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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVEM AMERICAN CENTY ETF TR 2,867.0 $231K 0.07% $80.57 +17.8%
62 DIS DISNEY WALT CO Communication Services 2,374.0 $229K 0.07% $96.39 +2.5%
63 SCZ ISHARES TR 2,890.0 $227K 0.07% $78.40 +4.9%
64 AMAT APPLIED MATLS INC Technology 661.0 $226K 0.07% NEW $341.79 +88.0%
65 CI THE CIGNA GROUP Healthcare 844.0 $225K 0.07% $266.75 +6.5%
66 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 563.0 $221K 0.07% NEW $391.76 +136.4%
67 KO COCA COLA CO Consumer Defensive 2,881.0 $219K 0.07% $76.05 +7.9%
68 SPY STATE STR SPDR S&P 500 ETF T Financial Services 328.0 $213K 0.06% $650.34 +12.9%
69 DFAR DIMENSIONAL ETF TRUST 8,713.0 $206K 0.06% NEW $23.65 +12.7%
70 VTV VANGUARD INDEX FDS 1,043.0 $205K 0.06% NEW $196.14 +11.5%
Page 4 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%