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Clark Capital Management Group, Inc.

Q2 2026 13F filing

Updated 30 days ago

542 disclosed positions worth $18.3B

Portfolio value
$18.3B
Total holdings
542
New positions
78
Closed positions
51
Increased
265
Decreased
162
Turnover
23.8%
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-0.4%
Value
$1.5B
Shares
18.89M
% Port
8.23%
S

SPDR SERIES TRUST

-1.9%
Value
$666.8M
Shares
7.59M
% Port
3.63%
A

APPLE INC

+31.7%
Value
$587.2M
Shares
2.03M
% Port
3.20%
N

NVIDIA CORPORATION

-1.0%
Value
$470.5M
Shares
2.35M
% Port
2.56%
G

ALPHABET INC

-15.6%
Value
$434.6M
Shares
1.22M
% Port
2.37%
E

ISHARES TR

-0.7%
Value
$414.9M
Shares
554.1K
% Port
2.26%
M

MICROSOFT CORP

+19.3%
Value
$410.9M
Shares
1.10M
% Port
2.24%
S

SPDR SERIES TRUST

-0.9%
Value
$356.3M
Shares
3.70M
% Port
1.94%
E

ISHARES TR

-1.1%
Value
$280.7M
Shares
2.94M
% Port
1.53%
J

JPMORGAN CHASE & CO

+1.4%
Value
$280.6M
Shares
857.2K
% Port
1.53%
A
11.AVGO

BROADCOM INC

+8.7%
Value
$268.2M
Shares
709.9K
% Port
1.46%
A
12.AMZN

AMAZON COM INC

+53.8%
Value
$267.3M
Shares
1.12M
% Port
1.46%
J
13.JNJ

JOHNSON & JOHNSON

+4.8%
Value
$249M
Shares
980.5K
% Port
1.36%
T

TAIWAN SEMICONDUCTOR MANUFAC

+1.5%
Value
$241.5M
Shares
505.6K
% Port
1.32%
N
15.NVT

NVENT ELEC PLC

-8.5%
Value
$234M
Shares
1.38M
% Port
1.28%
M

MORGAN STANLEY

-2.3%
Value
$202.7M
Shares
969.7K
% Port
1.10%
S
17.STRL

STERLING INFRASTRUCTURE INC

-25.3%
Value
$200.4M
Shares
238.8K
% Port
1.09%
C
18.CSCO

CISCO SYS INC

+1.3%
Value
$185.5M
Shares
1.58M
% Port
1.01%
E
19.ETHA

ISHARES TR

-31.5%
Value
$184.6M
Shares
1.24M
% Port
1.01%
M
20.META

META PLATFORMS INC

+5.8%
Value
$182.1M
Shares
323.3K
% Port
0.99%
C
21.CB

CHUBB LIMITED

+1.0%
Value
$179.4M
Shares
526.4K
% Port
0.98%
L
22.LLY

ELI LILLY & CO

-0.6%
Value
$169.6M
Shares
141.4K
% Port
0.92%
S

SCHWAB STRATEGIC TR

-2.7%
Value
$152M
Shares
4.49M
% Port
0.83%
C
24.CBOE

CBOE GLOBAL MKTS INC

+15.7%
Value
$150.1M
Shares
618.5K
% Port
0.82%
E
25.EME

EMCOR GROUP INC

+3.4%
Value
$143.9M
Shares
173.5K
% Port
0.78%
E
26.ETHA

ISHARES INC

Value
$141.4M
Shares
700.1K
% Port
0.77%
C
27.CMI

CUMMINS INC

+1.1%
Value
$133.3M
Shares
186.9K
% Port
0.73%
B

BANK OF AMER CORP

+20.3%
Value
$132.4M
Shares
2.32M
% Port
0.72%
A
29.AXP

AMERICAN EXPRESS CO

-14.2%
Value
$131.4M
Shares
388.5K
% Port
0.72%
X
30.XOM

EXXON MOBIL CORP

+1.1%
Value
$131.3M
Shares
960.7K
% Port
0.72%
P
31.PH

PARKER-HANNIFIN CORP

-18.3%
Value
$124.7M
Shares
127.5K
% Port
0.68%
A
32.AMAT

APPLIED MATLS INC

-37.0%
Value
$119M
Shares
164.6K
% Port
0.65%
M
33.MU

MICRON TECHNOLOGY INC

-20.2%
Value
$117.6M
Shares
101.9K
% Port
0.64%
H
34.HAL

HALLIBURTON CO

+12.6%
Value
$115.7M
Shares
3.41M
% Port
0.63%
A
35.AZN

ASTRAZENECA PLC

+1.3%
Value
$115.3M
Shares
608.1K
% Port
0.63%
P

PROLOGIS INC.

+1.0%
Value
$109.3M
Shares
806.5K
% Port
0.60%
C
37.CAT

CATERPILLAR INC

-9.6%
Value
$108.2M
Shares
101.6K
% Port
0.59%
F
38.FBTC

WILLIAMS COS INC

+1.5%
Value
$106.6M
Shares
1.43M
% Port
0.58%
W

WINTRUST FINL CORP

+2.8%
Value
$103.5M
Shares
643.8K
% Port
0.56%
U
40.UNH

UNITEDHEALTH GROUP INC

+34.9%
Value
$102.3M
Shares
246.0K
% Port
0.56%
T

TORONTO DOMINION BK ONT

-20.9%
Value
$102.2M
Shares
841.7K
% Port
0.56%
R
42.RTX

RTX CORPORATION

+1.0%
Value
$100.1M
Shares
527.3K
% Port
0.55%
K
43.KLAC

KLA CORP

+949.8%
Value
$99.3M
Shares
329.2K
% Port
0.54%
G

GOLDMAN SACHS GROUP INC

+1.3%
Value
$95.2M
Shares
94.1K
% Port
0.52%
D

DUKE ENERGY CORP NEW

+1.2%
Value
$95.2M
Shares
752.1K
% Port
0.52%
W
46.WSM

WILLIAMS SONOMA INC

+0.8%
Value
$94.4M
Shares
405.1K
% Port
0.51%
B
47.BSBR

BANCO SANTANDER SA

+1.4%
Value
$93.9M
Shares
6.80M
% Port
0.51%
R
48.RPRX

ROYALTY PHARMA PLC

+1.4%
Value
$93.2M
Shares
1.66M
% Port
0.51%
A

ASML HLDG NV

+18.9%
Value
$92.7M
Shares
46.6K
% Port
0.51%
K
50.KO

COCA COLA CO

+1.3%
Value
$91M
Shares
1.12M
% Port
0.50%