Clark Asset Management, LLC
All 13F Filings
- Location
- Stratham, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 963,284
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 237 | 963,284 | 13F-HR | Clark Asset Management, LLC |
| Q3 2025 | 10/20/2025 | 208 | 860,427 | 13F-HR | Clark Asset Management, LLC |
| Q2 2025 | 8/1/2025 | 197 | 733,656 | 13F-HR | Clark Asset Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 530.9 K | 55.1% | 63.12 K | 0 | 63.12 K |
| ETFs | 379 K | 39.3% | 33.21 K | 0 | 33.21 K |
| Debt | 53.31 K | 5.5% | 6.539 K | 0 | 6.539 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
963,284
Holdings
237
QoQ value change ($000)
102,857
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.