Clark Capital Management Group, Inc.
Clark Capital Management Group, Inc. is a 100% employee-owned independent investment adviser founded in 1986 and headquartered in Philadelphia, PA. The firm employs approximately 151 professionals and serves a diverse client base, including individuals (both retail and high net worth), investment companies, pension and profit-sharing plans, charitable organizations, and corporations. Clark Capital specializes in institutional investment management solutions aiming to consistently generate competitive risk-adjusted returns over full market cycles with a strong emphasis on risk management and long-term value creation.
Investment Strategy
Clark Capital Management Group is focused on producing institutional investment solutions designed to consistently deliver competitive risk-adjusted returns. The firm employs a long-term, risk-managed approach, customizing portfolios to address clients’ risk and return objectives. Their philosophy emphasizes adding value through a combination of innovative strategies and rigorous risk management, offering solutions across wrap fee programs, mutual funds, and turnkey asset management for high-net-worth individuals, businesses, and institutions. Clark Capital integrates strategic wealth planning and actively manages both discretionary and model-based accounts.
Latest 13F Filing Activity
Clark Capital Management Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 414 equity positions with a total 13F market value of $14B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, SPDR Series Trust among other positions. Clark Capital Management Group, Inc. reduced exposure to Ishares TR, SPDR Series Trust, Ishares TR among others.
Top Holdings
Equity Positions (414)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HYG | ISHARES TR | 9.59% | $1.38B | 17,143,000 | $76.14 | $80.65 | -$526.1M |
S SPLG | SPDR SERIES TRUST | 3.82% | $551.1M | 7,581,592 | $55.84 | $72.69 | +$67.7M |
M MSFT | MICROSOFT CORP | 2.33% | $336.1M | 675,603 | $271.68 | $497.41 | +$136.9M |
J JNK | SPDR SERIES TRUST | 2.31% | $332.9M | 3,422,870 | $93.21 | $97.27 | -$186.4M |
N NVDA | NVIDIA CORPORATION | 2.23% | $321.4M | 2,034,414 | $75.45 | $157.99 | +$113.7M |
Industry Allocation
Investment Team (19)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Portfolio Manager | Philadelphia, PA , United States | |
D David Rights | EVP, Director of Research | Fort Washington, PA , United States | |
 | PM | Philadelphia, PA , United States | |
 | Associate Portfolio Manager | Philadelphia, PA , United States | |
M Mason Wev | Senior Portfolio Manager | Philadelphia, PA , United States | |
 | Head of Fixed Income SMA, Senior Portfolio Manager | Philadelphia, PA , United States | |
 | SR. Vice President | Palm Beach, FL , United States | |
 | Equity Analyst | Philadelphia, PA , United States | |
T Thomas Duffy | Client Portfolio Manager | Princeton, NJ , United States | |
 | Senior Portfolio Analyst | Philadelphia, PA , United States |