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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 27 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
521 SWK STANLEY BLACK & DECKER INC Industrials 9 $640.0 SOLD
522 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3 $628.0 SOLD
523 BLV VANGUARD BD INDEX FDS 9 $620.0 SOLD
524 BLDR BUILDERS FIRSTSOURCE INC Industrials 7 $577.0 SOLD
525 VCSH VANGUARD SCOTTSDALE FDS 7 $546.0 SOLD
526 PSA PUBLIC STORAGE OPER CO Real Estate 2 $542.0 SOLD
527 BAX BAXTER INTL INC Healthcare 32 $538.0 SOLD
528 SWKS SKYWORKS SOLUTIONS INC Technology 10 $536.0 SOLD
529 TECH BIO-TECHNE CORP Healthcare 10 $523.0 SOLD
530 SOLV SOLVENTUM CORP Healthcare 8 $523.0 SOLD
531 CAG CONAGRA BRANDS INC Consumer Defensive 30 $472.0 SOLD
532 HSIC SCHEIN HENRY INC Healthcare 6 $443.0 SOLD
533 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10 $431.0 SOLD
534 MTCH MATCH GROUP INC NEW Communication Services 14 $430.0 SOLD
535 CIEN CIENA CORP Technology 1 $389.0 SOLD
536 QRVO QORVO INC Technology 5 $387.0 SOLD
537 HRL HORMEL FOODS CORP Consumer Defensive 17 $386.0 SOLD
538 PAYC PAYCOM SOFTWARE INC Technology 3 $365.0 SOLD
539 LW LAMB WESTON HLDGS INC Consumer Defensive 8 $339.0 SOLD
540 AON AON PLC Financial Services 1 $323.0 SOLD
Page 27 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%