Top 50 Clark Financial Services Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11.27% | 34.8K | $23.9M | +0.20%(+69) | $291.20(+144.74%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.32% | 29.3K | $21.9M | -1.57%(-467) | $546.75(+41.81%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 8.33% | 204.8K | $17.6M | +2.81%(+5.59K) | $45.46(+96.16%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.19% | 69.9K | $15.2M | +3.00%(+2.04K) | $113.02(+101.30%) | 2026-06-30 | |
| IVW | ISHARES TR | 6.71% | 103.4K | $14.2M | -0.74%(-773) | $102.79(+37.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.67% | 26.9K | $7.8M | -8.13%(-2.38K) | $98.83(+209.00%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.38% | 23.8K | $7.2M | -0.97%(-234) | $222.87(+36.29%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 3.29% | 36.8K | $7.0M | +0.01%(+3) | $156.68(+42.69%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.17% | 5.8K | $6.7M | +13.43%(+689) | $196.07(+417.55%) | 2026-06-30 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 2.45% | 35.4K | $5.2M | -0.32%(-113) | $107.97(+36.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.75% | +71.72% | +17.55% | +124.47% |
| Top 20 Holdings Unweighted | +21.17% | +77.91% | +16.18% | +111.66% |
Clark Financial Services Group INC reports $211.83M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are VOO (11.3%), SPY (10.3%) and VUG (8.3%). The top 20 holdings account for 76.74% of reported assets. Its disclosed equity book has returned +71.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clark Financial Services Group INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1001011). View Clark Financial Services Group INCโs 13F filings on SEC