Clark Asset Management, LLC Portfolio Holdings

Clark Asset Management, LLC

  • $596 Billion
  • Q1 2025

Clark Asset Management, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $596 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $94.3B, Vanguard Growth ETF with a value of $62.2B, Vanguard Value ETF with a value of $61B, Vanguard Ftse Emerging Mkts Et with a value of $33.3B, and Vanguard Total International B with a value of $27.2B.

Examining the 13F form we can see an increase of $61B in the current position value, from $535B to 596B.

Clark Asset Management, LLC is based out at Stratham, NH

Below you can find more details about Clark Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $596 Billion
ETFs: $526 Billion
Technology: $25.4 Billion
Financial Services: $9.92 Billion
Consumer Cyclical: $6.24 Billion
Communication Services: $5.12 Billion
Healthcare: $2.64 Billion
Consumer Defensive: $1.02 Billion
Energy: $582 Million
Other: $201 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $596 Billion
  • Prior Value $535 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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