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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 11 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 ANET ARISTA NETWORKS INC Technology 60 $7K 0.00% SOLD
202 SPGI S&P GLOBAL INC Financial Services 17 $7K 0.00% SOLD
203 PRU PRUDENTIAL FINL INC Financial Services 73 $7K 0.00% SOLD
204 COF CAPITAL ONE FINL CORP Financial Services 39 $7K 0.00% SOLD
205 HIG HARTFORD INSURANCE GROUP INC Financial Services 52 $7K 0.00% SOLD
206 TROW PRICE T ROWE GROUP INC Financial Services 77 $7K 0.00% SOLD
207 PCG PG&E CORP Utilities 394 $7K 0.00% SOLD
208 WELL WELLTOWER INC Real Estate 35 $7K 0.00% SOLD
209 CRM SALESFORCE INC Technology 37 $7K 0.00% SOLD
210 PHO INVESCO EXCHANGE TRADED FD T 100 $7K 0.00% SOLD
211 PANW PALO ALTO NETWORKS INC Technology 41 $7K 0.00% SOLD
212 GLW CORNING INC Technology 48 $7K 0.00% SOLD
213 WST WEST PHARMACEUTICAL SVSC INC Healthcare 26 $7K 0.00% SOLD
214 WBD WARNER BROS DISCOVERY INC Communication Services 236 $6K 0.00% SOLD
215 KDP KEURIG DR PEPPER INC Consumer Defensive 245 $6K 0.00% SOLD
216 IAK ISHARES TR 50 $6K 0.00% SOLD
217 SPYM SPDR SERIES TRUST 80 $6K 0.00% SOLD
218 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 84 $6K 0.00% SOLD
219 MCK MCKESSON CORP Healthcare 7 $6K 0.00% SOLD
220 CNC CENTENE CORP DEL Healthcare 185 $6K 0.00% SOLD
Page 11 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%