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Portfolio (Quarterly) Guide ↗

Clayton Financial Group LLC

· CIK 0002011212
13F Portfolio $181M AUM 72 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 Added 32 Reduced 549 Exited
Page 10 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 FTV FORTIVE CORP Technology 165 $9K 0.01% SOLD
182 BLOCK INC 148 $9K 0.01% SOLD
183 ADSK AUTODESK INC Technology 37 $9K 0.01% SOLD
184 COP CONOCOPHILLIPS Energy 67 $9K 0.01% SOLD
185 D DOMINION ENERGY INC Utilities 141 $9K 0.00% SOLD
186 AIG AMERICAN INTL GROUP INC Financial Services 112 $8K 0.00% SOLD
187 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2 $8K 0.00% SOLD
188 VST VISTRA CORP Utilities 56 $8K 0.00% SOLD
189 ENTERGY CORP NEW 74 $8K 0.00% SOLD
190 MRVL MARVELL TECHNOLOGY INC Technology 83 $8K 0.00% SOLD
191 ZTS ZOETIS INC Healthcare 69 $8K 0.00% SOLD
192 TDG TRANSDIGM GROUP INC Industrials 7 $8K 0.00% SOLD
193 VOLATILITY SHS TR 201 $8K 0.00% SOLD
194 NFRA FLEXSHARES TR 125 $8K 0.00% SOLD
195 XEL XCEL ENERGY INC Utilities 99 $8K 0.00% SOLD
196 KVUE KENVUE INC Consumer Defensive 445 $8K 0.00% SOLD
197 YUM YUM BRANDS INC Consumer Cyclical 49 $8K 0.00% SOLD
198 WM WASTE MGMT INC DEL Industrials 33 $8K 0.00% SOLD
199 CVNA CARVANA CO Consumer Cyclical 24 $8K 0.00% SOLD
200 COIN COINBASE GLOBAL INC Financial Services 43 $8K 0.00% SOLD
Page 10 of 28  ·  549 positions
Sector Allocation
Financial Services 38.1%
Technology 15.9%
Healthcare 14.5%
Industrials 13.9%
Consumer Defensive 9.5%
Consumer Cyclical 4.6%
Communication Services 3.5%