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Clark Financial Services Group Inc /Bd Portfolio
$214.2M across 94 positions as of 2026-09-30, with 60% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+16.3%
+1.8% a year vs the S&P 500
3 years
+21.4%
+0.1% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +17.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.5% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +10.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $24.8M | 11.6% | 35,417 |
| SPYState Street SPDR S&P 500 ETF Trust | $22.4M | 10.5% | 29,405 |
| VUGVanguard Growth ETF | $18.4M | 8.6% | 204,475 |
| VTVVanguard Value ETF | $15M | 7.0% | 69,637 |
| IVWiShares S&P 500 Growth ETF | $14.8M | 6.9% | 104,082 |
| AAPLApple Inc | $9.1M | 4.2% | 27,189 |
| IWMiShares Russell 2000 Index Fund | $6.6M | 3.1% | 23,823 |
| MUMicron Technology Inc | $6.2M | 2.9% | 5,857 |
| MSFTMicrosoft Corp | $5.5M | 2.6% | 10,773 |
| RTXRTX Corp | $5.2M | 2.4% | 28,152 |
| QQQInvesco QQQ Trust, Series 1 | $5.2M | 2.4% | 7,020 |
| VANGUARD ADMIRAL FDS INC | $4.9M | 2.3% | 35,698 |
| VOTVanguard Mid-Cap Growth ETF | $4M | 1.9% | 13,779 |
| XLFState Street Financial Select Sector SPDR ETF | $3.9M | 1.8% | 73,021 |
| XLBMaterials Select Sector SPDR | $3.8M | 1.8% | 77,156 |
| XLVState Street Health Care Select Sector SPDR ETF | $3.5M | 1.6% | 20,985 |
| XLIState Street Industrial Select Sector SPDR ETF | $3.3M | 1.5% | 19,484 |
| NVDANVIDIA Corp | $2.8M | 1.3% | 12,342 |
| DELLDell Technologies Inc | $2.5M | 1.2% | 4,717 |
| LRCXLam Research Corp | $2.3M | 1.1% | 7,065 |
| VVisa Inc | $2.1M | 1.0% | 5,899 |
| IBMInternational Business Machines Corp | $1.7M | 0.8% | 7,926 |
| AMATApplied Materials Inc | $1.7M | 0.8% | 3,395 |
| AVGOBroadcom Inc | $1.6M | 0.7% | 4,544 |
| MAMastercard Inc | $1.5M | 0.7% | 2,797 |
| EVERUS CONSTR GROUP | $1.5M | 0.7% | 13,067 |
| ABBVAbbVie Inc | $1.4M | 0.7% | 5,407 |
| PANWPalo Alto Networks Inc | $1.4M | 0.7% | 3,537 |
| GOOGLAlphabet Inc | $1.4M | 0.6% | 4,043 |
| METAMeta Platforms Inc | $1.3M | 0.6% | 1,835 |
| CRWDCrowdStrike Holdings Inc | $1.2M | 0.5% | 4,346 |
| CAHCardinal Health Inc | $1.1M | 0.5% | 4,941 |
| AEEAmeren Corp | $1.1M | 0.5% | 10,574 |
| ANETArista Networks Inc | $1M | 0.5% | 5,118 |
| MDUMDU Resources Group, Inc. Common Stock | $969.1K | 0.5% | 52,269 |
| AMZNAmazon.com Inc | $967.2K | 0.5% | 3,882 |
| MPCMarathon Petroleum Corp | $936.4K | 0.4% | 2,368 |
| MOAltria Group Inc | $831.4K | 0.4% | 12,347 |
| TAT&T Inc | $750K | 0.4% | 30,736 |
| ORCLOracle Corp | $723.2K | 0.3% | 5,267 |
| MRKMerck & Co Inc | $722.2K | 0.3% | 4,970 |
| SNOWSnowflake Inc | $714.8K | 0.3% | 2,105 |
| GOOGAlphabet Inc | $710.8K | 0.3% | 2,086 |
