Clark Financial Services Group Inc /bd
Clark Financial Services Group Inc /bd reported 94 stocks worth $214M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (11.6%), SPY (10.5%) and VUG (8.6%). Compared with Q2 2026, the fund opened new positions in XLF, XLB and PSX, added to VOO, SPY and IVW, trimmed VUG, VTV and RTX and sold out of XLK, XLC and UNH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $24.8M | 11.6% | 35K | +651 (+2%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $22.4M | 10.5% | 29K | +125 (+0%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $18.4M | 8.6% | 204K | −278 (−0%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $15M | 7.0% | 70K | −292 (−0%) | 8 of 8 | |
| 5 |  IVW Ishares TR | $14.8M | 6.9% | 104K | +729 (+1%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $9.1M | 4.2% | 27K | +289 (+1%) | 8 of 8 | |
| 7 |  IWM Ishares TR | $6.6M | 3.1% | 24K | No change | 8 of 8 | |
| 8 |  MU Micron Technology Inc | $6.2M | 2.9% | 5,857 | +38 (+1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $5.5M | 2.6% | 11K | No change | 8 of 8 | |
| 10 |  RTX Rtx Corp | $5.2M | 2.4% | 28K | −8,618 (−23%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XLK Select Sector Spdr TR | $4.7M | 25K |
 XLC Select Sector Spdr TR | $3.2M | 30K |
 UNH Unitedhealth Group Inc | $580K | 1,397 |
 NPO Enpro Inc | $236K | 626 |
 AMD Advanced Micro Devices Inc | $235K | 404 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clark Financial Services Group Inc /bd 13F FAQ
What does Clark Financial Services Group Inc /bd own?
Clark Financial Services Group Inc /bd reported 94 stocks worth $214M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (11.6%), SPY (10.5%) and VUG (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Clark Financial Services Group Inc /bd buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 58 added to, 18 trimmed and 7 sold out. New positions include XLF, XLB and PSX. It sold all of XLK, XLC and UNH.
When will Clark Financial Services Group Inc /bd file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clark Financial Services Group Inc /bd's portfolio worth?
The Q3 2026 filing reports $214M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.