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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 4,056.0 $555K 0.14% $136.72 +14.4%
42 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 563.0 $543K 0.14% $965.00 -12.2%
43 LLY ELI LILLY & CO Healthcare 451.0 $541K 0.14% $1199.43 -2.0%
44 WMT WALMART INC Consumer Defensive 4,668.0 $529K 0.14% $113.26 -9.4%
45 JNJ JOHNSON & JOHNSON Healthcare 1,914.0 $486K 0.13% -400.0 -17.3% $253.97 +4.6%
46 AMAT APPLIED MATLS INC Technology 661.0 $478K 0.12% $723.00 -33.3%
47 PFE PFIZER INC Healthcare 18,880.0 $455K 0.12% $24.08 +16.3%
48 CBSH COMMERCE BANCSHARES INC Financial Services 7,527.0 $435K 0.11% $57.75 +0.5%
49 AVUS AMERICAN CENTY ETF TR 3,087.0 $395K 0.10% -209.0 -6.3% $128.09 +2.2%
50 HD HOME DEPOT INC Consumer Cyclical 1,086.0 $383K 0.10% -999.0 -47.9% $352.83 -6.9%
51 VCSH VANGUARD SCOTTSDALE FDS 4,631.0 $366K 0.10% $79.03 -0.4%
52 CVX CHEVRON CORPORATION Energy 2,167.0 $359K 0.09% $165.76 +20.4%
53 JPM JPMORGAN CHASE & CO Financial Services 1,083.0 $354K 0.09% $327.28 +8.2%
54 DFIC DIMENSIONAL ETF TRUST 9,389.0 $350K 0.09% +269.0 +3.0% $37.26 +5.8%
55 SCHB SCHWAB STRATEGIC TR 11,916.0 $345K 0.09% $28.96 +2.9%
56 VBR VANGUARD INDEX FDS 1,314.0 $319K 0.08% $242.99 +2.2%
57 EMR EMERSON ELEC CO Industrials 2,193.0 $314K 0.08% $143.15 +10.2%
58 MRVL MARVELL TECHNOLOGY INC Technology 1,009.0 $301K 0.08% NEW $297.89 -18.9%
59 PCAR PACCAR INC Industrials 2,474.0 $297K 0.08% -2K -44.1% $120.12 +5.3%
60 BERKSHIRE HATHAWAY INC DEL 587.0 $294K 0.08% $500.39
Page 3 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%