Titelia

Holdings of Clark Wealth Partners

565 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.1 % of the equity sleeve

Sector breakdown

  • Technology 4.2 %
  • Industrials 2.5 %
  • Financials 2.1 %
  • Health care 1.7 %
  • Consumer discretionary 1.6 %
  • Consumer staples 1.3 %
  • Funds 1.1 %
  • Energy 1.0 %
  • Communication 0.9 %
  • Utilities 0.7 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 82.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • NL 0.2 %
  • GB 0.0 %
  • TW 0.0 %
  • BE 0.0 %
  • KY 0.0 %
  • FI 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US556134.6M $99.76 %
2NL1264.2K $0.20 %
3GB445.7K $0.03 %
4TW110.2K $0.01 %
5BE13.5K $0.00 %
6KY1905 $0.00 %
7FI1402 $0.00 %

Positions

RankCompanySharesValueWeight
101Bristol-Myers Squibb Co 71743.5K $
102Vanguard Financials ETF 35843.3K $
103Tapestry Inc 29141.1K $
104Mastercard Inc 8241K $
105Chevron Corp 19740.7K $
106Procter & Gamble Co/The 27940.3K $
107iShares MSCI USA Momentum Factor ETF 16439.4K $
108CSX Corp 95839.3K $
109VanEck Semiconductor ETF 10138.9K $
110Select Sector Spdr Trust 93938.3K $
111Vanguard World Fund 16938K $
112State Street SPDR S&P Dividend ETF 25737.5K $
113Gladstone Commercial Corp 3,26037.3K $
114Home Depot Inc/The 10936K $
115State Street Health Care Select Sector SPDR ETF 24335.6K $
116Crowdstrike Holdings Inc 8834.4K $
117Lam Research Corp 16034.2K $
118Realty Income Corp 55634K $
119Vanguard Total Stock Market ETF 10634K $
120Valero Energy Corp 13533.4K $
121RTX Corp 17032.7K $
122Comfort Systems USA Inc 2331.7K $
123BlackRock ETF Trust 86531.3K $
124Vanguard Mid-Cap ETF 10931.3K $
125Victory Capital Holdings Inc 46830.6K $
126NRG Energy Inc 20730.3K $
127BLACKROCK MUN TARGET TERM TR 1,33030.2K $
128Morgan Stanley 18330.1K $
129LPL Financial Holdings Inc 10030.1K $
130Medpace Holdings Inc 6129.3K $
131Oracle Corp 19728.9K $
132Ishares Inc 36028.3K $
133iShares Trust 64927.6K $
134Howmet Aerospace Inc 11827.3K $
135Vanguard Extended Market ETF 13227.2K $
136Monolithic Power Systems Inc 2426.3K $
137Houlihan Lokey Inc 18126K $
138Netflix Inc 27026K $
139Southern Co/The 26725.8K $
140Fortinet Inc 31525.7K $
141US Foods Holding Corp 27725.5K $
142United Rentals Inc 3525.5K $
143Somnigroup International Inc 34125.2K $
144GSK PLC 45225.2K $
145Hilton Worldwide Holdings Inc 8224.9K $
146AMETEK Inc 11624.9K $
147Wells Fargo & Co 30924.6K $
148Select Sector Spdr Trust 15224.6K $
149iShares Silver Trust 36024.5K $
150Tractor Supply Co 53524.2K $
151CAPITAL GROUP MUNICIPAL INCOME ETF 88123.9K $
152Murphy USA Inc 4823.7K $
153DTE Energy Co 16023.6K $
154Cintas Corp 13923.5K $
155State Street Utilities Select Sector SPDR ETF 51023.4K $
156VANGUARD ENERGY ETF VANGUARD ENERGY ETF 13423.1K $
157Vanguard World Fund 12722.8K $
158Axos Financial Inc 26422.5K $
159UL Solutions Inc 26222.5K $
160Vanguard Growth ETF 5122.3K $
161Micron Technology Inc 6522K $
162GE Vernova Inc 2521.8K $
163Federal Signal Corp 20021.6K $
164Atmos Energy Corp 11721.6K $
165DR Horton Inc 15721.5K $
166Woodward Inc 5921.1K $
167Vertiv Holdings Co 8421K $
168Rivian Automotive Inc 1,38620.9K $
169Citigroup Inc 18220.6K $
170Ferguson Enterprises Inc 8720.4K $
171Vanguard Charlotte Funds 41319.8K $
172SSgA Active Trust 49719.6K $
173Vanguard Short-term Bond Etf 25019.6K $
174International Flavors & Fragrances Inc 26519.3K $
175Freedom 100 Emerging Markets E 34719K $
176Union Pacific Corp 7819K $
177Advanced Micro Devices Inc 9318.9K $
178Philip Morris International Inc. 11218.7K $
179CH Robinson Worldwide Inc 11118.5K $
180OSI Systems Inc 6918.3K $
181Patrick Industries Inc 16318.1K $
182O'Reilly Automotive Inc 19217.7K $
183Thermo Fisher Scientific Inc 3617.7K $
184General Electric Co 6117.3K $
185QUALCOMM Inc 13217K $
186SPDR SERIES TRUST 17917K $
187CACI International Inc 3116.9K $
188Ford Motor Co 1,45316.8K $
189HEICO Corp 7816.5K $
190NextEra Energy Inc 17716.5K $
191OneMain Holdings Inc 30316.2K $
192Gilead Sciences Inc 11616.2K $
193Newmont Corp 14916.1K $
194UnitedHealth Group Inc 5916K $
195TopBuild Corp 4515.8K $
196Casella Waste Systems Inc 19815.7K $
197PepsiCo Inc 10115.7K $
198RLI Corp 26615.2K $
199Darling Ingredients Inc 24515.2K $
200Applied Materials Inc 4415K $