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Portfolio (Quarterly) Guide ↗

Clare Market Investments LLC

· CIK 0002054098
13F Portfolio $548M AUM 174 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 174 New
Page 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VONV VANGUARD SCOTTSDALE FDS 8,570.0 $911K 0.17% NEW $106.31 +6.6%
82 IXUS ISHARES TR 9,355.0 $893K 0.16% NEW $95.44 +2.1%
83 HEI HEICO CORP NEW Industrials 2,500.0 $890K 0.16% NEW $356.19 -1.0%
84 OKE ONEOK INC NEW Energy 10,200.0 $887K 0.16% NEW $86.94 +7.0%
85 WTTR SELECT WATER SOLUTIONS INC Utilities 44,329.0 $886K 0.16% NEW $19.98 -3.9%
86 HSY HERSHEY CO Consumer Defensive 4,930.0 $865K 0.16% NEW $175.45 +8.3%
87 ITW ILLINOIS TOOL WKS INC Industrials 3,190.0 $863K 0.16% NEW $270.47 +5.0%
88 COPX GLOBAL X FDS 11,102.0 $855K 0.16% NEW $76.97 +22.8%
89 VONG VANGUARD SCOTTSDALE FDS 6,335.0 $810K 0.15% NEW $127.81 -2.5%
90 UNG UNITED STS NAT GAS FD LP Financial Services 68,100.0 $798K 0.15% NEW $11.72 -13.4%
91 CW CURTISS WRIGHT CORP Industrials 1,030.0 $780K 0.14% NEW $757.76 -18.8%
92 GLW CORNING INC Technology 3,000.0 $766K 0.14% NEW $255.43 -43.0%
93 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.14% NEW $748850.00
94 CRM SALESFORCE INC Technology 4,738.0 $742K 0.14% NEW $156.67 +33.4%
95 IJR ISHARES TR 4,546.0 $674K 0.12% NEW $148.31 -1.0%
96 ONDS ONDAS INC Technology 77,775.0 $641K 0.12% NEW $8.24 +0.0%
97 MA MASTERCARD INCORPORATED Financial Services 1,237.0 $635K 0.12% NEW $513.66 +16.8%
98 SOXX ISHARES TR 990.0 $634K 0.12% NEW $640.76 -21.0%
99 KWEB KRANESHARES TRUST 25,871.0 $633K 0.12% NEW $24.47 +7.3%
100 CTVA CORTEVA INC Basic Materials 7,450.0 $631K 0.12% NEW $84.69 -2.2%
Page 5 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Consumer Cyclical 13.9%
Communication Services 12.5%
Financial Services 10.4%
Industrials 6.6%
Energy 4.3%
Healthcare 2.7%
Consumer Defensive 1.6%
Basic Materials 1.3%
Utilities 0.6%