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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 2,314.0 $566K 0.17% -24.0 -1.0% $244.44 +3.7%
42 PFE PFIZER INC Healthcare 18,874.0 $530K 0.16% $28.08 -13.9%
43 CSCO CISCO SYS INC Technology 6,808.0 $528K 0.16% -90.0 -1.3% $77.59 +49.4%
44 PCAR PACCAR INC Industrials 4,430.0 $512K 0.15% $115.50 +4.4%
45 UNH UNITEDHEALTH GROUP INC Healthcare 1,663.0 $450K 0.14% $270.59 +57.0%
46 CVX CHEVRON CORPORATION Energy 2,167.0 $448K 0.13% -39.0 -1.8% $206.90 -17.5%
47 EPD ENTERPRISE PRODS PARTNERS L Energy 11,000.0 $416K 0.12% $37.84 -3.3%
48 LLY ELI LILLY & CO Healthcare 451.0 $415K 0.12% -4.0 -0.9% $919.77 +31.1%
49 CBSH COMMERCE BANCSHARES INC Financial Services 7,525.0 $370K 0.11% $49.20 +17.1%
50 VCSH VANGUARD SCOTTSDALE FDS 4,631.0 $367K 0.11% $79.27 -0.2%
51 AVUS AMERICAN CENTY ETF TR 3,296.0 $366K 0.11% $111.18 +13.7%
52 PEP PEPSICO INC Consumer Defensive 2,096.0 $325K 0.10% -103.0 -4.7% $155.29 -9.0%
53 DFIC DIMENSIONAL ETF TRUST 9,120.0 $324K 0.10% -428.0 -4.5% $35.53 +4.2%
54 JPM JPMORGAN CHASE & CO Financial Services 1,087.0 $320K 0.10% -31.0 -2.8% $294.03 +12.1%
55 SCHB SCHWAB STRATEGIC TR 11,885.0 $298K 0.09% $25.10 +13.4%
56 EMR EMERSON ELEC CO Industrials 2,192.0 $287K 0.09% -24.0 -1.1% $131.02 +10.0%
57 VBR VANGUARD INDEX FDS 1,315.0 $286K 0.09% $217.25 +11.3%
58 BERKSHIRE HATHAWAY INC DEL 588.0 $282K 0.08% $479.20
59 GD GENERAL DYNAMICS CORP Industrials 723.0 $248K 0.07% -10.0 -1.4% $343.22 +1.1%
60 MU MICRON TECHNOLOGY INC Technology 716.0 $242K 0.07% $337.84 +241.0%
Page 3 of 4  ·  70 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%