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CIK: 0001352187
Total reported value
$18.3B
$18.3B
443 檔
17.1%
During the Q3 2025 filing period, Clark Capital Management Group, Inc. (CIK: 0001352187) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $18.3B across 443 reported positions.
In Q3 2025, Clark Capital Management Group, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 443 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 8.80% | -1.08% | +0.97% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.76% | -0.02% | +1.18% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | +0.13% | +11.16% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.79% | +7.59% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | — | -3.39% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.01% | +54.00% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.14% | -0.26% | +1.80% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | -0.19% | +22.08% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.01% | +4.80% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.53% | -0.06% | +3.24% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.48% | +0.21% | -4.20% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.09% | +4.59% | |
| 13 | NVT | nVent Electric plc | Stock-Industrials | 1.13% | +0.18% | +2.43% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.05% | +19.62% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | -0.63% | +14.96% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 0.97% | +0.09% | +11.24% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | -0.38% | +1.29% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.52% | +6.00% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | — | -5.77% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 0.86% | -0.18% | -11.49% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.84% | -0.12% | -5.36% | |
| 22 | CRH | CRH plc | Stock-Materials | 0.82% | -0.02% | +1.85% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | — | +2.30% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.26% | -16.57% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.80% | +0.28% | +1.56% | |
| 26 | CB | Chubb Limited | Stock-Financials | 0.78% | -0.07% | -23.90% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.27% | +2.29% | |
| 28 | GE | General Electric | Stock-Industrials | 0.73% | -0.03% | +1.68% | |
| 29 | EME | Emcor Group Inc | Stock-Industrials | 0.72% | +0.02% | -5.59% | |
| 30 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.70% | +0.29% | -24.38% | |
| 31 | CLS | Celestica Inc | Stock-Tech | 0.70% | +0.06% | -26.32% | |
| 32 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.69% | -0.15% | +2.01% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.68% | — | -9.60% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.68% | -0.03% | +1.36% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.19% | -6.36% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.11% | +0.26% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.02% | -3.77% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.65% | — | -61.31% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | +0.03% | +0.60% | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.62% | — | +94.22% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | +0.14% | +1.44% | |
| 42 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.60% | -0.14% | +1.86% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.58% | -0.34% | +2.20% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.57% | -0.08% | +36.16% | |
| 45 | TD | Toronto-dominion Bank | Stock-Financials | 0.57% | -0.05% | +30.61% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.56% | -0.23% | -15.66% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.03% | +1.45% | |
| 48 | CW | Curtiss-wright CORP | Stock-Industrials | 0.56% | — | +1.54% | |
| 49 | FITB | Fifth Third Bancorp | Stock-Financials | 0.55% | +0.12% | +1.40% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.55% | -0.05% | +1.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | +11.16% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +22.08% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | -3.39% | Add |
| 4 | NVT | nVent Electric plc | +0.7% | +2.43% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | -6.36% | Add |
| 6 | AVGO | Broadcom Inc | +0.6% | -4.20% | Trim |
| 7 | STRL | Sterling Infrastructure Inc | +0.6% | -24.38% | Add |
| 8 | TD | Toronto-dominion Bank | +0.6% | +30.61% | Add |
| 9 | RTX | Rtx CORP | +0.5% | +1.83% | Add |
| 10 | SAN | Banco Santander Sa-spon Adr | +0.5% | +26.19% | Add |
| 11 | JNJ | Johnson & Johnson | +0.5% | +19.62% | Add |
| 12 | WTFC | Wintrust Financial CORP | +0.4% | +27.12% | Add |
| 13 | AZNN | Astrazeneca Plc-spons Adr | +0.4% | +94.22% | Add |
| 14 | IBM | Intl Business Machines CORP | +0.4% | +1.52% | Add |
| 15 | CBOE | Cboe Global Markets Inc | +0.4% | +2.58% | Add |
| 16 | ABT | Abbott Laboratories | +0.4% | -37.95% | Add |
| 17 | AAPL | Apple Inc | +0.4% | +7.59% | Add |
| 18 | HD | Home Depot Inc | +0.4% | +1552.85% | Add |
| 19 | LRN | Stride Inc | +0.4% | +81.92% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.4% | +4.80% | Add |
| 21 | CLS | Celestica Inc | +0.4% | -26.32% | Trim |
| 22 | NFG | National Fuel Gas Co | +0.3% | +46.14% | Add |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +1.18% | Add |
| 24 | CRH | CRH plc | +0.3% | +1.85% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.3% | +4.59% | Add |
| 26 | ESI | Element Solutions Inc | -0.4% | +148.54% | Trim |
| 27 | FISV | Fiserv Inc | -0.4% | +2.20% | Trim |
| 28 | BMY | Bristol-myers Squibb Co | -0.4% | +12.85% | Trim |
| 29 | SPMO | Invesco S&p 500 Momentum ETF | -0.5% | -61.31% | Trim |
| 30 | AIZ | Assurant Inc | -0.5% | +2.06% | Trim |
| 31 | UNH | Unitedhealth Group Inc | -0.9% | -94.98% | Trim |
| 32 | JNK | Ss Spdr Bb High Yield Bond | -1.6% | +1.80% | Trim |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -4.9% | +0.97% | Trim |
| 34 | IWX | Ishares Russell Top 200 Valu | — | EXIT | Sold out |
| 35 | LDOS | Leidos Holdings Inc | — | NEW | New buy |
| 36 | TEL | TE Connectivity plc | — | NEW | New buy |
| 37 | USHY | Ishares Broad Usd High Yield | — | EXIT | Sold out |
| 38 | FTV | Fortive CORP | — | EXIT | Sold out |
| 39 | IWY | Ishares Russell Top 200 Grow | — | NEW | New buy |
| 40 | ALLE | Allegion plc | — | NEW | New buy |
| 41 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 42 | CPA | Copa Holdings, S.A. | — | NEW | New buy |
| 43 | STNE | StoneCo Ltd. | — | NEW | New buy |
| 44 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 45 | RPRX | Royalty Pharma plc | — | NEW | New buy |
| 46 | GSK | Gsk Plc-spon Adr | — | EXIT | Sold out |
| 47 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 48 | CARR | Carrier Global CORP | — | NEW | New buy |
| 49 | BYD | Boyd Gaming CORP | — | NEW | New buy |
| 50 | KO | The Coca-Cola Company | — | EXIT | Sold out |
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 443 disclosed positions in Q3 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 17.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
LDOS
市值: $81.6M
Top Position Liquidated / Trimmed
IWX
前期市值: $102.8M
During Q3 2025, Clark Capital Management Group, Inc.'s top holdings by market value included HYG (8.8%)、SPYM (3.8%)、MSFT (2.4%). The largest single position, HYG, represented 8.8% of total portfolio value.
In Q3 2025, Clark Capital Management Group, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 6 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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