| GILDGilead Sciences, Inc | $705.3K | 0.3% | 4,732 |
| VRTVertiv Holdings Co | $700.5K | 0.3% | 2,903 |
| CREDO TECHNOLOGY GROUP HOLDI | $678.5K | 0.3% | 3,483 |
| CDNSCadence Design Systems Inc | $676.5K | 0.3% | 2,049 |
| PLTRPalantir Technologies Inc | $665K | 0.3% | 3,555 |
| LHXL3Harris Technologies Inc | $659.7K | 0.3% | 2,786 |
| KNIFE RIVER CORP | $658.8K | 0.3% | 13,067 |
| AMGNAmgen Inc | $658K | 0.3% | 1,561 |
| BANK OF NY MELLON CORP | $613.7K | 0.3% | 4,243 |
| CBSHCommerce Bancshares Inc | $586.8K | 0.3% | 10,719 |
| CASS INFORMATION SYS INC | $585.8K | 0.3% | 11,000 |
| NFLXNetflix Inc | $570.5K | 0.3% | 8,199 |
| EPDEnterprise Products Partners L.P | $545K | 0.3% | 15,304 |
| ECLEcolab Inc | $540.6K | 0.3% | 1,969 |
| ARCCAres Capital Corp | $530.3K | 0.2% | 27,763 |
| IVViShares Core S&P 500 ETF | $519.2K | 0.2% | 678 |
| MPLXMPLX LP | $512.9K | 0.2% | 9,107 |
| MCKMcKesson Corp | $508K | 0.2% | 595 |
| AAgilent Technologies Inc | $504.7K | 0.2% | 2,929 |
| BBTBeacon Financial Corp | $503.3K | 0.2% | 17,981 |
| VEAVanguard FTSE Developed Markets ETF | $475K | 0.2% | 6,727 |
| BRK.BBerkshire Hathaway Inc | $473.6K | 0.2% | 951 |
| LLYEli Lilly and Co | $473.1K | 0.2% | 409 |
| UGIUGI Corp | $472.5K | 0.2% | 13,247 |
| INTCIntel Corp | $466.3K | 0.2% | 3,879 |
| LDOSLeidos Holdings Inc | $442.3K | 0.2% | 3,631 |
| LOWLowe's Companies Inc | $432.3K | 0.2% | 2,346 |
| BMNRBitmine Immersion Technologies Inc | $425.2K | 0.2% | 16,086 |
| APPLIED DIGITAL CORP | $423.1K | 0.2% | 17,362 |
| GALAXY DIGITAL INC. | $415K | 0.2% | 18,250 |
| PIImpinj Inc | $380.3K | 0.2% | 2,121 |
| CSLCarlisle Companies Inc | $376K | 0.2% | 1,167 |
| VTIVanguard Total Stock Market ETF | $355.4K | 0.2% | 950 |
| CRMSalesforce Inc | $340.7K | 0.2% | 1,484 |
| WMTWalmart Inc | $334.7K | 0.2% | 3,221 |
| RFRegions Financial Corp | $331.1K | 0.2% | 12,316 |
| GLDSPDR Gold Shares | $328.3K | 0.2% | 862 |
| HDHome Depot Inc | $317.2K | 0.1% | 1,115 |
| JPMJPMorgan Chase & Co | $293.8K | 0.1% | 888 |
| PSXPhillips 66 | $264.2K | 0.1% | 1,035 |
| AVAVAeroVironment Inc | $255K | 0.1% | 1,793 |
| JNJJohnson & Johnson | $253.3K | 0.1% | 957 |
| BRBroadridge Financial Solutions Inc | $247.9K | 0.1% | 1,539 |
| ADBEAdobe Inc | $247.1K | 0.1% | 1,030 |
| IEMGiShares Core MSCI Emerging Markets ETF | $241.6K | 0.1% | 2,977 |
| SPCXSpace Exploration Technologies Corp | $239.6K | 0.1% | 1,589 |
| XOMExxonmobil Holdings Corp | $232.8K | 0.1% | 1,430 |
| VOVanguard Mid-Cap ETF | $224K | 0.1% | 2,856 |
| NKENike Inc | $218.3K | 0.1% | 6,166 |
| ALLAllstate Corp | $211.2K | 0.1% | 952 |
| EMREmerson Electric Co | $207.4K | 0.1% | 1,337 |
Quarter ending 2026-09-30.
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