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Portfolio (Quarterly) Guide ↗

CLARIS ADVISORS, LLC / MO /

· CIK 0001905092
13F Portfolio $328M AUM 68 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IDEV ISHARES TR 41,085.0 $3.4M 1.03% NEW $82.48 +6.8%
22 MSFT MICROSOFT CORP Technology 6,685.0 $3.2M 0.98% NEW $483.65 -22.9%
23 DFGR DIMENSIONAL ETF TRUST 97,888.0 $2.6M 0.79% NEW $26.42 +11.7%
24 AMZN AMAZON COM INC Consumer Cyclical 7,666.0 $1.8M 0.54% NEW $230.83 +0.8%
25 VLUE ISHARES TR 12,798.0 $1.7M 0.53% NEW $136.73 +46.3%
26 AAPL APPLE INC Technology 6,337.0 $1.7M 0.53% NEW $271.86 +4.4%
27 CAT CATERPILLAR INC Industrials 2,798.0 $1.6M 0.49% NEW $572.81 +74.1%
28 META META PLATFORMS INC Communication Services 1,985.0 $1.3M 0.40% NEW $660.03 -16.6%
29 VTI VANGUARD INDEX FDS 3,402.0 $1.1M 0.35% NEW $335.21 +8.1%
30 VTIP VANGUARD MALVERN FDS 21,797.0 $1.1M 0.33% NEW $49.46 +1.6%
31 GOOGL ALPHABET INC Communication Services 3,439.0 $1.1M 0.33% NEW $313.00 +7.8%
32 AVSC AMERICAN CENTY ETF TR 16,580.0 $974K 0.30% NEW $58.74 +24.3%
33 DFNM DIMENSIONAL ETF TRUST 18,431.0 $888K 0.27% NEW $48.17 +0.3%
34 HD HOME DEPOT INC Consumer Cyclical 2,090.0 $719K 0.22% NEW $344.04 +1.4%
35 BA BOEING CO Industrials 3,174.0 $689K 0.21% NEW $217.12 +0.1%
36 NVDA NVIDIA CORPORATION Technology 3,625.0 $676K 0.21% NEW $186.55 +3.2%
37 EFV ISHARES TR 7,854.0 $561K 0.17% NEW $71.41 +6.6%
38 DFSV DIMENSIONAL ETF TRUST 16,824.0 $553K 0.17% NEW $32.89 +18.2%
39 UNH UNITEDHEALTH GROUP INC Healthcare 1,663.0 $549K 0.17% NEW $330.11 +29.6%
40 CSCO CISCO SYS INC Technology 6,898.0 $531K 0.16% NEW $77.03 +47.7%
Page 2 of 4  ·  68 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 31.8%
Industrials 16.0%
Communication Services 12.8%
Consumer Cyclical 12.0%
Healthcare 10.7%
Financial Services 6.0%
Energy 5.7%
Consumer Defensive 5.0%