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Portfolio (Quarterly) Guide ↗

Clayton Financial Group LLC

· CIK 0002011212
13F Portfolio $195M AUM 630 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 87 Added 81 Reduced 30 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHG SCHWAB STRATEGIC TR 9.0 $262.0 -1.0 -10.0% $29.11 +18.9%
Page 5 of 5  ·  81 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
Financial Services 55.2%
Technology 13.5%
Healthcare 8.3%
Industrials 7.4%
Consumer Defensive 6.0%
Consumer Cyclical 3.9%
Communication Services 3.8%
Energy 0.9%
Utilities 0.4%
Basic Materials 0.3%