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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 9 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 PICK ISHARES INC 200 $11K 0.01% SOLD
162 MS MORGAN STANLEY Financial Services 67 $11K 0.01% SOLD
163 BKR BAKER HUGHES COMPANY Energy 178 $11K 0.01% SOLD
164 BLUE OWL TECHNOLOGY FIN CORP 847 $10K 0.01% SOLD
165 HEDJ WISDOMTREE TR 200 $10K 0.01% SOLD
166 NOC NORTHROP GRUMMAN CORP Industrials 15 $10K 0.01% SOLD
167 GBDC GOLUB CAP BDC INC Financial Services 807 $10K 0.01% SOLD
168 GS GOLDMAN SACHS GROUP INC Financial Services 12 $10K 0.01% SOLD
169 CTAS CINTAS CORP Industrials 60 $10K 0.01% SOLD
170 PYPL PAYPAL HLDGS INC Financial Services 219 $10K 0.01% SOLD
171 AMAT APPLIED MATLS INC Technology 29 $10K 0.01% SOLD
172 NXPI NXP SEMICONDUCTORS N V Technology 50 $10K 0.01% SOLD
173 SRE SEMPRA Utilities 101 $10K 0.01% SOLD
174 IJR ISHARES TR 79 $10K 0.01% SOLD
175 BP BP PLC Energy 206 $10K 0.01% SOLD
176 SCHK SCHWAB STRATEGIC TR 308 $10K 0.01% SOLD
177 DLR DIGITAL RLTY TR INC Real Estate 53 $10K 0.01% SOLD
178 ARCC ARES CAPITAL CORP Financial Services 529 $10K 0.01% SOLD
179 INTC INTEL CORP Technology 213 $9K 0.01% SOLD
180 CDNS CADENCE DESIGN SYSTEM INC Technology 33 $9K 0.01% SOLD
Page 9 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%