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CIK: 0001352187
Total reported value
$18.3B
$18.3B
387 檔
20.2%
In Q1 2024, Clark Capital Management Group, Inc.'s U.S. equity holdings reached a combined market value of $18.3B, distributed across 387 disclosed stock positions.
During Q1 2024, Clark Capital Management Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 387 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 15.75% | -1.08% | +0.40% | |
| 2 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.66% | -0.26% | +3.03% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.02% | +3.01% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.01% | +170.54% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.13% | +2.39% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.65% | -0.06% | +3.09% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.79% | +9.56% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.01% | +0.36% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.32% | — | +23.33% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.21% | -1.60% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.15% | -0.38% | -35.66% | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 1.12% | -0.18% | +0.77% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.12% | -0.07% | +0.68% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | -0.02% | +50.40% | |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.99% | — | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.27% | +8.91% | |
| 17 | NVT | nVent Electric plc | Stock-Industrials | 0.94% | +0.18% | -16.89% | |
| 18 | AXP | American Express Co | Stock-Financials | 0.92% | -0.12% | +15.67% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.09% | +10.11% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | — | +2.88% | |
| 21 | PNR | Pentair plc | Stock-Industrials | 0.84% | — | -12.05% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.26% | +3.89% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.19% | +23.96% | |
| 24 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.79% | — | +365.01% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.79% | +0.10% | +0.31% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | — | -7.99% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.72% | -0.03% | +3.25% | |
| 28 | CRH | CRH plc | Stock-Materials | 0.72% | -0.02% | -0.18% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.06% | +5.04% | |
| 30 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.70% | +0.06% | -25.32% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.70% | -0.03% | +1.18% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.11% | +4.20% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.67% | — | EXIT | |
| 34 | EME | Emcor Group Inc | Stock-Industrials | 0.66% | +0.02% | -0.71% | |
| 35 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.65% | — | +2.93% | |
| 36 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.64% | -0.33% | +3.41% | |
| 37 | BLKCHF | Blackrock Inc | Stock-Other | 0.64% | — | +14.20% | |
| 38 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.63% | — | -25.51% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.61% | — | +2.77% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.05% | +15.48% | |
| 41 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.58% | — | +3.44% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | -0.30% | +1.96% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.28% | +3.40% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.04% | +36.36% | |
| 45 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.57% | — | +2830.43% | |
| 46 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.56% | -0.04% | +4.34% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.54% | -0.05% | +2.71% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.54% | -0.01% | -14.67% | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.53% | — | NEW | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.14% | +4.23% |
According to official SEC Form 13F filings, Clark Capital Management Group, Inc. reported a total U.S. public equity portfolio value of $18.3B across 387 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including HYG, JNK, SPYM) accounted for 20.2% of total reported equity market value during Q1 2024.
During Q1 2024, Clark Capital Management Group, Inc.'s top holdings by market value included HYG (15.8%)、JNK (4.7%)、SPYM (2.7%). The largest single position, HYG, represented 15.8% of total portfolio value.
In Q1 2024, Clark Capital Management Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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