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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 14 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 PAVE GLOBAL X FDS 92 $5K 0.00% SOLD
262 CNP CENTERPOINT ENERGY INC Utilities 105 $5K 0.00% SOLD
263 SHW SHERWIN WILLIAMS CO Basic Materials 14 $4K 0.00% SOLD
264 FIS FIDELITY NATL INFORMATION SV Technology 94 $4K 0.00% SOLD
265 CINF CINCINNATI FINL CORP Financial Services 28 $4K 0.00% SOLD
266 MCO MOODYS CORP Financial Services 10 $4K 0.00% SOLD
267 SNPS SYNOPSYS INC Technology 11 $4K 0.00% SOLD
268 IOT SAMSARA INC Technology 136 $4K 0.00% SOLD
269 CMI CUMMINS INC Industrials 8 $4K 0.00% SOLD
270 FICO FAIR ISAAC CORP Technology 4 $4K 0.00% SOLD
271 ECL ECOLAB INC Basic Materials 16 $4K 0.00% SOLD
272 AVB AVALONBAY CMNTYS INC Real Estate 26 $4K 0.00% SOLD
273 TDY TELEDYNE TECHNOLOGIES INC Technology 7 $4K 0.00% SOLD
274 CCI CROWN CASTLE INC Real Estate 52 $4K 0.00% SOLD
275 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 132 $4K 0.00% SOLD
276 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 80 $4K 0.00% SOLD
277 OMC OMNICOM GROUP INC Communication Services 56 $4K 0.00% SOLD
278 NOW SERVICENOW INC Technology 40 $4K 0.00% SOLD
279 TEL TE CONNECTIVITY PLC Technology 20 $4K 0.00% SOLD
280 STT STATE STR CORP Financial Services 33 $4K 0.00% SOLD
Page 14 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%