Clark Financial Services Group Inc Portfolio Holdings

Clark Financial Services Group Inc

  • $159 Million
  • Q2 2025

Clark Financial Services Group Inc has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $159 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $23.6M, Spdr S&P 500 ETF Trust with a value of $19.5M, Vanguard Value ETF with a value of $13.1M, Vanguard Growth ETF with a value of $11.9M, and Ishares S&P 500 Growth ETF with a value of $8.66M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $141M to 159M.

Clark Financial Services Group Inc is based out at Chesterfield, MO

Below you can find more details about Clark Financial Services Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $111 Million
Technology: $22.5 Million
Financial Services: $7.21 Million
Healthcare: $3.78 Million
Communication Services: $3.71 Million
Industrials: $3.34 Million
Consumer Cyclical: $3.16 Million
Consumer Defensive: $1.47 Million
Other: $2.73 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.6 Million 14.81% of portfolio
41,469
Q2 2025 Reduced 6.34%
$0
$19.5 Million 12.23% of portfolio
31,490
Q2 2025 Added 1.66%
$0
$13.1 Million 8.23% of portfolio
74,122
Q2 2025 Reduced 1.77%
$0
$11.9 Million 7.45% of portfolio
27,038
Q2 2025 Reduced 2.85%
$0
$8.66 Million 5.44% of portfolio
78,614
Q2 2025 Added 0.61%
$0
$4.2 Million 2.64% of portfolio
37,144
Q2 2025 Added 0.54%
$0
$4.02 Million 2.52% of portfolio
14,119
Q2 2025 Reduced 3.91%
$0
$3.95 Million 2.48% of portfolio
7,152
Q2 2025 Added 1.33%
$0
$3.87 Million 2.43% of portfolio
17,916
Q2 2025 Added 1.04%
$0
$3.49 Million 2.19% of portfolio
131,700
Q2 2025 Added 0.81%
$0
$3.25 Million 2.04% of portfolio
29,947
Q2 2025 Added 29.67%
$0
$3.2 Million 2.01% of portfolio
12,642
Q2 2025 Added 29.93%
$0
$3.14 Million 1.97% of portfolio
59,952
Q2 2025 Added 105.92%
$0
$1.9 Million 1.19% of portfolio
11,530
Q2 2025 Reduced 3.13%
$0
$1.52 Million 0.96% of portfolio
5,503
Q2 2025 Added 0.44%
$0
$429,000 0.27% of portfolio
691
Q2 2025 Added 0.58%
$0
$366,000 0.23% of portfolio
6,165
Q2 2025 Added 0.75%
$0
$345,000 0.22% of portfolio
1,136
Q1 2025 Reduced 62.28%
$0
$276,000 0.17% of portfolio
5,632
Q3 2024 New
$106B
$238,000 0.15% of portfolio
782
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $159 Million
  • Prior Value $141 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Clark Financial Services Group Inc Portfolio

Follow Clark Financial Services Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clark Financial Services Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Clark Financial Services Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email