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CIK: 0001001011
Total reported value
$211.8M
$211.8M
100 檔
36.2%
During the Q2 2025 filing period, Clark Financial Services Group Inc /bd (CIK: 0001001011) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.8M across 100 reported positions.
In Q2 2025, Clark Financial Services Group Inc /bd displayed an active expansion posture, initiating 6 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.48% | +0.03% | -6.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.96% | -0.16% | +1.66% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.05% | -0.03% | -1.77% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.29% | +0.47% | -2.85% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.32% | +0.33% | +0.61% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.05% | -0.36% | -0.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.12% | +0.52% | |
| 8 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 2.58% | +0.04% | +0.54% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.47% | +0.11% | -3.91% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.43% | +0.24% | +1.33% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.38% | +0.15% | +1.04% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.15% | — | +0.81% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.00% | -0.28% | +29.67% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.97% | +0.45% | +29.93% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.93% | — | +105.92% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.68% | +0.03% | -2.95% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.17% | — | -3.13% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | +0.05% | +3.66% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.06% | -1.52% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.94% | — | +0.44% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.08% | +4.80% | |
| 22 | KNF | Knife River CORP | Stock-Materials | 0.66% | -0.06% | — | |
| 23 | AEE | Ameren Corporation | Stock-Utilities | 0.62% | -0.07% | +18.02% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.03% | +3.50% | |
| 25 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.54% | -0.07% | — | |
| 26 | ECG | Everus Construction Group | Stock-Industrials | 0.51% | +0.18% | — | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.05% | +4.02% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.45% | +0.01% | +0.57% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.22% | -0.47% | |
| 30 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 0.42% | — | -2.39% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.37% | -0.09% | +0.18% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | — | +2.36% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.34% | -0.31% | EXIT | |
| 34 | EWBC | East West Bancorp Inc | Stock-Financials | 0.34% | -0.37% | EXIT | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +0.51% | +9.65% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.32% | +2.24% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.02% | — | |
| 38 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.33% | +0.06% | -0.43% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.33% | +2.23% | +3.44% | |
| 40 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.33% | -0.41% | EXIT | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.33% | -0.02% | — | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | +0.04% | +1.04% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.31% | -0.23% | EXIT | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.13% | -1.34% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.30% | +0.71% | +0.85% | |
| 46 | CASS | Cass Information Systems Inc | Stock-Other | 0.29% | +0.01% | — | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.29% | +0.29% | +0.83% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.28% | -0.06% | +4.93% | |
| 49 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.28% | — | +0.73% | |
| 50 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.27% | — | +202.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +0.9% | +105.92% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.6% | +29.93% | Add |
| 3 | XLC | Ss Comm Select Sector Spdr | +0.5% | +29.67% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | +0.52% | Add |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +0.61% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | +0.2% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.2% | -1.52% | Trim |
| 10 | ECG | Everus Construction Group | +0.2% | — | Unchanged |
| 11 | MPC | Marathon Petroleum CORP | +0.2% | NEW | New buy |
| 12 | VUG | Vanguard Growth ETF | +0.1% | -2.85% | Trim |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.33% | Add |
| 14 | AMP | Ameriprise Financial Inc | +0.1% | NEW | New buy |
| 15 | AVGO | Broadcom Inc | +0.1% | -0.47% | Trim |
| 16 | ORCL | Oracle CORP | +0.1% | +0.57% | Add |
| 17 | HAS | Hasbro Inc | +0.1% | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +3.50% | Add |
| 19 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +344.79% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +2.24% | Add |
| 21 | MU | Micron Technology Inc | +0.1% | +3.44% | Add |
| 22 | AMAT | Applied Materials Inc | +0.1% | +9.65% | Add |
| 23 | INTU | Intuit Inc | +0.1% | +12.70% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | +0.85% | Add |
| 25 | IBM | Intl Business Machines CORP | 0% | -2.95% | Trim |
| 26 | DELL | Dell Technologies -c | 0% | +0.94% | Add |
| 27 | ARKB | Ark 21shares Bitcoin ETF | 0% | +202.17% | Add |
| 28 | EWBC | East West Bancorp Inc | 0% | +10.98% | Add |
| 29 | TPR | Tapestry Inc | 0% | +0.73% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +5.80% | Add |
| 31 | ANET | Arista Networks Inc | 0% | +1.08% | Add |
| 32 | CAH | Cardinal Health Inc | 0% | -0.43% | Trim |
| 33 | AMZN | Amazon.com Inc | 0% | +2.36% | Add |
| 34 | PANW | Palo Alto Networks Inc | 0% | +0.83% | Add |
| 35 | AEE | Ameren Corporation | — | +18.02% | Add |
| 36 | VOT | Vanguard Mid-cap Growth ETF | 0% | -3.91% | Trim |
| 37 | VBK | Vanguard Small-cap Grwth ETF | 0% | +0.44% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.66% | Add |
| 39 | MA | Mastercard Inc - A | 0% | +4.80% | Add |
| 40 | IVOG | Vanguard S&p Mid-cap 400 Gro | -0.1% | +0.54% | Add |
| 41 | IWM | Ishares Russell 2000 ETF | -0.1% | +1.04% | Add |
| 42 | V | Visa Inc-class A Shares | -0.1% | +3.66% | Add |
| 43 | BMY | Bristol-myers Squibb Co | -0.1% | +1.04% | Add |
| 44 | TGTX | Tg Therapeutics Inc | -0.1% | -2.39% | Trim |
| 45 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -43.00% | Trim |
| 46 | KNF | Knife River CORP | -0.2% | — | Unchanged |
| 47 | AMGN | Amgen Inc | -0.2% | EXIT | Sold out |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.4% | +0.81% | Add |
| 49 | AAPL | Apple Inc | -0.9% | -0.67% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | -1.3% | -6.34% | Trim |
According to official SEC Form 13F filings, Clark Financial Services Group Inc /bd reported a total U.S. public equity portfolio value of $211.8M across 100 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 VOO, SPY, VTV) accounted for 36.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
UNH
市值: $420.2K
Top Position Liquidated / Trimmed
AMGN
前期市值: $273.5K
During Q2 2025, Clark Financial Services Group Inc /bd's top holdings by market value included VOO (14.5%)、SPY (12.0%)、VTV (8.1%). The largest single position, VOO, represented 14.5% of total portfolio value.
In Q2 2025, Clark Financial Services Group Inc /bd made 48 total portfolio adjustments, initiating 6 new buys, adding to 31 positions, trimming 10 holdings, and fully liquidating 1 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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