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Portfolio (Quarterly) Guide ↗

CLARIS ADVISORS, LLC / MO /

· CIK 0001905092
13F Portfolio $383M AUM 74 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 17 Added 20 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC Technology 1,009.0 $301K 0.08% NEW $297.89 -18.9%
2 IEMG ISHARES INC 2,731.0 $226K 0.06% NEW $82.84 -0.5%
3 NUE NUCOR CORP Basic Materials 1,010.0 $225K 0.06% NEW $222.75 +13.3%
4 VSS VANGUARD INTL EQUITY INDEX F 1,366.0 $211K 0.06% NEW $154.29 +4.8%
5 VEA VANGUARD TAX-MANAGED FDS 2,880.0 $205K 0.05% NEW $71.25 +3.0%

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 33.7%
Industrials 20.4%
Communication Services 11.0%
Healthcare 10.7%
Consumer Cyclical 9.8%
Consumer Defensive 4.7%
Financial Services 4.6%
Energy 4.1%
Basic Materials 1.0%