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CIK: 0001001011
Total reported value
$214.2M
$214.2M
96 檔
43.3%
According to the latest 13F quarterly dataset, Clark Financial Services Group Inc /bd managed an equity portfolio of $214.2M at the end of Q2 2026, spanning 96 distinct U.S. exchange-listed positions.
Clark Financial Services Group Inc /bd executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 21 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.27% | +0.32% | +0.20% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.32% | +0.15% | -1.57% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.33% | +0.27% | +516.84% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.19% | -0.17% | +3.00% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.71% | +0.20% | -0.74% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.56% | -8.13% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.38% | -0.29% | -0.97% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 3.29% | -0.85% | -31.36% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 3.17% | -0.26% | +13.43% | |
| 10 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 2.45% | -0.17% | -0.32% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.42% | — | -0.24% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.24% | -2.24% | EXIT | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.00% | -0.12% | +2.06% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | +0.68% | +6.90% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.66% | -0.14% | +0.54% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.54% | +0.11% | +0.41% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.49% | -1.49% | EXIT | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 1.41% | -0.33% | +13.13% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.17% | +5.48% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.15% | -0.34% | -2.13% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.06% | -0.25% | +1.40% | |
| 22 | ECG | Everus Construction Group | Stock-Industrials | 1.02% | -0.30% | — | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 0.93% | +0.25% | +11.29% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.06% | +6.48% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.04% | +32.26% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | +0.04% | -0.71% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.01% | +14.05% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.06% | +8.19% | |
| 29 | AEE | Ameren Corporation | Stock-Utilities | 0.56% | -0.07% | +0.22% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.12% | +16.79% | |
| 31 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.52% | -0.07% | — | |
| 32 | KNF | Knife River CORP | Stock-Materials | 0.52% | -0.21% | — | |
| 33 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.51% | — | +17.44% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | +0.16% | +9.15% | |
| 35 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.42% | -0.09% | +20.00% | |
| 36 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.40% | -0.08% | +9.94% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.38% | +0.01% | +16.86% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.38% | +0.11% | +14.56% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.36% | +0.18% | +14.04% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | -0.01% | — | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.34% | -0.03% | +21.16% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.17% | -2.34% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.33% | +0.01% | +18.14% | |
| 44 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.32% | — | +18.24% | |
| 45 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.30% | -0.03% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.15% | +1.28% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.02% | -27.47% | |
| 48 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.29% | — | -1.97% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.28% | +0.16% | -1.51% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | -0.27% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.2% | +13.43% | Add |
| 2 | LRCX | Lam Research CORP | +0.7% | +13.13% | Add |
| 3 | DELL | Dell Technologies -c | +0.6% | +11.29% | Add |
| 4 | AMAT | Applied Materials Inc | +0.5% | -2.13% | Trim |
| 5 | VUG | Vanguard Growth ETF | +0.5% | +516.84% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.5% | +0.23% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -0.74% | Trim |
| 8 | CBSH | Commerce Bancshares Inc | +0.3% | NEW | New buy |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | +16.79% | Add |
| 10 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +9.94% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.24% | Trim |
| 12 | AVGO | Broadcom Inc | +0.2% | +32.26% | Add |
| 13 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 14 | ECG | Everus Construction Group | +0.2% | — | Unchanged |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +14.04% | Add |
| 16 | IWM | Ishares Russell 2000 ETF | +0.2% | -0.97% | Trim |
| 17 | PI | Impinj Inc | +0.2% | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.05% | Add |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +20.00% | Add |
| 20 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +2.06% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | +14.56% | Add |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | NPO | Enpro Inc | +0.1% | NEW | New buy |
| 24 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 25 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 26 | CDNS | Cadence Design Sys Inc | +0.1% | +18.24% | Add |
| 27 | APLD | Applied Digital CORP | +0.1% | +14.38% | Add |
| 28 | SNOW | Snowflake Inc | +0.1% | +10.20% | Add |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | +0.94% | Add |
| 30 | GLXY | Galaxy Digital Inc-a | +0.1% | +14.12% | Add |
| 31 | NVDA | Nvidia CORP | +0.1% | +5.48% | Add |
| 32 | CAH | Cardinal Health Inc | +0.1% | +17.44% | Add |
| 33 | LLY | Eli Lilly & Co | +0.1% | +17.29% | Add |
| 34 | V | Visa Inc-class A Shares | +0.1% | +6.48% | Add |
| 35 | ABBV | Abbvie Inc | +0.1% | +8.19% | Add |
| 36 | IVOG | Vanguard S&p Mid-cap 400 Gro | 0% | -0.32% | Trim |
| 37 | MO | Altria Group Inc | 0% | +16.86% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +0.20% | Add |
| 39 | IBM | Intl Business Machines CORP | 0% | +1.40% | Add |
| 40 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 41 | BNY | Bank Of New York Mellon CORP | 0% | -1.97% | Trim |
| 42 | MRK | Merck & Co. Inc. | 0% | +13.30% | Add |
| 43 | AMGN | Amgen Inc | 0% | +17.85% | Add |
| 44 | ARCC | Ares Capital CORP | 0% | +19.45% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +16.77% | Add |
| 46 | XLI | Ss Industrial Select Sector | 0% | +0.54% | Add |
| 47 | ORCL | Oracle CORP | 0% | +18.14% | Add |
| 48 | CASS | Cass Information Systems Inc | 0% | — | Unchanged |
| 49 | BBT | Beacon Financial CORP | 0% | +16.43% | Add |
| 50 | RF | Regions Financial CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Clark Financial Services Group Inc /bd reported a total U.S. public equity portfolio value of $214.2M across 96 disclosed positions in Q2 2026.
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, VUG) accounted for 43.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
CBSH
市值: $642.5K
Top Position Liquidated / Trimmed
IBKR
前期市值: $757.6K
During Q2 2026, Clark Financial Services Group Inc /bd's top holdings by market value included VOO (11.3%)、SPY (10.3%)、VUG (8.3%). The largest single position, VOO, represented 11.3% of total portfolio value.
In Q2 2026, Clark Financial Services Group Inc /bd made 107 total portfolio adjustments, initiating 7 new buys, adding to 55 positions, trimming 24 holdings, and fully liquidating 21 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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