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Filers›Family Office›CLARK ESTATES INC/NY
DOSSIER · 13F-HR · Q1 2026

CLARK ESTATES INC/NY

CLARK ESTATES /NY's family office based in Chicago, IL — $416M in tracked AUM across 97 positions as of Q1 2026.

CE
CLARK ESTATES /NY·Chicago, IL·Family Office
CIK 0001056466 · last filed Mar 31, 2026
Total AUM
$416M
▼ 5.3%
vs prior
Holdings
97
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CLARK ESTATES INC/NY filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ECML
EA SERIES TRUST
$77M2.1M18.5%
02
DIS
DISNEY WALT CO
$19M200K4.6%
03
SOLV
SOLVENTUM CORP
$19M290K4.5%
04
UL
UNILEVER PLC
$17M305K4.2%
05
WMG
WARNER MUSIC GROUP CORP
$17M650K4.0%
06
IQV
IQVIA HLDGS INC
$16M95K3.9%
07
H2927K103
AMRIZE LTD
$16M285K3.8%
08
SONY
SONY GROUP CORP
$14M692K3.4%
09
HLN
HALEON PLC
$14M1.4M3.4%
10
G5960L103
MEDTRONIC PLC
$13M155K3.2%

Filing history

Filing history loading…
AI Agent · grounded in CLARK
haiku-4-5 · 97 positions indexed
Sector mix
  • Tech8%
  • Health Care15%
  • Cons. Disc.36%
  • Communications28%
  • Industrials12%
  • Energy4%
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