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 6 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 XRPC CANARY XRP ETF 2,325 $33K 0.02% SOLD
102 XLU SELECT SECTOR SPDR TR 696 $32K 0.02% SOLD
103 ZROZ PIMCO ETF TR 482 $31K 0.02% SOLD
104 TSCO TRACTOR SUPPLY CO Consumer Cyclical 680 $31K 0.02% SOLD
105 ICF ISHARES TR 491 $30K 0.02% SOLD
106 CLOA BLACKROCK ETF TRUST II 579 $30K 0.01% SOLD
107 RWR SPDR SERIES TRUST 270 $27K 0.01% SOLD
108 SYK STRYKER CORPORATION Healthcare 78 $26K 0.01% SOLD
109 GILD GILEAD SCIENCES INC Healthcare 183 $26K 0.01% SOLD
110 USB US BANCORP Financial Services 467 $24K 0.01% SOLD
111 TJX TJX COS INC NEW Consumer Cyclical 152 $24K 0.01% SOLD
112 VZ VERIZON COMMUNICATIONS INC Communication Services 480 $24K 0.01% SOLD
113 ISHARES TR 1,143 $23K 0.01% SOLD
114 MU MICRON TECHNOLOGY INC Technology 69 $23K 0.01% SOLD
115 ISHARES TR 1,045 $23K 0.01% SOLD
116 ISHARES TR 1,066 $23K 0.01% SOLD
117 ISHARES TR 1,036 $23K 0.01% SOLD
118 CARR CARRIER GLOBAL CORPORATION Industrials 400 $23K 0.01% SOLD
119 XLB SELECT SECTOR SPDR TR 435 $22K 0.01% SOLD
120 V VISA INC Financial Services 71 $21K 0.01% SOLD
Page 6 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%