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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
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IDEV ISHARES TR 45,171.0 $4.0M 1.05% +3K +7.8% $89.01 +5.2%
22 DFGR DIMENSIONAL ETF TRUST 125,318.0 $3.6M 0.95% +6K +5.2% $28.97 +1.2%
23 CAT CATERPILLAR INC Industrials 2,797.0 $3.0M 0.78% $1064.92 -23.5%
24 VLUE ISHARES TR 12,798.0 $2.6M 0.67% $199.81 +1.0%
25 MSFT MICROSOFT CORP Technology 5,976.0 $2.2M 0.58% +201.0 +3.5% $373.05 +36.7%
26 AAPL APPLE INC Technology 6,310.0 $1.8M 0.48% +40.0 +0.6% $289.37 +9.4%
27 AMZN AMAZON COM INC Consumer Cyclical 7,512.0 $1.8M 0.47% -82.0 -1.1% $238.35 +8.8%
28 VTIP VANGUARD MALVERN FDS 31,736.0 $1.6M 0.42% +8K +36.2% $50.23 -0.8%
29 VTI VANGUARD INDEX FDS 3,410.0 $1.3M 0.33% $370.08 +2.9%
30 DFNM DIMENSIONAL ETF TRUST 25,201.0 $1.2M 0.32% +2K +11.0% $48.34 -1.6%
31 AVSC AMERICAN CENTY ETF TR 16,580.0 $1.2M 0.32% $73.34 +0.4%
32 GOOGL ALPHABET INC Communication Services 3,387.0 $1.2M 0.32% $357.37 -3.8%
33 META META PLATFORMS INC Communication Services 1,780.0 $1.0M 0.26% $563.32 +3.2%
34 CSCO CISCO SYS INC Technology 6,806.0 $799K 0.21% $117.46 -5.7%
35 UNH UNITEDHEALTH GROUP INC Healthcare 1,663.0 $691K 0.18% $415.63 -5.1%
36 BA BOEING CO Industrials 3,174.0 $687K 0.18% $216.47 -3.4%
37 NVDA NVIDIA CORPORATION Technology 3,342.0 $669K 0.17% -110.0 -3.2% $200.03 +12.6%
38 MU MICRON TECHNOLOGY INC Technology 563.0 $650K 0.17% -153.0 -21.4% $1154.29 -19.2%
39 DFSV DIMENSIONAL ETF TRUST 15,930.0 $618K 0.16% -1K -7.7% $38.79 +3.6%
40 EFV ISHARES TR 8,060.0 $617K 0.16% +206.0 +2.6% $76.55 +7.4%
Page 2 of 4  ·  74 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 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%