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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clark Asset Management LLC
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| CRD # | 284480 |
| SEC # | 801-120465 |
| CIK # | 0002062026 |
| AUM | $778.3 M (2025-03-20) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 603-237-1341 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.1 | ||
| Microsoft Corp | 9.4 | ||
| Amazon Com Inc | 5.5 | ||
| VISA Inc | 4.4 | ||
| Nvidia Corp | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.8 |
| (b) Individuals (high net worth individuals) | 213 | 773.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 955 | 778.3 |
| By Discretionary | ||
| Discretionary | 906 | 749.9 |
| Non-Discretionary | 49 | 28.4 |
| Total | 955 | 778.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 778.3 | |
| Total | 955 | 778.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002062026] |
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