Clark Wealth Partners

CIK

2107657

Location

O'FALLON, IL

Portfolio Value

Micro $26,966,179

Diversification

Diversified

Filing Date

Global Rank

#7,501 / 8,588 ▲ 24

Top Industry

Drug Manufacturers - General 8.3%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed May 12, 2026 · 36d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+23.2%

SPY

+24.9%

Annualised alpha

-1.2%

Max drawdown

−12.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

481 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.2%

+0.6 pts

Top 5

22.8%

+0.7 pts

Top 10

41.0%

+0.9 pts

HHI

263

Diversified+1

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.5%	$6,345,400	75
Industrials	16.7%	$4,509,125	65
Financial Services	11.8%	$3,189,661	76
Healthcare	11.5%	$3,088,554	52
Consumer Cyclical	8.5%	$2,287,308	44
Unclassified	8.0%	$2,145,839	9
Energy	5.1%	$1,380,414	25
Communication Services	4.2%	$1,132,608	20
Utilities	3.5%	$939,792	30
Consumer Defensive	3.3%	$900,506	29
Basic Materials	3.0%	$809,810	20
Real Estate	0.9%	$237,162	36

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPQ	Hp Inc	+9,458	27,813	$534,287
COP	Conocophillips	+5,962	6,024	$795,168
LIN	Linde PLC	+1,432	1,443	$715,381
O	Realty Income Corp	+512	556	$34,016
BAC	Bank Of America Corp /De/	+496	20,628	$1,005,615
MRK	Merck & Co., Inc.	+491	5,289	$636,213
ETN	Eaton Corp plc	+420	1,959	$700,675
SNOW	Snowflake Inc.	+300	343	$51,731
MDT	Medtronic plc	+291	8,728	$756,281
TPR	Tapestry, Inc.	+262	291	$41,063
IFF	International Flavors & Fragrances Inc	+248	265	$19,225
MPC	Marathon Petroleum Corp	+165	181	$44,196
META	Meta Platforms, Inc.	+146	1,182	$676,257
ABBV	AbbVie Inc.	+139	4,103	$892,361
AEE	Ameren Corp	+109	6,720	$738,662
CHRW	C. H. Robinson Worldwide, Inc.	+105	111	$18,433
VLO	Valero Energy Corp/Tx	+91	135	$33,355
PLTR	Palantir Technologies Inc.	+79	1,333	$194,991
AVGO	Broadcom Inc.	+79	3,690	$1,142,091
VZ	Verizon Communications Inc	+73	1,921	$96,434
GD	General Dynamics Corp	+61	2,470	$847,753
D	Dominion Energy, Inc	+56	85	$5,254
ROP	Roper Technologies Inc	+53	159	$56,263
CNC	Centene Corp	+51	57	$1,866
SNA	Snap-on Inc	+47	2,461	$893,884
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KO	Coca Cola Co	−5,202	5,741	$436,603
EOG	Eog Resources Inc	−4,584	35	$5,059
MS	Morgan Stanley	−4,583	183	$30,116
QCOM	Qualcomm Inc/De	−4,368	132	$16,998
GOOGL	Alphabet Inc.	−3,390	709	$203,880
JPM	Jpmorgan Chase & Co	−2,454	287	$84,423
VTRS	Viatris Inc	−1,608	145	$1,958
LUV	Southwest Airlines Co	−1,332	8	$300
MO	Altria Group, Inc.	−538	137	$9,040
PFE	Pfizer Inc	−536	289	$8,115
NIO	NIO Inc.	−500	150	$904
MCD	Mcdonalds Corp	−351	4,149	$1,289,467
