Clark Capital Management Group, Inc.

Portfolio Overview

Clark Capital Management’s 13F shows a materially smaller reported equity portfolio at the 2025-09-30 quarter end: $7.65 billion across 219 holdings, down 46.9% from $14.42 billion at 2025-06-30. The account remains diversified by position count, but concentration is meaningful: the top 5 holdings account for ~25.0% of the portfolio ($1.91B of $7.65B) and the top 10 account for roughly 36% (~$2.77B). Activity was high this quarter (24 new positions, 24 exits, 17 increased st...