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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 6 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOOG ALPHABET INC CLASS C Communication Services 1,604.0 $391K 0.22% -100.0 -5.9% $243.62 +63.0%
102 SYK STRYKER CORP Healthcare 1,050.0 $388K 0.22% +284.0 +37.1% $369.80 -17.4%
103 BLK BLACKROCK INC NEW Financial Services 175.0 $383K 0.22% NEW $2190.89 -50.6%
104 ED CONSOLIDATED EDISON INC Utilities 3,784.0 $380K 0.22% +33.0 +0.9% $100.51 +6.6%
105 PAVE GLOBAL X US INFRA DVLPMNT ETF 7,330.0 $349K 0.20% -178.0 -2.4% $47.63 +16.3%
106 AXP AMERICAN EXPRESS CO Financial Services 1,036.0 $344K 0.20% +68.0 +7.0% $332.01 -5.6%
107 PINK SIMPLIFY HEALTH CARE ETF 10,845.0 $344K 0.20% NEW $31.71 +15.4%
108 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,266.0 $340K 0.19% -309.0 -4.7% $54.18 +7.9%
109 UPS UNITED PARCEL SVC INC CLASS B Industrials 4,062.0 $339K 0.19% -61.0 -1.5% $83.53 +17.8%
110 ORCL ORACLE CORP Technology 1,181.0 $332K 0.19% $281.28 -30.5%
111 ELV ELEVANCE HEALTH INC Healthcare 1,021.0 $330K 0.19% NEW $323.14 +22.8%
112 EMR EMERSON ELEC CO Industrials 2,507.0 $329K 0.19% +748.0 +42.5% $131.18 +5.1%
113 ABT ABBOTT LABS Healthcare 2,448.0 $328K 0.19% +785.0 +47.2% $133.93 -36.9%
114 WPC W P CAREY INC REIT Real Estate 4,803.0 $325K 0.18% +67.0 +1.4% $67.57 +9.1%
115 F FORD MTR CO DEL Consumer Cyclical 26,933.0 $322K 0.18% +2K +8.7% $11.96 +21.1%
116 RSPG INVSC S P 500 EQUAL WGHTENRGY ETF 4,016.0 $320K 0.18% -7K -63.2% $79.61 +35.0%
117 COIN COINBASE GLOBAL INC CLASS A Financial Services 944.0 $319K 0.18% NEW $337.49 -37.2%
118 MSI MOTOROLA SOLUTIONS INC Technology 686.0 $313K 0.18% $456.96 -12.6%
119 DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 8,120.0 $313K 0.18% NEW $38.57 +11.4%
120 IJR ISHARES CORE S&P SMALL CAP ETF 2,627.0 $312K 0.18% +486.0 +22.7% $118.85 +12.7%
Page 6 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%