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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SO SOUTHERN CO Utilities 4,819.0 $457K 0.26% +504.0 +11.7% $94.77 -1.8%
62 ITW ILLINOIS TOOL WKS INC Industrials 1,669.0 $435K 0.25% +530.0 +46.5% $260.72 -4.2%
63 AFL AFLAC INC Financial Services 3,642.0 $407K 0.23% +227.0 +6.7% $111.70 +5.8%
64 DTE DTE ENERGY CO Utilities 2,838.0 $401K 0.23% +23.0 +0.8% $141.41 -0.3%
65 MS MORGAN STANLEY Financial Services 2,504.0 $398K 0.23% +600.0 +31.5% $158.96 +20.9%
66 SYK STRYKER CORP Healthcare 1,050.0 $388K 0.22% +284.0 +37.1% $369.80 -16.0%
67 ED CONSOLIDATED EDISON INC Utilities 3,784.0 $380K 0.22% +33.0 +0.9% $100.51 +5.3%
68 AXP AMERICAN EXPRESS CO Financial Services 1,036.0 $344K 0.20% +68.0 +7.0% $332.01 -5.7%
69 EMR EMERSON ELEC CO Industrials 2,507.0 $329K 0.19% +748.0 +42.5% $131.18 +0.3%
70 ABT ABBOTT LABS Healthcare 2,448.0 $328K 0.19% +785.0 +47.2% $133.93 -35.2%
71 WPC W P CAREY INC REIT Real Estate 4,803.0 $325K 0.18% +67.0 +1.4% $67.57 +9.4%
72 F FORD MTR CO DEL Consumer Cyclical 26,933.0 $322K 0.18% +2K +8.7% $11.96 +10.5%
73 IJR ISHARES CORE S&P SMALL CAP ETF 2,627.0 $312K 0.18% +486.0 +22.7% $118.85 +13.2%
74 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 5,974.0 $295K 0.17% +36.0 +0.6% $49.46 -3.6%
75 PAA PLAINS ALL AMERICAN P LP Energy 15,591.0 $266K 0.15% +280.0 +1.8% $17.06 +36.3%
76 DOV DOVER CORP Industrials 1,565.0 $261K 0.15% +149.0 +10.5% $166.83 +26.1%
77 ABBV ABBVIE INC Healthcare 7,616.0 $259K 0.15% +2K +39.1% $33.96 +515.5%
78 AEP AMERICAN ELEC PWR CO INC Utilities 2,274.0 $256K 0.14% +14.0 +0.6% $112.50 +12.1%
79 OKE ONEOK INC NEW Energy 3,371.0 $246K 0.14% +490.0 +17.0% $72.96 +27.5%
80 NFLX NETFLIX INC Communication Services 197.0 $236K 0.13% +17.0 +9.4% $1198.92 -92.5%
Page 4 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%