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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 8 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WFC WELLS FARGO CO NEW Financial Services 308.0 $29K 0.02% -162.0 -34.5% $93.25 -18.1%
142 NRG NRG ENERGY INC Utilities 177.0 $28K 0.02% +157.0 +785.0% $159.24 -11.8%
143 NFLX NETFLIX INC Communication Services 300.0 $28K 0.02% +274.0 +1053.8% $93.76 -6.5%
144 FIX COMFORT SYS USA INC Industrials 30.0 $28K 0.02% -50.0 -62.5% $933.30 +101.9%
145 URI UNITED RENTALS INC Industrials 34.0 $28K 0.02% -15.0 -30.6% $809.32 +19.0%
146 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,386.0 $27K 0.02% $19.71 -27.0%
147 VXF VANGUARD INDEX FDS 127.0 $27K 0.02% -67.0 -34.5% $209.12 +12.2%
148 TSCO TRACTOR SUPPLY CO Consumer Cyclical 530.0 $27K 0.02% +4.0 +0.8% $50.04 -40.4%
149 A AGILENT TECHNOLOGIES INC Healthcare 194.0 $26K 0.02% -157.0 -44.7% $136.07 -15.4%
150 BLD TOPBUILD CORP Industrials 63.0 $26K 0.02% -32.0 -33.7% $417.19 -0.9%
151 EMXC ISHARES INC 360.0 $26K 0.02% -85.0 -19.1% $72.68 +37.6%
152 CVX CHEVRON CORP NEW Energy 169.0 $26K 0.02% +42.0 +33.1% $152.62 +21.0%
153 FN FABRINET Technology 55.0 $25K 0.01% NEW $455.27 +49.5%
154 DHI D R HORTON INC Consumer Cyclical 171.0 $25K 0.01% -61.0 -26.3% $144.03 +1.1%
155 VOX VANGUARD WORLD FD 127.0 $25K 0.01% NEW $193.63 +1.6%
156 AME AMETEK INC Industrials 116.0 $24K 0.01% -44.0 -27.5% $205.31 +11.8%
157 DIS DISNEY WALT CO Communication Services 209.0 $24K 0.01% +88.0 +72.7% $113.79 -9.2%
158 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 82.0 $24K 0.01% NEW $287.24 +12.7%
159 XLI SELECT SECTOR SPDR TR 152.0 $24K 0.01% +2.0 +1.3% $154.69 +12.7%
160 CIGI COLLIERS INTL GROUP INC Real Estate 158.0 $23K 0.01% -82.0 -34.2% $147.01 -34.7%
Page 8 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%