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| Happy Holidays!! thanks for using AUM13F!! |
| Clark Capital Management Group Inc
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| CRD # | 104796 |
| SEC # | 801-28445 |
| CIK # | 0001352187 |
| AUM | $30.6 B (2025-03-26) |
| Employees | 151 (15% Investors, 33% Brokers) |
| Phone | 215-569-2224 |
| Address | One Liberty Place, 53rd Floor Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Ace Ltd | 0.2 | ||
| Cisco Systems Inc | 0.2 | ||
| Parker Hannifin Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Navigator Fixed Income Total Return Fund Limited | 2013-11-15 | 1.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28,098 | 10.6 |
| (b) Individuals (high net worth individuals) | 5,183 | 10.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 7.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 199 | 0.4 |
| (h) Charitable organizations | 134 | 0.3 |
| (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 | 367 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 33,985 | 30.6 |
| By Discretionary | ||
| Discretionary | 33,985 | 30.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33,985 | 30.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.6 | |
| Total | 33,985 | 30.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001352187] |
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|---|---|---|
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Stancorp Investment Advisers Inc
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OR | 33.6 |
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IL | 27.8 |
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Tidal Investments LLC
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WI | 27.3 |