Long-term investor
Clark Financial Services Group Inc. @clarkfinancialservicesgr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001001011).
Record
- Tracked since 2025-06-30 (434 days), 108 trades recorded
- Returns: week n/a · month n/a · 90 days +12.9% · 6 months +9.1% · 1 year +18.3% · all +18.3%
- Max drawdown -5.1% · Sharpe 0.80 · win rate 52% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 11.3% · long · since 2025-06-30
- SPY · 10.3% · long · since 2025-06-30
- 922908736 · 8.3% · long · since 2025-06-30
- 922908744 · 7.2% · long · since 2025-06-30
- 464287309 · 6.7% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- 464287655 · 3.4% · long · since 2025-06-30
- RTX · 3.3% · long · since 2025-09-30
- MU · 3.2% · long · since 2025-06-30
- 921932869 · 2.4% · long · since 2025-06-30
- QQQ · 2.4% · long · since 2025-06-30
- 81369Y803 · 2.2% · long · since 2025-06-30
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