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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BUFR FT VEST LADDERED BUFFER ETF 20,213.0 $676K 0.38% NEW $33.42 +7.9%
62 RTX RTX CORP Industrials 4,026.0 $674K 0.38% +694.0 +20.8% $167.32 +5.0%
63 LLY ELI LILLY AND CO Healthcare 865.0 $660K 0.38% -36.0 -4.0% $762.89 +32.0%
64 VO VANGUARD MID CAP ETF 2,246.0 $660K 0.38% +314.0 +16.2% $293.78 -73.9%
65 BUFQ FT VEST LADDERD NASDAQ BUFFER ETF 18,850.0 $657K 0.37% +11K +153.5% $34.84 +11.3%
66 VZ VERIZON COMMUNICATIONS I Communication Services 8,873.0 $653K 0.37% +635.0 +7.7% $73.64 -36.1%
67 BSV VANGUARD SHORT-TERM BONDETF 8,143.0 $643K 0.36% +3K +60.5% $78.90 -1.4%
68 COF CAPITAL ONE FINL CORP Financial Services 2,928.0 $623K 0.35% +1K +71.4% $212.61 -12.6%
69 ADP AUTOMATIC DATA PROCESSIN Industrials 2,114.0 $620K 0.35% +157.0 +8.0% $293.45 -26.9%
70 PODD INSULET CORP Healthcare 2,000.0 $617K 0.35% NEW $308.73 -51.8%
71 VTI VANGUARD TOTAL STOCK MARKET ETF 1,874.0 $615K 0.35% -40.0 -2.1% $328.15 +10.5%
72 WMT WALMART INC Consumer Defensive 5,479.0 $565K 0.32% +941.0 +20.7% $103.06 +28.5%
73 SPRX SPEAR ALPHA ETF 14,457.0 $557K 0.32% NEW $38.53 +25.0%
74 ISRG INTUITIVE SURGICAL INC Healthcare 1,235.0 $552K 0.31% +79.0 +6.8% $447.23 -4.3%
75 META META PLATFORMS INC CLASS A Communication Services 751.0 $551K 0.31% +43.0 +6.1% $734.27 -15.8%
76 MRK MERCK & CO. INC. Healthcare 6,567.0 $551K 0.31% -93.0 -1.4% $83.93 +35.1%
77 RIGS RIVERFRONT STRATEGIC INCOME ETF 23,656.0 $551K 0.31% +8K +51.1% $23.28 -2.3%
78 HARD SIMPLIFY COMMO STRATEGY NO K1 ETF 18,238.0 $551K 0.31% NEW $30.20 +19.5%
79 TPL TEXAS PACIFIC LAND C Energy 585.0 $547K 0.31% -4.0 -0.7% $934.25 -58.4%
80 NEE NEXTERA ENERGY INC Utilities 7,165.0 $541K 0.31% -2K -24.8% $75.49 +26.7%
Page 4 of 9  ·  165 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%