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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLW CORNING INC Technology 2,685.0 $686K 0.44% NEW $255.43 -41.7%
2 MRVL MARVELL TECHNOLOGY INC Technology 1,730.0 $515K 0.33% NEW $297.89 -27.3%
3 INTC INTEL CORP Technology 3,590.0 $501K 0.32% NEW $139.63 -35.9%
4 AMAT APPLIED MATLS INC Technology 566.0 $409K 0.26% NEW $723.00 -36.1%
5 COP CONOCOPHILLIPS Energy 3,698.0 $384K 0.25% NEW $103.96 +25.4%
6 SNDK SANDISK CORP Technology 166.0 $377K 0.24% NEW $2273.73 -34.7%
7 VB VANGUARD INDEX FDS 982.0 $298K 0.19% NEW $303.12 -0.8%
8 CIBR FIRST TR EXCHANGE-TRADED FD 3,078.0 $277K 0.18% NEW $89.84 +9.7%
9 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 231.0 $223K 0.14% NEW $965.00 -14.0%
10 WDC WESTERN DIGITAL CORP Technology 343.0 $219K 0.14% NEW $638.72 -28.1%
11 GS GOLDMAN SACHS GROUP INC Financial Services 208.0 $210K 0.14% NEW $1011.37 +2.2%

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%