Institutions / Clark Financial Services Group Inc /Bd / Activity
Activity — Clark Financial Services Group Inc /Bd
120 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 78462F103 Common stock | $-137.2K | -211 -0.70% | 29,747 10.67% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $128.0K | +963 +4.03% | 24,863 1.82% of portfolio | low |
| Q1 2026 as of | Add | 81369Y852 Common stock | $127.3K | +1K +4.05% | 29,491 1.80% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $122.3K | +362 +7.59% | 5,130 0.96% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $103.1K | +333 +11.18% | 3,311 0.57% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $93.6K | +537 +4.87% | 11,560 1.11% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $83.4K | +167 +6.29% | 2,823 0.78% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $79.9K | +428 +32.25% | 1,755 0.18% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $77.1K | +268 +8.49% | 3,423 0.54% of portfolio | low |
| Q1 2026 as of | Trim | 922908769 Common stock | $-76.7K | -239 -19.78% | 969 0.17% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $76.3K | +206 +2.09% | 10,075 2.06% of portfolio | low |
| Q1 2026 as of | Add | Lam Research Corp Common stock | $75.8K | +355 +6.20% | 6,085 0.72% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $75.6K | +250 +4.88% | 5,372 0.90% of portfolio | low |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-72.5K | -299 -3.67% | 7,843 1.05% of portfolio | low |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $71.8K | +210 +6.51% | 3,435 0.65% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-70.0K | -146 -13.06% | 972 0.26% of portfolio | low |
| Q1 2026 as of | Trim | 464287309 Common stock | $-69.6K | -615 -0.59% | 104,126 6.50% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-68.1K | -118 -1.67% | 6,967 2.22% of portfolio | low |
| Q1 2026 as of | Add | Interactive Brokers Group Inc Common stock | $55.3K | +825 +7.88% | 11,295 0.42% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $51.9K | +353 +9.69% | 3,997 0.32% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $49.6K | +228 +5.11% | 4,686 0.56% of portfolio | low |
| Q1 2026 as of | Add | Cardinal Health Inc Common stock | $49.0K | +232 +6.32% | 3,904 0.46% of portfolio | low |
| Q1 2026 as of | Add | Cadence Design Systems Inc Common stock | $45.0K | +162 +11.99% | 1,513 0.23% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $43.1K | +347 +5.85% | 6,283 0.43% of portfolio | low |
| Q1 2026 as of | Add | L3HARRIS Technologies, Inc. /De Common stock | $42.5K | +123 +6.44% | 2,032 0.39% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $40.7K | +254 +9.75% | 2,859 0.25% of portfolio | low |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $39.8K | +324 +8.58% | 4,100 0.28% of portfolio | low |
| Q1 2026 as of | Add | East West Bancorp Inc Common stock | $39.0K | +365 +6.13% | 6,322 0.37% of portfolio | low |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $35.6K | +1K +5.60% | 23,158 0.37% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $33.6K | +78 +9.97% | 860 0.20% of portfolio | low |
| Q1 2026 as of | Add | Dell Technologies Inc. Common stock | $32.8K | +200 +5.10% | 4,119 0.37% of portfolio | low |
| Q1 2026 as of | Trim | 921932869 Common stock | $-32.8K | -262 -0.73% | 35,523 2.45% of portfolio | low |
| Q1 2026 as of | Add | Cencora Inc Common stock | $29.8K | +95 +6.13% | 1,644 0.28% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $29.7K | +80 +4.78% | 1,752 0.36% of portfolio | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $29.4K | +148 +7.29% | 2,179 0.24% of portfolio | low |
| Q1 2026 as of | Add | Leidos Holdings Inc Common stock | $29.1K | +187 +6.29% | 3,160 0.27% of portfolio | low |
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $28.8K | +437 +4.77% | 9,597 0.35% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-27.4K | -42 -5.83% | 678 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-27.1K | -130 -4.67% | 2,653 0.30% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $26.4K | +61 +9.06% | 734 0.18% of portfolio | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $25.3K | +104 +6.31% | 1,751 0.23% of portfolio | low |
| Q1 2026 as of | Add | Bank of New York Mellon Corp/The Common stock | $22.8K | +192 +4.71% | 4,272 0.28% of portfolio | low |
| Q1 2026 as of | Add | Marathon Petroleum Corp Common stock | $22.5K | +92 +4.02% | 2,383 0.32% of portfolio | low |
| Q1 2026 as of | Add | G3265R107 Common stock | $21.8K | +314 +5.82% | 5,707 0.22% of portfolio | low |
| Q1 2026 as of | Add | ARCC Ares Capital Corp Common Stock | $21.2K | +1K +6.37% | 19,693 0.20% of portfolio | low |
| Q1 2026 as of | Add | Carlisle Companies Inc Common stock | $20.7K | +62 +5.60% | 1,170 0.22% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $18.2K | +62 +8.15% | 823 0.13% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $18.0K | +76 +3.39% | 2,315 0.30% of portfolio | low |
| Q1 2026 as of | Add | Agilent Technologies Inc Common stock | $17.7K | +155 +5.55% | 2,949 0.19% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $17.1K | +52 +4.65% | 1,171 0.21% of portfolio | low |