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CIK: 0001352187
Total reported value
$18.3B
$18.3B
415 檔
15.9%
According to the latest 13F quarterly dataset, Clark Capital Management Group, Inc. managed an equity portfolio of $18.3B at the end of Q2 2025, spanning 415 distinct U.S. exchange-listed positions.
In Q2 2025, Clark Capital Management Group, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 415 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 9.59% | -1.08% | -29.14% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | -0.02% | +3.14% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | +0.13% | +27.34% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.31% | -0.26% | -37.19% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | — | +6.17% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.79% | +9.92% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.74% | — | +32.27% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.01% | +6.69% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.54% | -0.06% | -8.34% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.01% | -51.81% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | +0.21% | +4.29% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | -0.19% | +5.30% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.09% | +7.25% | |
| 14 | CB | Chubb Limited | Stock-Financials | 1.17% | -0.07% | +1.56% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.26% | +16.26% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 0.99% | -0.18% | -5.13% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.95% | -0.12% | +2.13% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.95% | -0.38% | -31.05% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 0.94% | — | +19.48% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.94% | — | -0.53% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.52% | -5.38% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | — | +2.11% | |
| 23 | NVT | nVent Electric plc | Stock-Industrials | 0.91% | +0.18% | +61.23% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.86% | +0.09% | -8.62% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.27% | +1.47% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | -0.02% | +2.36% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.05% | +49.05% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.63% | +5.80% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.11% | +4.74% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.73% | -0.03% | +1.07% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.19% | +10781.06% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.28% | -22.94% | |
| 33 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.70% | -0.23% | +40.31% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | — | +14887.34% | |
| 35 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.70% | +0.29% | +239.50% | |
| 36 | EME | Emcor Group Inc | Stock-Industrials | 0.70% | +0.02% | +3.61% | |
| 37 | CRH | CRH plc | Stock-Materials | 0.68% | -0.02% | +21.76% | |
| 38 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 0.68% | +0.03% | +0.33% | |
| 39 | GE | General Electric | Stock-Industrials | 0.68% | -0.03% | +1.51% | |
| 40 | CLS | Celestica Inc | Stock-Tech | 0.67% | +0.06% | -0.23% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | +0.03% | -0.15% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | +0.14% | -10.69% | |
| 43 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.60% | -0.15% | +1.14% | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.60% | -0.34% | +0.46% | |
| 45 | FITB | Fifth Third Bancorp | Stock-Financials | 0.55% | +0.12% | +1.87% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.03% | -28.14% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.55% | -0.05% | +1.66% | |
| 48 | CW | Curtiss-wright CORP | Stock-Industrials | 0.55% | — | -17.71% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.55% | -0.04% | +2.03% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.53% | -0.04% | -19.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +27.34% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +6.17% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +10781.06% | Add |
| 4 | ABT | Abbott Laboratories | +0.7% | +14887.34% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.6% | +32.27% | Add |
| 6 | STRL | Sterling Infrastructure Inc | +0.6% | +239.50% | Add |
| 7 | AVGO | Broadcom Inc | +0.6% | +4.29% | Add |
| 8 | RTX | Rtx CORP | +0.5% | +4511.97% | Add |
| 9 | NVT | nVent Electric plc | +0.5% | +61.23% | Add |
| 10 | MTUM | Ishares Msci USA Momentum Fa | +0.5% | NEW | New buy |
| 11 | LDOS | Leidos Holdings Inc | +0.5% | NEW | New buy |
| 12 | ITOT | Ishares Core S&p Total U.s. | +0.5% | NEW | New buy |
| 13 | WSM | Williams-sonoma Inc | +0.5% | NEW | New buy |
| 14 | IBM | Intl Business Machines CORP | +0.5% | +3057.91% | Add |
| 15 | CARR | Carrier Global CORP | +0.4% | NEW | New buy |
| 16 | TD | Toronto-dominion Bank | +0.4% | +10924.85% | Add |
| 17 | NTES | Netease Inc-adr | +0.4% | NEW | New buy |
| 18 | TEL | TE Connectivity plc | +0.4% | NEW | New buy |
| 19 | CBOE | Cboe Global Markets Inc | +0.4% | +5727.56% | Add |
| 20 | STNE | StoneCo Ltd. | +0.4% | NEW | New buy |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +3.14% | Add |
| 22 | WTFC | Wintrust Financial CORP | +0.4% | +786.39% | Add |
| 23 | PGR | Progressive CORP | +0.4% | +992.55% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.3% | +7.25% | Add |
| 25 | SAN | Banco Santander Sa-spon Adr | +0.3% | +32741.37% | Add |
| 26 | CLS | Celestica Inc | +0.3% | -0.23% | Trim |
| 27 | CPA | Copa Holdings, S.A. | +0.3% | NEW | New buy |
| 28 | JPM | Jpmorgan Chase & Co | +0.3% | +6.69% | Add |
| 29 | ALSN | Allison Transmission Holding | +0.3% | +687.81% | Add |
| 30 | COST | Costco Wholesale CORP | +0.3% | +554.16% | Add |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +127.28% | Add |
| 32 | MDT | Medtronic plc | -0.3% | EXIT | Sold out |
| 33 | ACN | Accenture plc | -0.3% | -89.77% | Trim |
| 34 | GD | General Dynamics CORP | -0.3% | EXIT | Sold out |
| 35 | NEE | Nextera Energy Inc | -0.3% | -93.45% | Trim |
| 36 | FISV | Fiserv Inc | -0.3% | -46.35% | Trim |
| 37 | TAP | Molson Coors Beverage Co - B | -0.3% | EXIT | Sold out |
| 38 | DECK | Deckers Outdoor CORP | -0.4% | EXIT | Sold out |
| 39 | KO | The Coca-Cola Company | -0.4% | EXIT | Sold out |
| 40 | ESI | Element Solutions Inc | -0.4% | -93.70% | Trim |
| 41 | JD | Jd.com Inc-adr | -0.4% | EXIT | Sold out |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.4% | -31.05% | Trim |
| 43 | BMY | Bristol-myers Squibb Co | -0.4% | -99.46% | Trim |
| 44 | AIZ | Assurant Inc | -0.5% | -49.46% | Trim |
| 45 | USHY | Ishares Broad Usd High Yield | -0.5% | EXIT | Sold out |
| 46 | UNH | Unitedhealth Group Inc | -0.6% | -38.62% | Trim |
| 47 | IWX | Ishares Russell Top 200 Valu | -0.7% | EXIT | Sold out |
| 48 | IVV | Ishares Core S&p 500 ETF | -1.4% | -51.81% | Trim |
| 49 | JNK | Ss Spdr Bb High Yield Bond | -1.4% | -37.19% | Trim |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -4.1% | -29.14% | Trim |
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 415 disclosed positions in Q2 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, SPYM, MSFT) accounted for 15.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
MTUM
市值: $69.1M
Top Position Liquidated / Trimmed
IWX
前期市值: $102.8M
During Q2 2025, Clark Capital Management Group, Inc.'s top holdings by market value included HYG (9.6%)、SPYM (3.8%)、MSFT (2.3%). The largest single position, HYG, represented 9.6% of total portfolio value.
In Q2 2025, Clark Capital Management Group, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 8 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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