Clark Asset Management, LLC IR INGERSOLL RAND INC

Ownership history in Clark Asset Management, LLC  ·  5 quarters on record

AI Ownership Summary

Clark Asset Management, LLC reported INGERSOLL RAND INC (IR) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows IR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark Asset Management, LLC's position in INGERSOLL RAND INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clark Asset Management, LLC held IR — position size vs. price
% of Fund (quarterly)    IR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,825 +9 +0.3% 0.02% $232K 2026-07-07 $78.71
2026 Q1 ADDED 2,816 +3 +0.1% 0.02% $226K 2026-04-16 $83.65
2025 Q4 UNCHANGED 2,813 0% 0.02% $223K 2026-01-27 $86.23
2025 Q3 UNCHANGED 2,813 0% 0.03% $232K 2025-10-20 $78.41
2025 Q2 INITIATED 2,813 0.03% $234K 2025-08-01 $74.90

FAQ About Clark Asset Management, LLC and IR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark Asset Management, LLC reported owning IR?

Clark Asset Management, LLC reported IR across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported IR position in Clark Asset Management, LLC's portfolio?

The largest reported portfolio weight for IR was 0.03% in 2025 Q2.

What is the latest reported IR position on this page?

The most recent filing on this page is 2026 Q2, when Clark Asset Management, LLC reported 2,825 shares, equal to 0.02% of portfolio, with an estimated market value of $232K.

What does the chart on this IR ownership page compare?

The chart compares Clark Asset Management, LLC's quarterly IR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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