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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 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DCOR DIMENSIONAL US CORE EQUITY 1 ETF 4,266.0 $307K 0.17% NEW $71.94 +11.1%
122 GILD GILEAD SCIENCES INC Healthcare 2,693.0 $299K 0.17% NEW $110.98 +19.0%
123 BLV VANGUARD LONG TERM BOND ETF 4,184.0 $296K 0.17% -144.0 -3.3% $70.85 -5.1%
124 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 5,974.0 $295K 0.17% +36.0 +0.6% $49.46 -3.8%
125 WM WASTE MGMT INC DEL Industrials 1,292.0 $285K 0.16% $220.89 -0.9%
126 TBLL INVESCO SHORT TERM TREASURY ETF 2,661.0 $281K 0.16% -28K -91.3% $105.64 +0.1%
127 IWF ISHARES RUSSELL 1000 GROWTH ETF 592.0 $277K 0.16% NEW $468.69 -73.5%
128 FAST FASTENAL CO Industrials 5,615.0 $275K 0.16% $49.04 -10.3%
129 QCOM QUALCOMM INC Technology 1,616.0 $269K 0.15% $166.38 +20.3%
130 PAA PLAINS ALL AMERICAN P LP Energy 15,591.0 $266K 0.15% +280.0 +1.8% $17.06 +31.8%
131 DOV DOVER CORP Industrials 1,565.0 $261K 0.15% +149.0 +10.5% $166.83 +28.5%
132 VGT VANGUARD INFORMATION TECHNOLOGY ETF 347.0 $259K 0.15% $745.93 -84.8%
133 ABBV ABBVIE INC Healthcare 7,616.0 $259K 0.15% +2K +39.1% $33.96 +519.5%
134 MMM 3M CO Industrials 1,657.0 $257K 0.15% NEW $155.20 -6.5%
135 MO ALTRIA GROUP INC Consumer Defensive 3,875.0 $256K 0.14% NEW $66.05 +9.6%
136 AEP AMERICAN ELEC PWR CO INC Utilities 2,274.0 $256K 0.14% +14.0 +0.6% $112.50 +11.2%
137 IVV ISHARES CORE S&P 500 ETF 378.0 $253K 0.14% NEW $670.17 +10.8%
138 OKE ONEOK INC NEW Energy 3,371.0 $246K 0.14% +490.0 +17.0% $72.96 +24.8%
139 T AT&T INC Communication Services 8,521.0 $241K 0.14% NEW $28.24 -12.7%
140 UCON FIRST TRUST SMITH UNCON BOND ETF 9,545.0 $240K 0.14% NEW $25.19 -1.8%
Page 7 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%