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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 3,875.0 $256K 0.14% NEW $66.05 +9.6%
22 IVV ISHARES CORE S&P 500 ETF 378.0 $253K 0.14% NEW $670.17 +10.8%
23 T AT&T INC Communication Services 8,521.0 $241K 0.14% NEW $28.24 -12.7%
24 UCON FIRST TRUST SMITH UNCON BOND ETF 9,545.0 $240K 0.14% NEW $25.19 -1.8%
25 WMB WILLIAMS COS INC Energy 3,757.0 $238K 0.14% NEW $63.35 +22.6%
26 ENTERGY CORP NEW 2,547.0 $237K 0.14% NEW $93.19
27 DIS DISNEY WALT CO Communication Services 2,036.0 $233K 0.13% NEW $114.49 -7.9%
28 ICE INTERCONTINENTAL EXCHANG Financial Services 1,372.0 $231K 0.13% NEW $168.48 -7.6%
29 GLD SPDR GOLD SHARES ETF Financial Services 642.0 $228K 0.13% NEW $355.47 +20.2%
30 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 3,647.0 $228K 0.13% NEW $62.48 -2.4%
31 VOT VANGUARD MID CAP GROWTH ETF 775.0 $228K 0.13% NEW $293.79 -2.8%
32 AUB ATLANTIC UN BANKSHARES C Financial Services 6,400.0 $226K 0.13% NEW $35.29 +2.9%
33 BINC ISHARES FLEXIBLE INCME ACTIVE ETF 4,220.0 $225K 0.13% NEW $53.24 -2.2%
34 ECL ECOLAB INC Basic Materials 818.0 $224K 0.13% NEW $273.86 -9.1%
35 SYY SYSCO CORP Consumer Defensive 2,708.0 $223K 0.13% NEW $82.34 -11.3%
36 MPC MARATHON PETE CORP Energy 1,118.0 $215K 0.12% NEW $192.65 +29.2%
37 SPGI S&P GLOBAL INC Financial Services 439.0 $214K 0.12% NEW $486.71 -17.0%
38 GE GE AEROSPACE Industrials 702.0 $211K 0.12% NEW $300.72 -3.1%
39 FLBL FRANKLIN SENIOR LOAN ETF 8,735.0 $210K 0.12% NEW $24.02 -3.9%
40 EFA ISHARES MSCI EAFE ETF 2,245.0 $210K 0.12% NEW $93.36 +9.0%
Page 2 of 3  ·  41 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%