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Portfolio (Quarterly) Guide ↗

Clarendon Private LLC

· CIK 0001961628
13F Portfolio $130M AUM 119 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 52 Added 34 Reduced
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PWR QUANTA SVCS INC Industrials 377.0 $207K 0.16% NEW $549.02 +13.7%
22 GEV GE VERNOVA INC Utilities 237.0 $207K 0.16% NEW $872.90 +7.9%
23 VYM VANGUARD WHITEHALL FDS 1,387.0 $205K 0.16% NEW $148.07 +10.9%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.9%
Financial Services 15.4%
Consumer Cyclical 10.9%
Communication Services 8.3%
Healthcare 8.0%
Industrials 5.7%
Energy 3.9%
Consumer Defensive 3.5%
Basic Materials 2.2%
Utilities 2.2%