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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 4 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 IBTO ISHARES TR 2,710 $66K 0.03% SOLD
62 NOBL PROSHARES TR 615 $65K 0.03% SOLD
63 XLC SELECT SECTOR SPDR TR 584 $65K 0.03% SOLD
64 XLP SELECT SECTOR SPDR TR 789 $65K 0.03% SOLD
65 IWY ISHARES TR 257 $64K 0.03% SOLD
66 MFS ACTIVE EXCHANGE TRADED F 2,291 $62K 0.03% SOLD
67 INTU INTUIT Technology 143 $62K 0.03% SOLD
68 AVDV AMERICAN CENTY ETF TR 605 $60K 0.03% SOLD
69 SGOV ISHARES TR 598 $60K 0.03% SOLD
70 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 645 $60K 0.03% SOLD
71 EVSD MORGAN STANLEY ETF TRUST 1,148 $58K 0.03% SOLD
72 XLI SELECT SECTOR SPDR TR 359 $58K 0.03% SOLD
73 J JACOBS SOLUTIONS INC Industrials 455 $58K 0.03% SOLD
74 ACN ACCENTURE PLC IRELAND Technology 291 $58K 0.03% SOLD
75 ORCL ORACLE CORP Technology 392 $58K 0.03% SOLD
76 LLY ELI LILLY & CO Healthcare 62 $57K 0.03% SOLD
77 BAB INVESCO EXCH TRADED FD TR II 2,010 $54K 0.03% SOLD
78 ADI ANALOG DEVICES INC Technology 170 $54K 0.03% SOLD
79 UNH UNITEDHEALTH GROUP INC Healthcare 180 $49K 0.03% SOLD
80 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 525 $47K 0.02% SOLD
Page 4 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%