BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BSX BOSTON SCIENTIFIC CORP Healthcare 1,448 $91K 0.05% SOLD
42 MMM 3M CO Industrials 619 $90K 0.05% SOLD
43 XOM EXXON MOBIL CORP Energy 518 $88K 0.04% SOLD
44 MCD MCDONALDS CORP Consumer Cyclical 276 $86K 0.04% SOLD
45 REGN REGENERON PHARMACEUTICALS Healthcare 107 $83K 0.04% SOLD
46 MLM MARTIN MARIETTA MATLS INC Basic Materials 140 $82K 0.04% SOLD
47 AMGN AMGEN INC Healthcare 234 $82K 0.04% SOLD
48 AVUV AMERICAN CENTY ETF TR 743 $82K 0.04% SOLD
49 MRK MERCK & CO INC Healthcare 675 $81K 0.04% SOLD
50 TLT ISHARES TR 893 $77K 0.04% SOLD
51 RTX RTX CORPORATION Industrials 401 $77K 0.04% SOLD
52 IWO ISHARES TR 242 $76K 0.04% SOLD
53 APOS APOLLO GLOBAL MGMT INC 681 $76K 0.04% SOLD
54 XLY SELECT SECTOR SPDR TR 675 $74K 0.04% SOLD
55 TMO THERMO FISHER SCIENTIFIC INC Healthcare 148 $73K 0.04% SOLD
56 FORTINET INC 890 $73K 0.04% SOLD
57 VEU VANGUARD INTL EQUITY INDEX F 947 $71K 0.04% SOLD
58 BLK BLACKROCK INC Financial Services 73 $70K 0.04% SOLD
59 SCZ ISHARES TR 853 $67K 0.03% SOLD
60 CSX CSX CORP Industrials 1,625 $67K 0.03% SOLD
Page 3 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%