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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLV VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES 3,869.0 $266K 0.15% -315.0 -7.5% $68.79 -1.7%
142 FAST FASTENAL CO Industrials 5,673.0 $263K 0.14% +58.0 +1.0% $46.40 -6.2%
143 SPYM STATE STREET SPDR PORTFLS&P 500 ETF 3,417.0 $262K 0.14% -2K -35.0% $76.54 +14.2%
144 VOT VANGUARD MID CAP GROWTH ETF 1,010.0 $260K 0.14% +235.0 +30.3% $257.38 +12.2%
145 GRID FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN 1,548.0 $253K 0.14% NEW $163.58 +16.8%
146 FICS FIRST TRUST INTL DELP CAPTL SGTH ETF 6,393.0 $250K 0.14% NEW $39.04 +5.2%
147 ABT ABBOTT LABS Healthcare 2,384.0 $245K 0.13% -64.0 -2.6% $102.66 -14.5%
148 MMM 3M CO Industrials 1,665.0 $242K 0.13% $145.25 +4.4%
149 NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 1,526.0 $233K 0.13% NEW $152.75 -0.6%
150 DE DEERE & CO Industrials 413.0 $233K 0.13% NEW $563.44 -5.7%
151 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 4,750.0 $228K 0.12% -1K -20.5% $48.05 -0.2%
152 JCI JOHNSON CONTROLS INT F Industrials 1,731.0 $227K 0.12% NEW $130.92 +3.5%
153 IWF ISHARES RUSSELL 1000 GROWTH ETF 525.0 $224K 0.12% -67.0 -11.3% $426.28 -70.8%
154 UCON FIRST TRUST SMITH UNCON BOND ETF 8,984.0 $223K 0.12% -561.0 -5.9% $24.77 -0.0%
155 FITB FIFTH THIRD BANCORP Financial Services 4,786.0 $222K 0.12% NEW $46.46 +5.8%
156 VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 1,204.0 $222K 0.12% NEW $184.22 +4.6%
157 EFA ISHARES MSCI EAFE ETF 2,265.0 $220K 0.12% +20.0 +0.9% $97.13 +7.3%
158 ECL ECOLAB INC Basic Materials 818.0 $218K 0.12% $266.02 -6.0%
159 ICE INTERCONTINENTAL EXCHANG Financial Services 1,377.0 $217K 0.12% $157.28 -3.7%
160 GEV GE VERNOVA INC Utilities 247.0 $216K 0.12% NEW $873.12 +19.6%
Page 8 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%