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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 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VYM VANGUARD WHITEHALL FDS 1,395.0 $221K 0.14% +8.0 +0.6% $158.07 +3.9%
122 WDC WESTERN DIGITAL CORP Technology 343.0 $219K 0.14% NEW $638.72 -28.1%
123 GS GOLDMAN SACHS GROUP INC Financial Services 208.0 $210K 0.14% NEW $1011.37 +2.2%
124 ADP AUTOMATIC DATA PROCESSING IN Industrials 923.0 $207K 0.13% -105.0 -10.2% $223.95 +28.4%
Page 7 of 7  ·  124 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%