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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 22 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GRMN GARMIN LTD Technology 11.0 $2K 0.00% $202.82 +17.7%
422 WEC WEC ENERGY GROUP INC Utilities 21.0 $2K 0.00% +4.0 +23.5% $105.48 +7.5%
423 DLR DIGITAL RLTY TR INC Real Estate 14.0 $2K 0.00% $154.71 +25.1%
424 RSG REPUBLIC SVCS INC Industrials 10.0 $2K 0.00% -2.0 -16.7% $211.90 -2.4%
425 YUM YUM BRANDS INC Consumer Cyclical 14.0 $2K 0.00% $151.29 +2.7%
426 LITHIUM ARGENTINA AG 376.0 $2K 0.00% NEW $5.58
427 RJF RAYMOND JAMES FINL INC Financial Services 13.0 $2K 0.00% $160.62 -5.6%
428 TDY TELEDYNE TECHNOLOGIES INC Technology 4.0 $2K 0.00% $510.75 +23.7%
429 NDAQ NASDAQ INC Financial Services 21.0 $2K 0.00% $97.14 -6.4%
430 MTB M & T BK CORP Financial Services 10.0 $2K 0.00% NEW $201.50 +6.7%
431 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 25.0 $2K 0.00% NEW $80.32 +0.3%
432 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6.0 $2K 0.00% $328.67 -21.7%
433 MHK MOHAWK INDS INC Consumer Cyclical 18.0 $2K 0.00% +15.0 +500.0% $109.28 -5.6%
434 UHS UNIVERSAL HLTH SVCS INC Healthcare 9.0 $2K 0.00% NEW $218.00 -28.2%
435 CCI CROWN CASTLE INC Real Estate 22.0 $2K 0.00% $88.86 +2.7%
436 TLH ISHARES TR 19.0 $2K 0.00% +6.0 +46.1% $101.68 -2.4%
437 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 23.0 $2K 0.00% NEW $82.00 -21.1%
438 KDP KEURIG DR PEPPER INC Consumer Defensive 67.0 $2K 0.00% +7.0 +11.7% $28.01 +7.6%
439 IAU ISHARES GOLD TR Financial Services 23.0 $2K 0.00% -27.0 -54.0% $81.17 +4.4%
440 CF CF INDS HLDGS INC Basic Materials 24.0 $2K 0.00% $77.33 +56.9%
Page 22 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%