BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Total Clarity Wealth Management, Inc.

· CIK 0001804909
13F Portfolio $515M AUM 368 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 137 Added 128 Reduced 25 Exited
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,173.0 $445K 0.09% NEW $86.09 +18.1%
22 FNLC FIRST BANCORP INC ME Financial Services 12,566.0 $438K 0.09% NEW $34.82 -0.9%
23 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,122.0 $416K 0.08% NEW $370.73 -3.4%
24 STLA STELLANTIS N.V Consumer Cyclical 71,601.0 $411K 0.08% NEW $5.74 -10.1%
25 FCX FREEPORT MCMORAN INC Basic Materials 6,514.0 $410K 0.08% NEW $62.89 +24.9%
26 EAT BRINKER INTL INC Consumer Cyclical 2,373.0 $399K 0.08% NEW $168.00 +43.4%
27 GLW CORNING INC Technology 1,545.0 $395K 0.08% NEW $255.43 -40.7%
28 EQT EQT CORP Energy 7,277.0 $387K 0.07% NEW $53.17 +3.8%
29 JEPI J P MORGAN EXCHANGE TRADED F 6,791.0 $384K 0.07% NEW $56.48 +3.0%
30 AGIX KRANESHARES TRUST 8,112.0 $380K 0.07% NEW $46.89 -4.5%
31 CC CHEMOURS CO Basic Materials 18,383.0 $377K 0.07% NEW $20.52 -23.6%
32 LMND LEMONADE INC Financial Services 5,725.0 $372K 0.07% NEW $65.05 -16.4%
33 ZTS ZOETIS INC Healthcare 5,153.0 $370K 0.07% NEW $71.86 +8.4%
34 SATS ECHOSTAR CORP Technology 3,559.0 $361K 0.07% NEW $101.50 -14.3%
35 RBC RBC BEARINGS INC Industrials 553.0 $356K 0.07% NEW $644.06 -20.4%
36 AMKR AMKOR TECHNOLOGY INC Technology 4,102.0 $354K 0.07% NEW $86.23 -43.9%
37 LASR NLIGHT INC Technology 5,050.0 $352K 0.07% NEW $69.62 -37.5%
38 AELUMA INC 15,177.0 $335K 0.07% NEW $22.08
39 KD KYNDRYL HLDGS INC Technology 29,428.0 $333K 0.07% NEW $11.31 +12.2%
40 KRYS KRYSTAL BIOTECH INC Healthcare 890.0 $331K 0.06% NEW $371.67 -2.5%
Page 2 of 5  ·  82 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 29.2%
Financial Services 18.9%
Industrials 11.7%
Healthcare 8.6%
Consumer Cyclical 8.6%
Communication Services 6.3%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 3.9%
Basic Materials 2.2%