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Portfolio (Quarterly) Guide ↗

Clarendon Private LLC

· CIK 0001961628
13F Portfolio $156M AUM 124 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 63 Added 35 Reduced 6 Exited
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACWX ISHARES TR 105,929.0 $8.1M 5.18% +6K +6.2% $76.11 +2.0%
2 AAPL APPLE INC Technology 23,790.0 $6.9M 4.42% +388.0 +1.7% $289.36 +10.5%
3 AMZN AMAZON COM INC Consumer Cyclical 23,686.0 $5.6M 3.63% +2K +10.5% $238.34 +11.8%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,538.0 $5.6M 3.62% +467.0 +6.6% $746.79 +3.0%
5 IJH ISHARES TR 56,968.0 $4.4M 2.82% +5K +9.9% $77.11 -1.8%
6 AVGO BROADCOM INC Technology 10,818.0 $4.1M 2.63% +280.0 +2.7% $377.77 -2.4%
7 QUAL ISHARES TR 17,651.0 $3.9M 2.49% +973.0 +5.8% $219.43 +1.9%
8 GOOG ALPHABET INC 10,891.0 $3.8M 2.47% +238.0 +2.2% $353.34
9 IVV ISHARES TR 4,686.0 $3.5M 2.25% +334.0 +7.7% $748.95 +3.2%
10 QLTY GMO ETF TRUST 66,191.0 $2.8M 1.77% +6K +10.0% $41.62 +4.3%
11 GOOGL ALPHABET INC Communication Services 7,248.0 $2.6M 1.67% +247.0 +3.5% $357.36 -3.0%
12 IEMG ISHARES INC 28,027.0 $2.3M 1.49% +9K +47.6% $82.84 -1.2%
13 VUG VANGUARD INDEX FDS 26,775.0 $2.3M 1.48% +22K +500.6% $86.14 +2.8%
14 RAAX VANECK ETF TRUST 44,932.0 $1.8M 1.15% +26K +133.9% $39.67 +3.8%
15 LRCX LAM RESEARCH CORP Technology 4,103.0 $1.8M 1.14% +2K +150.0% $433.33 -30.3%
16 JNJ JOHNSON & JOHNSON Healthcare 6,395.0 $1.6M 1.04% +98.0 +1.6% $253.99 +5.5%
17 LLY ELI LILLY & CO Healthcare 1,311.0 $1.6M 1.01% +51.0 +4.0% $1199.35 -2.2%
18 MS MORGAN STANLEY Financial Services 7,475.0 $1.6M 1.00% +213.0 +2.9% $209.04 +2.7%
19 AMD ADVANCED MICRO DEVICES INC Technology 2,655.0 $1.5M 0.99% +1K +69.5% $580.91 -19.9%
20 HTRB HARTFORD FDS EXCHANGE TRADED 43,410.0 $1.5M 0.94% +3K +6.2% $33.73 -1.6%
Page 1 of 4  ·  63 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 46.8%
Financial Services 14.6%
Consumer Cyclical 10.1%
Healthcare 7.4%
Communication Services 6.6%
Industrials 6.2%
Consumer Defensive 2.6%
Energy 2.3%
Basic Materials 1.8%
Utilities 1.7%