WY	Weyerhaeuser Co	−308	36	$879
T	At&T Inc.	−268	2,678	$77,635
RF	Regions Financial Corp	−203	46	$1,201
A	Agilent Technologies, Inc.	−163	31	$3,533
F	Ford Motor Co	−160	1,453	$16,767
OMF	OneMain Holdings, Inc.	−158	303	$16,207
NVDA	Nvidia Corp	−157	3,719	$648,593
AMZN	Amazon Com Inc	−156	2,651	$552,123
AES	Aes Corp	−155	33	$464
HBAN	Huntington Bancshares Inc /Md/	−145	121	$1,893
UBER	Uber Technologies, Inc	−124	102	$7,336
CSCO	Cisco Systems, Inc.	−122	670	$51,985
XOM	Exxon Mobil Corp	−122	1,303	$221,066
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LADR	Ladder Capital Corp	5,613	$54,839
CHI	Calamos Convertible Opportunities & Income Fund	4,300	$46,182
AWP	abrdn Global Premier Properties Fund	4,114	$45,459
GOOD	Gladstone Commercial Corp	3,260	$37,261
FTI	TechnipFMC plc	341	$23,573
OSIS	Osi Systems Inc	69	$18,320
CACI	Caci International Inc /De/	31	$16,859
CWST	Casella Waste Systems Inc	198	$15,709
AMAT	Applied Materials Inc /De	44	$15,038
TBLD	Thornburg Income Builder Opportunities Trust	660	$13,955
ESI	Element Solutions Inc	399	$13,621
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	1,500	$12,990
APG	APi Group Corp	311	$12,601
DIA	Spdr Dow Jones Industrial Average ETF Trust	21	$9,726
BTX	BlackRock Technology & Private Equity Term Trust	1,340	$8,844
TXN	Texas Instruments Inc	45	$8,736
XRP	Bitwise XRP ETF	524	$7,875
APH	Amphenol Corp /De/	61	$7,707
TT	Trane Technologies plc	14	$5,834
SNDK	Sandisk Corp	8	$5,082
MDLZ	Mondelez International, Inc.	66	$3,804
JPC	Nuveen Preferred & Income Opportunities Fund	494	$3,724
PYPL	PayPal Holdings, Inc.	82	$3,708
RCL	Royal Caribbean Cruises Ltd	13	$3,577
CIEN	Ciena Corp	9	$3,494
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ARCC	Ares Capital Corp	1,624	$32,853
HTGC	Hercules Capital, Inc.	1,046	$19,685
MANH	Manhattan Associates Inc	101	$17,504
LNG	Cheniere Energy, Inc.	80	$15,551
BLDR	Builders FirstSource, Inc.	145	$14,919
BIDU	Baidu, Inc.	100	$13,066
BMI	Badger Meter Inc	52	$9,069
KNSL	Kinsale Capital Group, Inc.	20	$7,822
DHR	Danaher Corp /De/	32	$7,325
LVS	Las Vegas Sands Corp	100	$6,509
AOS	Smith A O Corp	95	$6,353
SWKS	Skyworks Solutions, Inc.	95	$6,023
KD	Kyndryl Holdings, Inc.	200	$5,312
KHC	Kraft Heinz Co	202	$4,898
NWSA	News Corp	170	$4,440
ELV	Elevance Health, Inc.	11	$3,856
NKE	NIKE, Inc.	60	$3,822
TEL	TE Connectivity plc	15	$3,412
DGNX	Diginex Ltd	807	$3,365
VEEV	Veeva Systems Inc	14	$3,125
CPRT	Copart Inc	64	$2,505
CMG	Chipotle Mexican Grill Inc	65	$2,405
PODD	Insulet Corp	8	$2,273
LAR	Lithium Argentina AG	376	$2,098
MHK	Mohawk Industries Inc	18	$1,967
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

