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Portfolio (Quarterly) Guide ↗

Claris Financial LLC

· CIK 0002060278
13F Portfolio $183M AUM 178 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 36 New 71 Added 49 Reduced 24 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QDVO AMPLIFY CWP GROWTH AND INCM ETF 25,259.0 $673K 0.37% -14K -35.8% $26.65 +14.9%
22 NEE NEXTERA ENERGY INC Utilities 6,806.0 $632K 0.35% -359.0 -5.0% $92.88 -3.0%
23 QQQ INVSC QQQ TRUST SRS 1 ETF Financial Services 1,068.0 $616K 0.34% -69.0 -6.1% $577.21 +23.5%
24 CLOZ ELDRIDGE BBB B CLO ETF 23,442.0 $601K 0.33% -26K -52.3% $25.65 +3.2%
25 LMT LOCKHEED MARTIN CORP Industrials 968.0 $585K 0.32% -12.0 -1.2% $604.08 -12.8%
26 PEP PEPSICO INC Consumer Defensive 3,215.0 $499K 0.27% -93.0 -2.8% $155.29 -3.2%
27 BOND PIMCO ACTIVE BOND ETF 5,367.0 $495K 0.27% -163.0 -3.0% $92.29 -1.2%
28 SPRX SPEAR ALPHA ETF 13,392.0 $477K 0.26% -1K -7.4% $35.60 +38.1%
29 RIGS RIVERFRONT STRATEGIC INCOME ETF 19,979.0 $457K 0.25% -4K -15.5% $22.86 -0.7%
30 SO SOUTHERN CO Utilities 4,644.0 $448K 0.24% -175.0 -3.6% $96.53 -2.5%
31 ADP AUTOMATIC DATA PROCESSIN Industrials 2,098.0 $426K 0.23% -16.0 -0.8% $203.13 +8.6%
32 META META PLATFORMS INC CLASS A Communication Services 734.0 $420K 0.23% -17.0 -2.3% $572.09 +5.3%
33 ITW ILLINOIS TOOL WKS INC Industrials 1,585.0 $413K 0.23% -84.0 -5.0% $260.33 -5.0%
34 LOW LOWES COS INC Consumer Cyclical 1,717.0 $406K 0.22% -14.0 -0.8% $236.32 -7.6%
35 VZ VERIZON COMMUNICATIONS I Communication Services 7,869.0 $395K 0.22% -1K -11.3% $50.20 -4.9%
36 SYK STRYKER CORP Healthcare 1,018.0 $335K 0.18% -32.0 -3.0% $328.60 -3.3%
37 COF CAPITAL ONE FINL CORP Financial Services 1,770.0 $323K 0.18% -1K -39.5% $182.42 -0.2%
38 BSV VANGUARD SHORT-TERM BONDETF 4,005.0 $314K 0.17% -4K -50.8% $78.40 -0.7%
39 F FORD MTR CO DEL Consumer Cyclical 26,584.0 $307K 0.17% -349.0 -1.3% $11.54 +13.2%
40 UPS UNITED PARCEL SVC INC CLASS B Industrials 2,853.0 $281K 0.15% -1K -29.8% $98.39 -1.6%
Page 2 of 3  ·  49 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 30.2%
Financial Services 17.8%
Healthcare 10.1%
Consumer Defensive 8.8%
Consumer Cyclical 8.5%
Industrials 7.6%
Energy 6.3%
Utilities 5.4%
Communication Services 4.2%
Basic Materials 0.8%