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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 5 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF 11,206.0 $569K 0.31% +1K +15.2% $50.80 -0.7%
82 RSP INVSC S P 500 EQUAL WEIGHT ETF 2,814.0 $540K 0.29% +152.0 +5.7% $191.90 +6.7%
83 FIDELITY MSCI HEALTH CARE INDX ETF 7,609.0 $535K 0.29% $70.36
84 GOOG ALPHABET INC CLASS C Communication Services 1,788.0 $513K 0.28% +184.0 +11.5% $286.84 +33.7%
85 PEP PEPSICO INC Consumer Defensive 3,215.0 $499K 0.27% -93.0 -2.8% $155.29 -4.1%
86 BOND PIMCO ACTIVE BOND ETF 5,367.0 $495K 0.27% -163.0 -3.0% $92.29 -1.0%
87 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 3,358.0 $491K 0.27% +669.0 +24.9% $146.28 -6.2%
88 SPRX SPEAR ALPHA ETF 13,392.0 $477K 0.26% -1K -7.4% $35.60 +44.8%
89 FUTY FIDELITY MSCI UTILITIES INDX ETF 7,893.0 $466K 0.26% $59.07 -1.5%
90 RIGS RIVERFRONT STRATEGIC INCOME ETF 19,979.0 $457K 0.25% -4K -15.5% $22.86 -0.7%
91 SO SOUTHERN CO Utilities 4,644.0 $448K 0.24% -175.0 -3.6% $96.53 -3.0%
92 IJH ISHARES CORE S&P MID CAPETF 6,560.0 $443K 0.24% NEW $67.53 +8.0%
93 ED CONSOLIDATED EDISON INC Utilities 3,846.0 $435K 0.24% +62.0 +1.6% $113.18 -5.1%
94 FDX FEDEX CORP Industrials 1,218.0 $434K 0.24% NEW $356.18 +9.2%
95 RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATEHEDGE ETF 11,770.0 $426K 0.23% NEW $36.22 +0.7%
96 ADP AUTOMATIC DATA PROCESSIN Industrials 2,098.0 $426K 0.23% -16.0 -0.8% $203.13 +8.3%
97 GILD GILEAD SCIENCES INC Healthcare 3,028.0 $422K 0.23% +335.0 +12.4% $139.35 -6.4%
98 DTE DTE ENERGY CO Utilities 2,884.0 $422K 0.23% +46.0 +1.6% $146.22 -1.7%
99 META META PLATFORMS INC CLASS A Communication Services 734.0 $420K 0.23% -17.0 -2.3% $572.09 +6.2%
100 PODD INSULET CORP Healthcare 2,000.0 $420K 0.23% $209.84 -25.4%
Page 5 of 9  ·  177 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%