481 positions · $26,966,179 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 101–150 of 481 positions by value · page 3 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CBOE	Cboe Global Markets, Inc. Financial Services	Held	5	0	$1,405	+12.0%	0.01%
ESS	Essex Property Trust, Inc. Real Estate	Added	6	+3	$1,452	+85.0%	0.01%
BXP	BXP, Inc. Real Estate	Added	28	+19	$1,453	+139.4%	0.01%
HSY	Hershey Co Consumer Defensive	Held	7	0	$1,455	+14.3%	0.01%
DOV	DOVER Corp Industrials	Held	7	0	$1,459	+6.8%	0.01%
PAYX	Paychex Inc Technology	Added	16	+1	$1,473	−12.4%	0.01%
FISV	Fiserv Inc	NEW	27	NEW	$1,506	NEW	0.01%
IRM	Iron Mountain Inc Real Estate	NEW	15	NEW	$1,532	NEW	0.01%
KMB	Kimberly Clark Corp Consumer Defensive	Held	16	0	$1,543	−4.4%	0.01%
PNR	PENTAIR plc Industrials	Added	18	+4	$1,567	+7.5%	0.01%
RMD	Resmed Inc Healthcare	Added	7	+5	$1,571	+226.6%	0.01%
IIPR	Innovative Industrial Properties Inc Real Estate	Added	32	+1	$1,605	+9.3%	0.01%
STLD	Steel Dynamics Inc Basic Materials	Added	9	+2	$1,620	+36.6%	0.01%
KVUE	Kenvue Inc. Consumer Defensive	Held	94	0	$1,620	−0.1%	0.01%
GM	General Motors Co Consumer Cyclical	Reduced	22	-24	$1,639	−56.2%	0.01%
EXR	Extra Space Storage Inc. Real Estate	NEW	13	NEW	$1,704	NEW	0.01%
SYY	Sysco Corp Consumer Defensive	NEW	24	NEW	$1,711	NEW	0.01%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Held	67	0	$1,764	−6.0%	0.01%
STT	State Street Corp Financial Services	NEW	14	NEW	$1,771	NEW	0.01%
FANG	Diamondback Energy, Inc. Energy	Held	9	0	$1,780	+31.7%	0.01%
NDAQ	Nasdaq, Inc. Financial Services	Held	21	0	$1,782	−12.6%	0.01%
OTIS	Otis Worldwide Corp Industrials	NEW	24	NEW	$1,849	NEW	0.01%
CNC	Centene Corp Healthcare	Added	57	+51	$1,866	+658.5%	0.01%
RJF	Raymond James Financial Inc Financial Services	Held	13	0	$1,882	−9.8%	0.01%
DDOG	Datadog, Inc. Technology	Reduced	16	-1	$1,888	−18.3%	0.01%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	121	-145	$1,893	−59.0%	0.01%
MET	Metlife Inc Financial Services	Reduced	27	-7	$1,909	−28.8%	0.01%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	13	0	$1,950	+8.8%	0.01%
VTRS	Viatris Inc Healthcare	Reduced	145	-1,608	$1,958	−91.0%	0.01%
FOXA	Fox Corp Communication Services	Added	34	+17	$1,985	+59.8%	0.01%
PEG	Public Service Enterprise Group Inc Utilities	Held	25	0	$2,023	+0.8%	0.01%
AIG	American International Group, Inc. Financial Services	Held	27	0	$2,031	−12.0%	0.01%
PFG	Principal Financial Group Inc Financial Services	Added	23	+10	$2,072	+80.8%	0.01%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	17	+11	$2,076	+149.2%	0.01%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Held	4	0	$2,090	−13.6%	0.01%
AXON	Axon Enterprise, Inc. Industrials	Held	5	0	$2,123	−25.2%	0.01%
DAL	Delta Air Lines, Inc. Industrials	NEW	32	NEW	$2,127	NEW	0.01%
KKR	KKR & Co. Inc. Financial Services	Reduced	23	-32	$2,127	−69.7%	0.01%
MSCI	MSCI Inc. Financial Services	Reduced	4	-3	$2,156	−46.3%	0.01%
EXE	EXPAND ENERGY Corp Energy	Added	20	+5	$2,195	+32.6%	0.01%
BDX	Becton Dickinson & Co Healthcare	Held	14	0	$2,201	+3.1%	0.01%
CINF	Cincinnati Financial Corp Financial Services	Added	14	+6	$2,202	+68.6%	0.01%
BRO	Brown & Brown, Inc. Financial Services	NEW	34	NEW	$2,217	NEW	0.01%
VICI	Vici Properties Inc. Real Estate	NEW	82	NEW	$2,240	NEW	0.01%
EA	Electronic Arts Inc. Communication Services	Held	11	0	$2,242	−0.2%	0.01%
KEY	Keycorp /New/ Financial Services	Reduced	112	-10	$2,245	−10.8%	0.01%
KEYS	Keysight Technologies, Inc. Technology	Held	8	0	$2,258	+39.0%	0.01%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	10	NEW	$2,308	NEW	0.01%
WTW	Willis Towers Watson PLC Financial Services	Added	8	+2	$2,325	+18.0%	0.01%
CNP	Centerpoint Energy Inc Utilities	Added	54	+9	$2,330	+35.1%	0.01%