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CIK: 0001352187
Total reported value
$18.3B
$18.3B
425 檔
19.6%
The Q1 2025 SEC filing reveals that Clark Capital Management Group, Inc. held a total portfolio value of $18.3B, covering 425 public equity positions.
In Q1 2025, Clark Capital Management Group, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 425 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 13.68% | -1.08% | +6.71% | |
| 2 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 3.72% | -0.26% | -0.61% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.47% | -0.02% | +3.29% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | +0.01% | +3435.17% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.03% | +0.79% | -5.23% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.57% | -0.06% | +3.32% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | — | +8.43% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.13% | -5.73% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.01% | +13.07% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | -0.38% | +3.47% | |
| 11 | CB | Chubb Limited | Stock-Financials | 1.24% | -0.07% | +7.19% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | -0.19% | -10.09% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.12% | — | +35.39% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.09% | +1.95% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 0.94% | -0.18% | -2.30% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | — | -4.72% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.27% | -0.83% | |
| 18 | AIZ | Assurant Inc | Stock-Financials | 0.91% | +0.13% | -0.80% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.52% | +2.01% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.26% | +4.25% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.21% | -1.26% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | -0.63% | +14551.97% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.26% | +17.42% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.83% | — | +56.15% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | -0.02% | +89.35% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.81% | -0.12% | -27.77% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.80% | +0.09% | +2.45% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.11% | +18.99% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.74% | -0.03% | +0.53% | |
| 30 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.74% | -0.07% | — | |
| 31 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 0.72% | +0.03% | +1.75% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.71% | -0.03% | -20.97% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | — | +31.56% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.28% | +0.19% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.68% | -0.04% | +0.29% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.68% | -0.01% | -0.83% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.68% | -0.03% | +3.38% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | +0.14% | +0.33% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.04% | +9.61% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.05% | +23.41% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.59% | -0.05% | +2.92% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.14% | +22.47% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.57% | -0.34% | +0.53% | |
| 44 | CRH | CRH plc | Stock-Materials | 0.56% | -0.02% | -10.10% | |
| 45 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.54% | -0.15% | +6.64% | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.54% | — | +0.06% | |
| 47 | GE | General Electric | Stock-Industrials | 0.54% | -0.03% | -1.21% | |
| 48 | FITB | Fifth Third Bancorp | Stock-Financials | 0.54% | +0.12% | -11.74% | |
| 49 | FTV | Fortive CORP | Stock-Tech | 0.54% | — | +1.67% | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.53% | — | -3.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 2 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 11 | CB | Chubb Limited | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 15 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | AIZ | Assurant Inc | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | AVGO | Broadcom Inc | — | NEW | New buy |
| 22 | ABBV | Abbvie Inc | — | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 24 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 25 | KO | Coca-cola Co/the | — | NEW | New buy |
| 26 | AXP | American Express Co | — | NEW | New buy |
| 27 | MS | Morgan Stanley | — | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 29 | LIN | Linde plc | — | NEW | New buy |
| 30 | IWX | Ishares Russell Top 200 Valu | — | NEW | New buy |
| 31 | SMFG | Sumitomo Mitsui-spons Adr | — | NEW | New buy |
| 32 | BLK | Blackrock Inc | — | NEW | New buy |
| 33 | PM | Philip Morris International | — | NEW | New buy |
| 34 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 35 | SO | Southern Co/the | — | NEW | New buy |
| 36 | AFL | Aflac Inc | — | NEW | New buy |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | New buy |
| 38 | BAC | Bank Of America CORP | — | NEW | New buy |
| 39 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 40 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 41 | PLD | Prologis Inc | — | NEW | New buy |
| 42 | CVX | Chevron CORP | — | NEW | New buy |
| 43 | MCK | Mckesson CORP | — | NEW | New buy |
| 44 | CRH | CRH plc | — | NEW | New buy |
| 45 | BBVA | Banco Bilbao Vizcaya-sp Adr | — | NEW | New buy |
| 46 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 47 | GE | General Electric | — | NEW | New buy |
| 48 | FITB | Fifth Third Bancorp | — | NEW | New buy |
| 49 | FTV | Fortive CORP | — | NEW | New buy |
| 50 | FISV | Fiserv Inc | — | NEW | New buy |
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 425 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HYG, JNK, SPYM) accounted for 19.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
HYG
市值: $1.9B
During Q1 2025, Clark Capital Management Group, Inc.'s top holdings by market value included HYG (13.7%)、JNK (3.7%)、SPYM (3.5%). The largest single position, HYG, represented 13.7% of total portfolio value.
In Q1 2025, Clark Capital Management Group, Inc. made 50 total portfolio adjustments, initiating 50 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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