Clark Capital Management Group, Inc.
โขCIK: 1352187โขFiling: Q4 2025
Clark Capital Management Group, Inc., led by the seasoned investor team of John Clark and his son, John Clark Jr., manages $16.3 billion with a focus on high-yield and dividend strategies, as evidenced by top holdings like HYG and SPYM. Recently, the fund has made notable moves by adding ETN and UNH with significant weight increases, while exiting positions in SPMO and JEF, reflecting a strategic shift towards growth and stability.
Total AUM
$16.3B
QoQ Performance
+1.9%
Positions
375
Top 10 Concentration
30.2%
Latest Filing
Q4 2025
Top Holdings Allocation
HYG
HYG8.5%
SPYM3.7%
GOOGL2.7%
AAPL2.6%
NVDA2.4%
MSFT2.3%
IVV2.2%
JNK2.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other61.1%
Technology15.6%
Financial6.7%
Healthcare4.2%
Consumer2.9%
ETF2.3%
Materials1.5%
Industrial1.3%
๐ช Exited Positionssold since Q3 2025
+253 more exited positions
Changes from Q3 2025
NEW15 new positions
โ123 increased
โ62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023