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Portfolio (Quarterly) Guide ↗

Clarendon Private LLC

· CIK 0001961628
13F Portfolio $118M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New
Page 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP NEW Technology 2,517.0 $340K 0.29% NEW $135.14 -7.6%
82 VWO VANGUARD INTL EQUITY INDEX F 6,259.0 $336K 0.28% NEW $53.76 +9.2%
83 VOO VANGUARD INDEX FDS 519.0 $326K 0.28% NEW $627.54 +8.8%
84 WCN WASTE CONNECTIONS INC Industrials 1,757.0 $308K 0.26% NEW $175.36 -10.5%
85 EQT EQT CORP Energy 5,394.0 $289K 0.24% NEW $53.60 +7.7%
86 VO VANGUARD INDEX FDS 984.0 $286K 0.24% NEW $290.16 -73.3%
87 NOW SERVICENOW INC Technology 1,861.0 $285K 0.24% NEW $153.19 -34.9%
88 VONV VANGUARD SCOTTSDALE FDS 3,020.0 $279K 0.24% NEW $92.31 +11.5%
89 KLAC KLA CORP Technology 226.0 $275K 0.23% NEW $1215.08 +51.6%
90 SCHD SCHWAB STRATEGIC TR 9,877.0 $271K 0.23% NEW $27.43 +17.6%
91 JPM JPMORGAN CHASE & CO. Financial Services 805.0 $259K 0.22% NEW $322.22 -6.0%
92 JHMM JOHN HANCOCK EXCHANGE TRADED 3,954.0 $259K 0.22% NEW $65.48 +9.9%
93 ISRG INTUITIVE SURGICAL INC Healthcare 445.0 $252K 0.21% NEW $566.36 -22.3%
94 JEPQ J P MORGAN EXCHANGE TRADED F 4,240.0 $246K 0.21% NEW $58.12 +3.4%
95 PLTR PALANTIR TECHNOLOGIES INC Technology 1,362.0 $242K 0.20% NEW $177.75 -22.8%
96 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,526.0 $239K 0.20% NEW $156.80 +32.5%
97 PG PROCTER AND GAMBLE CO Consumer Defensive 1,660.0 $238K 0.20% NEW $143.28 -0.6%
98 VONG VANGUARD SCOTTSDALE FDS 1,936.0 $236K 0.20% NEW $121.73 +5.4%
99 GRID FIRST TR EXCHANGE TRADED FD 1,532.0 $234K 0.20% NEW $153.05 +24.8%
100 IYF ISHARES TR 1,790.0 $231K 0.20% NEW $128.93 -4.3%
Page 5 of 6  ·  103 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 38.8%
Financial Services 17.3%
Communication Services 12.2%
Consumer Cyclical 11.2%
Healthcare 8.3%
Industrials 3.7%
Consumer Defensive 2.4%
Basic Materials 2.2%
Energy 2.0%
Utilities 1.9%