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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 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VEEV VEEVA SYS INC Healthcare 3,440.0 $610K 0.11% NEW $177.47 +39.7%
102 REMX VANECK ETF TRUST 6,757.0 $598K 0.11% NEW $88.50 -8.8%
103 VOO VANGUARD INDEX FDS 867.0 $595K 0.11% NEW $686.81 +2.5%
104 XLI SELECT SECTOR SPDR TR 3,212.0 $595K 0.11% NEW $185.20 -2.7%
105 WDAY WORKDAY INC Technology 4,840.0 $593K 0.11% NEW $122.42 +63.4%
106 NRG NRG ENERGY INC Utilities 4,050.0 $592K 0.11% NEW $146.06 -22.6%
107 LASR NLIGHT INC Technology 8,460.0 $589K 0.11% NEW $69.62 -31.9%
108 HD HOME DEPOT INC Consumer Cyclical 1,659.0 $585K 0.11% NEW $352.60 -4.8%
109 PL PLANET LABS PBC Industrials 17,600.0 $583K 0.11% NEW $33.13 -32.7%
110 MU MICRON TECHNOLOGY INC Technology 500.0 $577K 0.10% NEW $1154.29 -16.2%
111 XBI SPDR SERIES TRUST 3,552.0 $562K 0.10% NEW $158.25 +4.7%
112 MUB ISHARES TR 5,100.0 $549K 0.10% NEW $107.62 -2.1%
113 TTMI TTM TECHNOLOGIES INC Technology 2,916.0 $545K 0.10% NEW $187.02 -40.9%
114 CCJ CAMECO CORP Energy 5,350.0 $545K 0.10% NEW $101.86 +0.6%
115 ICOP ISHARES TR 11,001.0 $542K 0.10% NEW $49.23 +20.5%
116 ETN EATON CORP PLC Industrials 1,270.0 $541K 0.10% NEW $426.12 -1.6%
117 XLF SELECT SECTOR SPDR TR 10,041.0 $538K 0.10% NEW $53.61 +7.2%
118 ASTS AST SPACEMOBILE INC Technology 6,020.0 $535K 0.10% NEW $88.86 -22.7%
119 IBB ISHARES TR 2,760.0 $525K 0.10% NEW $190.21 +12.3%
120 QCOM QUALCOMM INC Technology 2,816.0 $520K 0.10% NEW $184.82 -13.0%
Page 6 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%