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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 7 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLRE SELECT SECTOR SPDR TR 939.0 $38K 0.02% NEW $40.35 +10.4%
122 XLV SELECT SECTOR SPDR TR 243.0 $38K 0.02% NEW $154.80 -3.2%
123 SMH VANECK ETF TRUST 101.0 $36K 0.02% $361.31 +59.5%
124 ORCL ORACLE CORP Technology 183.0 $36K 0.02% +8.0 +4.6% $195.18 -1.6%
125 LPLA LPL FINL HLDGS INC Financial Services 100.0 $36K 0.02% -40.0 -28.6% $357.17 -20.0%
126 VDC VANGUARD WORLD FD 169.0 $36K 0.02% NEW $211.24 +8.7%
127 SDY SPDR SERIES TRUST 255.0 $35K 0.02% +3.0 +1.2% $139.21 +7.7%
128 CSX CSX CORP Industrials 956.0 $35K 0.02% +276.0 +40.6% $36.25 +25.6%
129 FORTINET INC 425.0 $34K 0.02% -170.0 -28.6% $79.41
130 ARCC ARES CAPITAL CORP Financial Services 1,624.0 $33K 0.02% $20.23 -8.1%
131 HLI HOULIHAN LOKEY INC Financial Services 181.0 $32K 0.02% -94.0 -34.2% $174.19 -13.0%
132 VO VANGUARD INDEX FDS 109.0 $31K 0.02% NEW $288.93 -73.0%
133 OMF ONEMAIN HLDGS INC Financial Services 461.0 $31K 0.02% -234.0 -33.7% $67.55 -20.8%
134 RTX RTX CORPORATION Industrials 167.0 $31K 0.02% +19.0 +12.8% $183.65 -3.6%
135 SOMNIGROUP INTERNATIONAL INC 341.0 $30K 0.02% -114.0 -25.1% $89.28
136 BTT BLACKROCK MUN TARGET TERM TR Financial Services 1,330.0 $30K 0.02% $22.82 -0.7%
137 VTI VANGUARD INDEX FDS 89.0 $30K 0.02% $335.27 +9.4%
138 TMO THERMO FISHER SCIENTIFIC INC Healthcare 51.0 $30K 0.02% +32.0 +168.4% $579.45 -22.6%
139 VCTR VICTORY CAP HLDGS INC Financial Services 468.0 $30K 0.02% -237.0 -33.6% $63.09 +36.2%
140 LRCX LAM RESEARCH CORP Technology 170.0 $29K 0.02% +62.0 +57.4% $171.18 +78.4%
Page 7 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%