Clark Capital Management Group, Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings413 positions
ISHARES TR | 22.7M | $1.8B | 12.5% | $63.50 | +12.36% | 7 qtrssince 2023-Q2 | Decreased 0 |
SPDR SER TR | 5.5M | $523.5M | 3.7% | $76.12 | +11.72% | 7 qtrssince 2023-Q2 | Increased 58 |
SPDR SER TR | 7.1M | $490.6M | 3.4% | $52.97 | +27.54% | 7 qtrssince 2023-Q2 | Increased 64 |
APPLE INC | 1.3M | $336.8M | 2.4% | $100.12 | +148.31% | 24 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 3.6M | $317.7M | 2.2% | $87.06 | +0.01% | 4 qtrssince 2024-Q1 | Increased 86 |
NVIDIA CORPORATION | 1.8M | $237.3M | 1.7% | $66.78 | +100.57% | 24 qtrssince 2019-Q1 | Increased 49 |
MICROSOFT CORP | 562,750 | $237.2M | 1.7% | $223.86 | +85.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.2M | $220.5M | 1.5% | $134.44 | +39.99% | 24 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 1.7M | $201.3M | 1.4% | $100.54 | +11.97% | 18 qtrssince 2020-Q3 | Increased 55 |
ISHARES TR | 3M | $200.6M | 1.4% | $57.93 | +8.94% | 7 qtrssince 2023-Q2 | Decreased 0 |
ISHARES TR | 816,710 | $192.1M | 1.3% | $236.18 | 0.00% | 1 qtr | New 70 |
AMERICAN EXPRESS CO | 579,142 | $171.9M | 1.2% | $142.91 | +103.80% | 24 qtrssince 2019-Q1 | Increased 48 |
BROADCOM INC | 725,120 | $168.1M | 1.2% | $34.44 | +563.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 688,079 | $164.9M | 1.2% | $113.77 | +103.44% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHUBB LIMITED | 534,801 | $147.8M | 1.0% | $190.34 | +43.35% | 22 qtrssince 2019-Q3 | Increased 57 |
PENTAIR PLC | 1.4M | $145.8M | 1.0% | $61.27 | +61.01% | 19 qtrssince 2020-Q2 | Increased 48 |
PARKER-HANNIFIN CORP | 221,466 | $140.9M | 1.0% | $331.66 | +88.76% | 12 qtrssince 2022-Q1 | Decreased 0 |
AMAZON COM INC | 634,276 | $139.2M | 1.0% | $145.67 | +50.61% | 24 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC | 235,392 | $137.8M | 1.0% | $242.20 | +140.37% | 24 qtrssince 2019-Q1 | Increased 45 |
BLACKROCK INC | 133,068 | $136.4M | 1.0% | $1,006.79 | 0.00% | 1 qtr | New 59 |
Clark Capital Management Group, Inc. manages $14.3B across 413 positions as of Q4 2024. Top holdings: HYG (12.5%), JNK (3.7%), SPYM (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 63 new positions, 47 exits, 226 increased. Top move: SPYG (INCREASED, conviction 86). Portfolio: $14.3B across 413 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR