Clark Wealth Partners
Filing Date
Global Rank
#7,147
/ 8,232
▲ 147
Top Industry
Drug Manufacturers - General
8.3%
3Y Alpha vs SPY
-0.6%
Period ended 2 months ago
Filed May 12, 2026 · 33d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.6%
SPY
+23.4%
Annualised alpha
-0.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 23.5% | $6,345,400 |
| Industrials | 16.7% | $4,509,125 |
| Financial Services | 11.8% | $3,189,661 |
| Healthcare | 11.5% | $3,088,554 |
| Consumer Cyclical | 8.5% | $2,287,308 |
| Unclassified | 8.0% | $2,145,839 |
| Energy | 5.1% | $1,380,414 |
| Communication Services | 4.2% | $1,132,608 |
| Utilities | 3.5% | $939,792 |
| Consumer Defensive | 3.3% | $900,506 |
| Basic Materials | 3.0% | $809,810 |
| Real Estate | 0.9% | $237,162 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| AVGO | Broadcom Inc. | +79 | 3,690 | $1,142,091 | |
| PLTR | Palantir Technologies Inc. | +79 | 1,333 | $194,991 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
29 positions ·
$900,506 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 5,741 | $436,603 | 48.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 190 | $189,321 | 21.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 552 | $68,602 | 7.62% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 279 | $40,298 | 4.48% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Held | 277 | $25,542 | 2.84% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 112 | $18,518 | 2.06% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 101 | $15,684 | 1.74% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Held | 245 | $15,153 | 1.68% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 124 | $15,028 | 1.67% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 137 | $9,927 | 1.10% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 137 | $9,040 | 1.00% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 113 | $8,176 | 0.91% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Held | 108 | $8,040 | 0.89% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 59 | $7,005 | 0.78% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 400 | $6,288 | 0.70% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
NEW | 66 | $3,804 | 0.42% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Held | 50 | $3,468 | 0.39% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 40 | $3,409 | 0.38% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Reduced | 50 | $3,203 | 0.36% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 13 | $1,950 | 0.22% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Held | 67 | $1,764 | 0.20% | |
| SYY |
Sysco Corp
Consumer Defensive
|
NEW | 24 | $1,711 | 0.19% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Held | 94 | $1,620 | 0.18% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 16 | $1,543 | 0.17% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 7 | $1,455 | 0.16% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 10 | $1,095 | 0.12% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Held | 7 | $890 | 0.10% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 12 | $861 | 0.10% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Held | 7 | $508 | 0.06% |