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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 5 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 PFE PFIZER INC Healthcare 1,688 $47K 0.02% SOLD
82 ISHARES TR 2,028 $46K 0.02% SOLD
83 T AT&T INC Communication Services 1,573 $46K 0.02% SOLD
84 WFC WELLS FARGO & CO Financial Services 553 $44K 0.02% SOLD
85 FLAGSTAR BANK NATIONAL ASSOC 3,333 $44K 0.02% SOLD
86 VYM VANGUARD WHITEHALL FDS 294 $44K 0.02% SOLD
87 AWK AMERICAN WTR WKS CO INC NEW Utilities 308 $42K 0.02% SOLD
88 C CITIGROUP INC Financial Services 362 $41K 0.02% SOLD
89 MA MASTERCARD INCORPORATED Financial Services 80 $40K 0.02% SOLD
90 DIS DISNEY WALT CO Communication Services 412 $40K 0.02% SOLD
91 OC OWENS CORNING NEW Industrials 358 $39K 0.02% SOLD
92 IWM ISHARES TR 155 $38K 0.02% SOLD
93 PLD PROLOGIS INC. Real Estate 287 $38K 0.02% SOLD
94 AMT AMERICAN TOWER CORP Real Estate 217 $37K 0.02% SOLD
95 WMT WALMART INC Consumer Defensive 293 $36K 0.02% SOLD
96 NEAR ISHARES U S ETF TR 708 $36K 0.02% SOLD
97 VRTX VERTEX PHARMACEUTICALS INC Healthcare 77 $34K 0.02% SOLD
98 VWO VANGUARD INTL EQUITY INDEX F 634 $34K 0.02% SOLD
99 TRV TRAVELERS COMPANIES INC Financial Services 116 $34K 0.02% SOLD
100 XRP BITWISE XRP ETF Financial Services 2,214 $33K 0.02% SOLD
Page 5 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%