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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GD GENERAL DYNAMICS CORP Industrials 733.0 $247K 0.07% NEW $336.66 +3.1%
62 CI THE CIGNA GROUP Healthcare 844.0 $232K 0.07% NEW $275.23 +3.2%
63 SCZ ISHARES TR 2,890.0 $224K 0.07% NEW $77.52 +6.1%
64 SPY SPDR S&P 500 ETF TR Financial Services 328.0 $224K 0.07% NEW $681.92 +7.6%
65 AVEM AMERICAN CENTY ETF TR 2,865.0 $221K 0.07% NEW $77.01 +23.3%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 1,212.0 $215K 0.07% NEW $177.75 -36.2%
67 MU MICRON TECHNOLOGY INC Technology 716.0 $204K 0.06% NEW $285.41 +303.7%
68 KO COCA COLA CO Consumer Defensive 2,881.0 $201K 0.06% NEW $69.91 +17.4%
Page 4 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%