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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 7 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 CB CHUBB LTD SWITZ Financial Services 65 $21K 0.01% SOLD
122 KO COCA COLA CO Consumer Defensive 275 $21K 0.01% SOLD
123 XLE SELECT SECTOR SPDR TR 341 $21K 0.01% SOLD
124 NEM NEWMONT CORP Basic Materials 192 $21K 0.01% SOLD
125 PLTR PALANTIR TECHNOLOGIES INC Technology 130 $19K 0.01% SOLD
126 VEA VANGUARD TAX-MANAGED FDS 285 $18K 0.01% SOLD
127 PPLT ABRDN PLATINUM ETF TRUST Financial Services 100 $18K 0.01% SOLD
128 NKE NIKE INC Consumer Cyclical 337 $18K 0.01% SOLD
129 BIIB BIOGEN INC Healthcare 97 $18K 0.01% SOLD
130 LRCX LAM RESEARCH CORP Technology 80 $17K 0.01% SOLD
131 BAC BANK AMERICA CORP Financial Services 344 $17K 0.01% SOLD
132 GE GE AEROSPACE Industrials 58 $16K 0.01% SOLD
133 FTSL FIRST TR EXCHANGE-TRADED FD 366 $16K 0.01% SOLD
134 DG DOLLAR GEN CORP Consumer Defensive 137 $16K 0.01% SOLD
135 XRPI VOLATILITY SHS TR 2,140 $16K 0.01% SOLD
136 ISRG INTUITIVE SURGICAL INC Healthcare 35 $16K 0.01% SOLD
137 HCA HCA HEALTHCARE INC Healthcare 34 $16K 0.01% SOLD
138 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 52 $16K 0.01% SOLD
139 CMCSA COMCAST CORP NEW Communication Services 545 $16K 0.01% SOLD
140 UBER UBER TECHNOLOGIES INC Technology 216 $16K 0.01% SOLD
Page 7 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%