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Portfolio (Quarterly) Guide ↗

Claris Financial LLC

· CIK 0002060278
13F Portfolio $176M AUM 170 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 41 New 83 Added 23 Reduced 11 Exited
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO THE COCA-COLA CO Consumer Defensive 20,135.0 $1.3M 0.76% +5K +30.3% $66.32 +21.3%
22 JNJ JOHNSON & JOHNSON Healthcare 7,183.0 $1.3M 0.76% +910.0 +14.5% $185.41 +24.5%
23 CLOZ ELDRIDGE BBB B CLO ETF 49,177.0 $1.3M 0.75% +15K +42.7% $26.82 -1.5%
24 GLDI UBS AG ETRACS GLD CVR CAL ETN IV Financial Services 7,465.0 $1.3M 0.71% +3K +85.2% $168.63 -2.0%
25 SPYG SPDR S&P 500 GROWTH ETF 12,013.0 $1.3M 0.71% +118.0 +1.0% $104.51 +13.3%
26 VB VANGUARD SMALL CAP ETF 4,934.0 $1.3M 0.71% +991.0 +25.1% $254.26 +10.8%
27 XOM EXXON MOBIL CORP Energy 10,745.0 $1.2M 0.69% +3K +43.7% $112.75 +35.5%
28 FIXD FIRST TRUST SMITH OPPRTNISTIC FI ETF 27,171.0 $1.2M 0.69% +358.0 +1.3% $44.42 -2.7%
29 QUAL ISHARES MSCI USA QLTY FACT ETF 5,934.0 $1.2M 0.66% +2K +68.9% $194.50 +8.2%
30 HD HOME DEPOT INC Consumer Cyclical 2,782.0 $1.1M 0.64% +402.0 +16.9% $405.24 -24.9%
31 DVY ISHARES SELECT DIVIDEND ETF 7,927.0 $1.1M 0.64% +460.0 +6.2% $142.09 +6.2%
32 VFH VANGUARD FINANCIALS ETF 7,848.0 $1.0M 0.58% +150.0 +1.9% $131.24 -4.5%
33 COST COSTCO WHSL CORP NEW Consumer Defensive 1,110.0 $1.0M 0.58% +94.0 +9.2% $925.25 +12.5%
34 PG PROCTER & GAMBLE CO Consumer Defensive 6,645.0 $1.0M 0.58% +569.0 +9.4% $153.64 -7.1%
35 D DOMINION ENERGY INC Utilities 15,760.0 $964K 0.55% +3K +23.2% $61.17 +2.9%
36 CAT CATERPILLAR INC Industrials 1,962.0 $936K 0.53% +308.0 +18.6% $477.20 +86.1%
37 SDVY FIRST TRUST SMID CAP RISING DIVI ETF 24,069.0 $915K 0.52% +3K +14.8% $38.02 +7.3%
38 DUK DUKE ENERGY CORP NEW Utilities 6,598.0 $816K 0.46% +1K +22.2% $123.75 +0.5%
39 SVOL SIMPLIFY VOLATILITY PREMIUM ETF 45,257.0 $815K 0.46% +1K +2.9% $18.00 -11.3%
40 CVX CHEVRON CORP NEW Energy 5,222.0 $811K 0.46% +603.0 +13.1% $155.30 +20.2%
Page 2 of 5  ·  83 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 35.9%
Financial Services 19.5%
Consumer Cyclical 8.8%
Industrials 7.1%
Consumer Defensive 7.0%
Healthcare 6.9%
Communication Services 4.8%
Utilities 4.8%
Energy 4.4%
Real Estate 0.4%