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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 8 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 ISHARES TR 787 $16K 0.01% SOLD
142 LMT LOCKHEED MARTIN CORP Industrials 25 $15K 0.01% SOLD
143 CME CME GROUP INC Financial Services 50 $15K 0.01% SOLD
144 AMD ADVANCED MICRO DEVICES INC Technology 72 $15K 0.01% SOLD
145 GM GENERAL MTRS CO Consumer Cyclical 194 $14K 0.01% SOLD
146 UPS UNITED PARCEL SVCS INC Industrials 145 $14K 0.01% SOLD
147 CRWD CROWDSTRIKE HLDGS INC Technology 36 $14K 0.01% SOLD
148 VLO VALERO ENERGY CORP Energy 56 $14K 0.01% SOLD
149 CWB SPDR SERIES TRUST 148 $14K 0.01% SOLD
150 OTIS OTIS WORLDWIDE CORP Industrials 175 $13K 0.01% SOLD
151 KLAC KLA CORP Technology 9 $13K 0.01% SOLD
152 LOW LOWES COS INC Consumer Cyclical 53 $13K 0.01% SOLD
153 GEV GE VERNOVA INC Utilities 14 $12K 0.01% SOLD
154 AEP AMERICAN ELEC PWR CO INC Utilities 93 $12K 0.01% SOLD
155 PGR PROGRESSIVE CORP Financial Services 61 $12K 0.01% SOLD
156 MET METLIFE INC Financial Services 169 $12K 0.01% SOLD
157 NEE NEXTERA ENERGY INC Utilities 128 $12K 0.01% SOLD
158 TT TRANE TECHNOLOGIES PLC Industrials 28 $12K 0.01% SOLD
159 BSCQ INVESCO EXCH TRD SLF IDX FD 595 $12K 0.01% SOLD
160 LHX L3HARRIS TECHNOLOGIES INC Industrials 33 $11K 0.01% SOLD
Page 8 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%