MondegarAI
CLARK FINANCIAL SERVICES GROUP INC /BD

Q1 2025 · 13F-HR

CLARK FINANCIAL SERVICES GROUP INC /BDholdings as filed

Filed 2025-05-15 · accession 0001001011-25-000007

$144.3M
Reported value
95
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$22.8M15.8%44,274CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$17.3M12.0%30,976CommonNONE
922908744VTVVANGUARD INDEX FDS$13.0M9.03%75,458CommonNONE
922908736VUGVANGUARD INDEX FDS$10.3M7.15%27,830CommonNONE
464287309IVWISHARES TR$7.3M5.03%78,135CommonNONE
037833100AAPLAPPLE INC$7.2M4.98%32,342CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$3.8M2.64%36,945CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.7M2.53%130,638CommonNONE
594918104MSFTMICROSOFT CORP$3.6M2.51%9,644CommonNONE
922908538VOTVANGUARD INDEX FDS$3.6M2.49%14,694CommonNONE
464287655IWMISHARES TR$3.5M2.45%17,732CommonNONE
46090E103QQQINVESCO QQQ TR$3.3M2.29%7,058CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M1.64%9,534CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.2M1.54%23,095CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.0M1.39%9,730CommonNONE
922908512VOEVANGUARD INDEX FDS$1.9M1.32%11,902CommonNONE
92826C839VVISA INC$1.6M1.11%4,567CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.5M1.00%29,114CommonNONE
922908595VBKVANGUARD INDEX FDS$1.4M0.96%5,479CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.88%2,313CommonNONE
498894104KNFKNIFE RIVER CORP$1.2M0.82%13,067CommonNONE
67066G104NVDANVIDIA CORPORATION$1.1M0.77%10,216CommonNONE
023608102AEEAMEREN CORP$894,1720.62%8,906CommonNONE
552690109MDUMDU RES GROUP INC$883,8680.61%52,269CommonNONE
00287Y109ABBVABBVIE INC$812,8460.56%3,880CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$759,6190.53%19,265CommonNONE
30303M102METAMETA PLATFORMS INC$659,4320.46%1,144CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$595,9570.41%1,119CommonNONE
00206R102TAT&T INC$592,5730.41%20,954CommonNONE
872590104TMUST-MOBILE US INC$574,1020.40%2,153CommonNONE
02209S103MOALTRIA GROUP INC$518,4370.36%8,638CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$503,0350.35%8,248CommonNONE
278865100ECLECOLAB INC$499,1810.35%1,969CommonNONE
023135106AMZNAMAZON COM INC$490,8710.34%2,580CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$489,8670.34%10,465CommonNONE
300426103ECGEVERUS CONSTR GROUP$484,6550.34%13,067CommonNONE
14808P109CASSCASS INFORMATION SYS INC$475,7500.33%11,000CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$475,3130.33%1,523CommonNONE
68389X105ORCLORACLE CORP$468,2300.32%3,349CommonNONE
548661107LOWLOWES COS INC$463,1950.32%1,986CommonNONE
27579R104EWBCEAST WEST BANCORP INC$444,5810.31%4,953CommonNONE
14149Y108CAHCARDINAL HEALTH INC$444,0080.31%3,223CommonNONE
02079K305GOOGLALPHABET INC$438,9740.30%2,839CommonNONE
11135F101AVGOBROADCOM INC$430,9960.30%2,574CommonNONE
166764100CVXCHEVRON CORP NEW$398,0620.28%2,379CommonNONE
038222105AMATAPPLIED MATLS INC$397,0480.28%2,736CommonNONE
697435105PANWPALO ALTO NETWORKS INC$392,8130.27%2,302CommonNONE
74340W103PLDPROLOGIS INC.$390,9300.27%3,497CommonNONE
464287200IVVISHARES TR$386,0250.27%687CommonNONE
64110L106NFLXNETFLIX INC$373,9450.26%401CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$371,5280.26%6,188CommonNONE
04010L103ARCCARES CAPITAL CORP$371,1130.26%16,747CommonNONE
595112103MUMICRON TECHNOLOGY INC$366,7630.25%4,221CommonNONE
532457108LLYELI LILLY & CO$362,3030.25%439CommonNONE
512807306LRCXLAM RESEARCH CORP$360,6780.25%4,961CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$359,3300.25%2,170CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$356,7480.25%2,644CommonNONE
437076102HDHOME DEPOT INC$356,6870.25%973CommonNONE
876030107TPRTAPESTRY INC$356,1340.25%5,058CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$352,4780.24%1,684CommonNONE
89832Q109TFCTRUIST FINL CORP$348,7050.24%8,474CommonNONE
78464A698KRESPDR SER TR$347,8660.24%6,119CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$347,1000.24%1,415CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$341,9330.24%6,727CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$332,6630.23%4,047CommonNONE
45687V106IRINGERSOLL RAND INC$329,8040.23%4,121CommonNONE
00724F101ADBEADOBE INC$326,7680.23%852CommonNONE
369550108GDGENERAL DYNAMICS CORP$326,3270.23%1,197CommonNONE
79466L302CRMSALESFORCE INC$318,0060.22%1,185CommonNONE
742718109PGPROCTER AND GAMBLE CO$315,9760.22%1,854CommonNONE
40412C101HCAHCA HEALTHCARE INC$314,1050.22%909CommonNONE
922908769VTIVANGUARD INDEX FDS$312,2380.22%1,136CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$311,7330.22%3,420CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$308,7570.21%1,214CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$306,0290.21%699CommonNONE
461202103INTUINTUIT$299,6270.21%488CommonNONE
745867101PHMPULTE GROUP INC$294,7280.20%2,867CommonNONE
064058100BKBANK NEW YORK MELLON CORP$290,6930.20%3,466CommonNONE
02079K107GOOGALPHABET INC$290,1890.20%1,857CommonNONE
922907746VTEBVANGUARD MUN BD FDS$279,4600.19%5,632CommonNONE
142339100CSLCARLISLE COS INC$277,5080.19%815CommonNONE
031162100AMGNAMGEN INC$273,5410.19%878CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$267,6260.19%12,316CommonNONE
20030N101CMCSACOMCAST CORP NEW$267,5250.19%7,250CommonNONE
931142103WMTWALMART INC$262,6830.18%2,992CommonNONE
60937P106MDBMONGODB INC$260,4690.18%1,485CommonNONE
040413205ANETARISTA NETWORKS INC$258,3190.18%3,334CommonNONE
690742101OCOWENS CORNING NEW$257,7900.18%1,805CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$256,0380.18%1,056CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$253,6130.18%2,168CommonNONE
78463V107GLDSPDR GOLD TR$225,3250.16%782CommonNONE
060505104BACBANK AMERICA CORP$224,0200.16%5,368CommonNONE
316773100FITBFIFTH THIRD BANCORP$221,7940.15%5,658CommonNONE
260003108DOVDOVER CORP$220,3030.15%1,254CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$215,8350.15%1,770CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.