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Portfolio (Quarterly) Guide ↗

CLARIS ADVISORS, LLC / MO /

· CIK 0001905092
13F Portfolio $334M AUM 70 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 16 Added 21 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMAT APPLIED MATLS INC Technology 661.0 $226K 0.07% NEW $341.79 +88.0%
2 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 563.0 $221K 0.07% NEW $391.76 +136.4%
3 DFAR DIMENSIONAL ETF TRUST 8,713.0 $206K 0.06% NEW $23.65 +12.7%
4 VTV VANGUARD INDEX FDS 1,043.0 $205K 0.06% NEW $196.14 +11.5%

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 28.5%
Industrials 18.8%
Consumer Cyclical 11.6%
Communication Services 11.4%
Healthcare 11.2%
Energy 8.0%
Consumer Defensive 5.8%
Financial Services 4.6%