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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 21 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
401 INCY INCYTE CORP Healthcare 21 $2K 0.00% SOLD
402 WEC WEC ENERGY GROUP INC Utilities 17 $2K 0.00% SOLD
403 ADBE ADOBE INC Technology 8 $2K 0.00% SOLD
404 SFNC SIMMONS FIRST NATL CORP Financial Services 100 $2K 0.00% SOLD
405 FF FUTUREFUEL CORP Basic Materials 500 $2K 0.00% SOLD
406 PNW PINNACLE WEST CAP CORP Utilities 19 $2K 0.00% SOLD
407 XYL XYLEM INC Industrials 16 $2K 0.00% SOLD
408 BUNGE GLOBAL SA 15 $2K 0.00% SOLD
409 VMC VULCAN MATLS CO Basic Materials 7 $2K 0.00% SOLD
410 CENCORA INC 6 $2K 0.00% SOLD
411 HPE HEWLETT PACKARD ENTERPRISE C Technology 79 $2K 0.00% SOLD
412 DOV DOVER CORP Industrials 9 $2K 0.00% SOLD
413 IQVIA HLDGS INC 11 $2K 0.00% SOLD
414 HOOD ROBINHOOD MKTS INC Financial Services 27 $2K 0.00% SOLD
415 JBL JABIL INC Technology 7 $2K 0.00% SOLD
416 CPT CAMDEN PPTY TR Real Estate 19 $2K 0.00% SOLD
417 INGERSOLL RAND INC 23 $2K 0.00% SOLD
418 PAYX PAYCHEX INC Industrials 20 $2K 0.00% SOLD
419 EXR EXTRA SPACE STORAGE INC Real Estate 14 $2K 0.00% SOLD
420 PINS PINTEREST INC Communication Services 100 $2K 0.00% SOLD
Page 21 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%