Clark Capital Management Group, Inc.
Annual return '25
+25.4%
SPY '25
+17.7%
Alpha
+7.7ptsvs SPY
Invested
$16.2B
Holdings
514
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HYG
ISHARES TR
Q3 2025: Increased +1.0% (17.14M → 17.31M shares)
9.3%
02
$SPYM
SPDR SERIES TRUST
Q3 2025: Increased +1.2% (7.58M → 7.67M shares)
3.7%
03
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 3.4% (2.03M → 1.97M shares)
2.6%
04
$GOOGL
ALPHABET INC
Q3 2025: Increased +22.1% (1.10M → 1.35M shares)
2.6%
05
$AAPL
APPLE INC
Q3 2025: Increased +7.6% (1.40M → 1.51M shares)
2.4%
06
$IVV
ISHARES TR
Q1 2026: New position (6.1k shares)
2.3%
07
$JNK
SPDR SERIES TRUST
Q3 2025: Increased +1.8% (3.42M → 3.48M shares)
2.2%
08
$MSFT
MICROSOFT CORP
Q3 2025: Increased +11.2% (675.6k → 751.0k shares)
2.1%
09
$IXUS
ISHARES TR
Q3 2025: Increased +3.2% (2.87M → 2.97M shares)
1.6%
10
$JPM
JPMORGAN CHASE & CO
Q3 2025: Increased +4.8% (830.1k → 869.9k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.