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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
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUV DIMENSIONAL ETF TRUST 394,038.0 $19.1M 5.71% -6K -1.4% $48.46 +13.7%
2 DFIV DIMENSIONAL ETF TRUST 358,252.0 $18.9M 5.66% -10K -2.8% $52.78 +2.2%
3 AVUV AMERICAN CENTY ETF TR 149,187.0 $16.5M 4.93% -5K -3.0% $110.47 +12.4%
4 DFAX DIMENSIONAL ETF TRUST 427,506.0 $14.5M 4.35% -13K -2.9% $33.97 +7.5%
5 DISV DIMENSIONAL ETF TRUST 202,069.0 $8.0M 2.38% -11K -5.3% $39.44 +2.4%
6 MSFT MICROSOFT CORP Technology 5,775.0 $2.1M 0.64% -910.0 -13.6% $370.18 +0.4%
7 AAPL APPLE INC Technology 6,270.0 $1.6M 0.48% -67.0 -1.1% $253.80 +10.7%
8 AMZN AMAZON COM INC Consumer Cyclical 7,594.0 $1.6M 0.47% -72.0 -0.9% $208.28 +10.8%
9 META META PLATFORMS INC Communication Services 1,777.0 $1.0M 0.30% -208.0 -10.5% $572.27 -2.9%
10 GOOGL ALPHABET INC Communication Services 3,392.0 $975K 0.29% -47.0 -1.4% $287.56 +18.8%
11 NVDA NVIDIA CORPORATION Technology 3,452.0 $602K 0.18% -173.0 -4.8% $174.44 +11.6%
12 WMT WALMART INC Consumer Defensive 4,674.0 $581K 0.17% -33.0 -0.7% $124.28 -5.9%
13 JNJ JOHNSON & JOHNSON Healthcare 2,314.0 $566K 0.17% -24.0 -1.0% $244.44 +3.7%
14 CSCO CISCO SYS INC Technology 6,808.0 $528K 0.16% -90.0 -1.3% $77.59 +49.4%
15 CVX CHEVRON CORPORATION Energy 2,167.0 $448K 0.13% -39.0 -1.8% $206.90 -17.5%
16 LLY ELI LILLY & CO Healthcare 451.0 $415K 0.12% -4.0 -0.9% $919.77 +31.1%
17 PEP PEPSICO INC Consumer Defensive 2,096.0 $325K 0.10% -103.0 -4.7% $155.29 -9.0%
18 DFIC DIMENSIONAL ETF TRUST 9,120.0 $324K 0.10% -428.0 -4.5% $35.53 +4.2%
19 JPM JPMORGAN CHASE & CO Financial Services 1,087.0 $320K 0.10% -31.0 -2.8% $294.03 +12.1%
20 EMR EMERSON ELEC CO Industrials 2,192.0 $287K 0.09% -24.0 -1.1% $131.02 +10.0%
Page 1 of 2  ·  21 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 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%