00% +31.0 +387.5% $74.28 +6.0%
400 PCAR PACCAR INC Industrials 26.0 $3K 0.00% NEW $109.50 +1.2%
Page 20 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%