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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 9,252.0 $417K 0.23% NEW $45.12 +13.1%
102 MS MORGAN STANLEY Financial Services 2,522.0 $415K 0.23% +18.0 +0.7% $164.59 +21.8%
103 ITW ILLINOIS TOOL WKS INC Industrials 1,585.0 $413K 0.23% -84.0 -5.0% $260.33 -4.0%
104 AFL AFLAC INC Financial Services 3,746.0 $411K 0.23% +104.0 +2.9% $109.71 +7.4%
105 LOW LOWES COS INC Consumer Cyclical 1,717.0 $406K 0.22% -14.0 -0.8% $236.32 -8.0%
106 GD GENERAL DYNAMICS CORP Industrials 1,156.0 $397K 0.22% +8.0 +0.7% $343.07 -1.3%
107 VZ VERIZON COMMUNICATIONS I Communication Services 7,869.0 $395K 0.22% -1K -11.3% $50.20 -4.7%
108 LIN LINDE PLC F Basic Materials 790.0 $392K 0.21% NEW $495.76 +3.8%
109 MA MASTERCARD INC CLASS A Financial Services 757.0 $378K 0.21% +90.0 +13.5% $499.68 -0.0%
110 WMB WILLIAMS COS INC Energy 5,089.0 $370K 0.20% +1K +35.5% $72.78 +7.0%
111 AEP AMERICAN ELEC PWR CO INC Utilities 2,720.0 $357K 0.20% +446.0 +19.6% $131.07 -1.1%
112 AXP AMERICAN EXPRESS CO Financial Services 1,173.0 $355K 0.19% +137.0 +13.2% $302.40 +2.4%
113 PAA PLAINS ALL AMERICAN P LP Energy 15,591.0 $348K 0.19% $22.33 +6.0%
114 DCOR DIMENSIONAL US CORE EQUITY 1 ETF 4,794.0 $346K 0.19% +528.0 +12.4% $72.08 +11.7%
115 DIVO AMPLIFY CWP ENHANCED DIVINM ETF 7,686.0 $345K 0.19% NEW $44.85 +2.3%
116 SPGP INVESCO S AND P 500 GARPETF 3,185.0 $343K 0.19% NEW $107.62 +9.4%
117 SOFI SOFI TECHNOLOGIES INC Financial Services 22,074.0 $340K 0.19% NEW $15.40 +1.9%
118 DFAS DIMENSIONAL U.S. SMALL CAP ETF 4,751.0 $338K 0.18% NEW $71.13 +8.1%
119 SYK STRYKER CORP Healthcare 1,018.0 $335K 0.18% -32.0 -3.0% $328.60 -2.2%
120 EMR EMERSON ELEC CO Industrials 2,502.0 $328K 0.18% $131.02 +3.0%
Page 6 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%