Clark Financial Services Group Inc Portfolio Holdings

Clark Financial Services Group Inc

  • $141 Million
  • Q1 2025

Clark Financial Services Group Inc has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Million distributed in 161 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 $22.8M, Spdr S&P 500 ETF Trust with a value of $17.3M, Vanguard Value ETF with a value of $13M, Vanguard Growth ETF with a value of $10.3M, and Ishares S&P 500 Growth ETF with a value of $7.25M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $131M to 141M.

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 $141 Million
ETFs: $99.5 Million
Technology: $19.5 Million
Financial Services: $6.33 Million
Healthcare: $3.72 Million
Communication Services: $3.19 Million
Industrials: $3.12 Million
Consumer Cyclical: $2.33 Million
Utilities: $1.11 Million
Other: $2.38 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 161
  • Current Value $141 Million
  • Prior Value $131 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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