Clark Wealth Partners

CIK

2107657

Location

O'FALLON, IL

Portfolio Value

Micro $6,345,400

Diversification

Diversified

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 SPY

Hypothetical 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, 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
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
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

75 positions · $6,345,400 total · Technology 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

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	3,690	+79	$1,142,091	−8.6%	18.00%
AAPL	Apple Inc. Technology	Reduced	4,486	-12	$1,138,501	−6.9%	17.94%
IBM	International Business Machines Corp Technology	Added	4,598	+22	$1,114,509	−17.8%	17.56%
NVDA	Nvidia Corp Technology	Reduced	3,719	-157	$648,593	−10.3%	10.22%
MSFT	Microsoft Corp Technology	Reduced	1,536	-117	$568,581	−28.9%	8.96%
HPQ	Hp Inc Technology	Added	27,813	+9,458	$534,287	+30.6%	8.42%
ASML	Asml Holding NV Technology	Held	200	0	$264,166	+23.5%	4.16%
PLTR	Palantir Technologies Inc. Technology	Added	1,333	+79	$194,991	−12.5%	3.07%
ROP	Roper Technologies Inc Technology	Added	159	+53	$56,263	+19.2%	0.89%
INTU	Intuit Inc. Technology	Reduced	129	-11	$55,777	−39.9%	0.88%
CSCO	Cisco Systems, Inc. Technology	Reduced	670	-122	$51,985	−14.8%	0.82%
SNOW	Snowflake Inc. Technology	Added	343	+300	$51,731	+448.5%	0.82%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	88	+2	$34,356	−14.8%	0.54%
LRCX	Lam Research Corp Technology	Reduced	160	-10	$34,185	+17.5%	0.54%
ORCL	Oracle Corp Technology	Added	197	+14	$28,980	−18.8%	0.46%
MPWR	Monolithic Power Systems Inc Technology	Added	24	+2	$26,240	+31.6%	0.41%
FTNT	Fortinet, Inc. Technology	Reduced	315	-110	$25,741	−23.7%	0.41%
MU	Micron Technology Inc Technology	Added	65	+10	$21,959	+39.9%	0.35%
FN	Fabrinet Technology	Reduced	39	-16	$20,339	−18.8%	0.32%
AMD	Advanced Micro Devices Inc Technology	Added	93	+33	$18,918	+47.2%	0.30%
OSIS	Osi Systems Inc Technology	NEW	69	NEW	$18,320	NEW	0.29%
DSGX	Descartes Systems Group Inc Technology	Held	243	0	$17,389	−18.4%	0.27%
QCOM	Qualcomm Inc/De Technology	Reduced	132	-4,368	$16,998	−97.8%	0.27%
CACI	Caci International Inc /De/ Technology	NEW	31	NEW	$16,859	NEW	0.27%
AMAT	Applied Materials Inc /De Technology	NEW	44	NEW	$15,038	NEW	0.24%
PANW	Palo Alto Networks Inc Technology	Added	76	+39	$12,184	+78.8%	0.19%
TYL	Tyler Technologies Inc Technology	Held	33	0	$11,298	−24.6%	0.18%
INTC	Intel Corp Technology	Added	256	+15	$11,297	+27.0%	0.18%
KLAC	Kla Corp Technology	Held	7	0	$10,306	+21.2%	0.16%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	30	0	$10,138	+11.2%	0.16%
CRM	Salesforce, Inc. Technology	Reduced	54	-25	$10,080	−51.8%	0.16%
TXN	Texas Instruments Inc Technology	NEW	45	NEW	$8,736	NEW	0.14%
HPE	Hewlett Packard Enterprise Co Technology	Held	356	0	$8,476	−0.9%	0.13%
NXPI	NXP Semiconductors N.V. Technology	Held	43	0	$8,464	−9.3%	0.13%
ADI	Analog Devices Inc Technology	Held	25	0	$7,953	+17.3%	0.13%
DELL	Dell Technologies Inc. Technology	Held	48	0	$7,878	+30.4%	0.12%
APH	Amphenol Corp /De/ Technology	NEW	61	NEW	$7,707	NEW	0.12%
UBER	Uber Technologies, Inc Technology	Reduced	102	-124	$7,336	−60.3%	0.12%
NOW	ServiceNow, Inc. Technology	Reduced	69	-37	$7,213	−55.6%	0.11%
VRSN	Verisign Inc/Ca Technology	Added	28	+2	$6,954	+10.1%	0.11%
ANET	Arista Networks, Inc. Technology	Held	51	0	$6,261	−6.3%	0.10%
ACN	Accenture plc Technology	Held	31	0	$6,146	−26.1%	0.10%
FFIV	F5, Inc. Technology	Held	21	0	$6,075	+13.3%	0.10%
NTAP	NetApp, Inc. Technology	Held	56	0	$5,733	−4.4%	0.09%
GLW	Corning Inc /Ny Technology	Held	39	0	$5,302	+55.3%	0.08%
SNDK	Sandisk Corp Technology	NEW	8	NEW	$5,082	NEW	0.08%
WDC	Western Digital Corp Technology	Held	17	0	$4,598	+57.0%	0.07%
STX	Seagate Technology Holdings plc Technology	Held	11	0	$4,309	+42.3%	0.07%
TRMB	Trimble Inc. Technology	Held	66	0	$4,305	−16.7%	0.07%
LDOS	Leidos Holdings, Inc. Technology	Added	24	+6	$3,732	+14.9%	0.06%