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CLARK FINANCIAL SERVICES GROUP INC /BD 13F portfolio summary

CLARK FINANCIAL SERVICES GROUP INC /BD of CLARK FINANCIAL SERVICES GROUP INC /BD has 96 current stock holdings with a reported portfolio value of $211.8M. The portfolio 1 year return is +14.41%. Top holdings include VOO (11.27%), SPY (10.32%), VUG (8.33%), VTV (7.19%), IVW (6.71%).

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CLARK FINANCIAL SERVICES GROUP INC /BD

CLARK FINANCIAL SERVICES GROUP INC /BD
Latest filing: 2026-06-30

CLARK FINANCIAL SERVICES GROUP INC /BD runs CLARK FINANCIAL SERVICES GROUP INC /BD and currently holds 96 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $211.83M. Their top holdings are VOO, SPY, VUG, VTV, IVW. The top five represent 43.8% of reported portfolio weight. CLARK FINANCIAL SERVICES GROUP INC /BD ranks #501 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLARK FINANCIAL SERVICES GROUP INC /BD initiated 5 new positions. They added to 56 existing positions. They trimmed 23 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
VOO11.3%
SPY10.3%
VUG8.3%
VTV7.2%
IVW6.7%
Top 5: 43.8%
Portfolio Returns
1 Year
+14.41%
#883/1000
3 Year
+54.18%
#670/1000
5 Year
+93.78%
#313/1000

Portfolio Value

$211.83M

Alpha Score

57.6

#501 of 1000

Holdings

96

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96 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VOO
VANGUARD INDEX FDS
11.27%$335.93$703.77+109.50%
Added
+0.20%
SPY
STATE STR SPDR S&P 500 ETF T
10.32%$549.30$765.62+39.38%
Trimmed
-1.57%
VUG
VANGUARD INDEX FDS
8.33%$116.71$87.49-25.04%
Added
+516.84%
VTV
VANGUARD INDEX FDS
7.19%$132.02$226.35+71.45%
Added
+3.00%
IVW
ISHARES TR
6.71%$103.73$138.86+33.87%
Trimmed
-0.74%
AAPL
APPLE INC
3.67%$142.88$309.35+116.51%
Trimmed
-8.13%
IWM
ISHARES TR
3.38%$227.95$299.93+31.58%
Trimmed
-0.97%
RTX
RTX CORPORATION
3.29%$167.33$209.91+25.45%
Added
+0.01%
MU
MICRON TECHNOLOGY INC
3.17%$240.65$966.78+301.74%
Added
+13.43%
IVOG
VANGUARD ADMIRAL FDS INC
2.45%$103.30$143.76+39.16%
Trimmed
-0.32%

Showing 1-10 of 96