Clark Capital Management Group, Inc.
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Clark Capital Management Group, Inc. manages $16.2B across 515 positions as of Q1 2026. Top holdings: HYG (9.3%), SPYM (3.7%), NVDA (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Q1 2026 Summary
Active quarter - 68 new positions, 48 exits, 244 increased. Top move: HYG (INCREASED, conviction 68). Portfolio: $16.2B across 515 positions.
Top holdings by portfolio weight
HYG9.31%
SPYM3.65%
NVDA2.56%
GOOGL2.56%
AAPL2.41%
IVV2.25%
JNK2.20%
MSFT2.11%
IXUS1.59%
JPM1.54%
Other1.41%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings515 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
ISHARES TR | 19M | $1.5B | 9.3% | $67.56 | +17.86% | 12 qtrssince 2023-Q2 | Increased 68 | |
SPDR SERIES TRUST | 7.7M | $592.2M | 3.7% | $55.14 | +57.76% | 12 qtrssince 2023-Q2 | Increased 60 | |
NVIDIA CORPORATION | 2.4M | $414.3M | 2.6% | $130.64 | +76.19% | 29 qtrssince 2019-Q1 | Increased 60 | |
ALPHABET INC | 1.4M | $414.1M | 2.6% | $169.41 | +134.37% | 29 qtrssince 2019-Q1 | Increased 55 | |
APPLE INC | 1.5M | $391M | 2.4% | $143.36 | +109.42% | 29 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES TR | 558,202 | $364.6M | 2.3% | $596.53 | +24.46% | 29 qtrssince 2019-Q1 | Increased 56 | |
SPDR SERIES TRUST | 3.7M | $357.1M | 2.2% | $80.95 | +18.24% | 12 qtrssince 2023-Q2 | Increased 58 | |
MICROSOFT CORP | 923,708 | $341.9M | 2.1% | $325.48 | +31.27% | 29 qtrssince 2019-Q1 | Increased 63 | |
ISHARES TR | 3M | $257.8M | 1.6% | $60.36 | +54.72% | 12 qtrssince 2023-Q2 | Increased 50 | |
JPMORGAN CHASE & CO | 845,798 | $248.8M | 1.5% | $158.99 | +87.31% | 29 qtrssince 2019-Q1 | Increased 53 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer