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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHD SCHWAB STRATEGIC TR 16,000.0 $507K 0.09% NEW $31.71 +10.7%
122 EPD ENTERPRISE PRODS PARTNERS L 13,722.0 $504K 0.09% NEW $36.76
123 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 42,115.0 $501K 0.09% NEW $11.90 -4.2%
124 AGG ISHARES TR 4,985.0 $493K 0.09% NEW $98.97 -1.6%
125 SMA SMARTSTOP SELF STORAG REIT I Real Estate 14,744.0 $479K 0.09% NEW $32.50 +5.3%
126 NXT NEXTPOWER INC Technology 3,971.0 $473K 0.09% NEW $119.14 -27.7%
127 IWO ISHARES TR 1,198.0 $472K 0.09% NEW $393.96 -1.7%
128 DIA STATE STR SPDR DOW JONES IND Financial Services 891.0 $465K 0.09% NEW $522.17 +1.9%
129 UNILEVER PLC 7,698.0 $463K 0.08% NEW $60.12
130 IMVP INVESCO INDIA EXCHANGE-TRADE 22,709.0 $456K 0.08% NEW $20.07 -0.2%
131 MCD MCDONALDS CORP Consumer Cyclical 1,625.0 $439K 0.08% NEW $270.28 +0.2%
132 RKLB ROCKET LAB CORP Industrials 4,295.0 $437K 0.08% NEW $101.65 -28.6%
133 ADBE ADOBE INC Technology 2,110.0 $433K 0.08% NEW $205.02 +34.3%
134 VUG VANGUARD INDEX FDS 4,959.0 $427K 0.08% NEW $86.14 +1.6%
135 PM PHILIP MORRIS INTL INC Consumer Defensive 2,193.0 $397K 0.07% NEW $180.92 +4.0%
136 MXL MAXLINEAR INC Technology 3,050.0 $390K 0.07% NEW $128.03 -48.0%
137 PI IMPINJ INC Technology 2,685.0 $385K 0.07% NEW $143.23 +15.6%
138 LRCX LAM RESEARCH CORP Technology 885.0 $384K 0.07% NEW $433.39 -27.5%
139 CRWV COREWEAVE INC Technology 3,795.0 $378K 0.07% NEW $99.54 -11.7%
140 XLP SELECT SECTOR SPDR TR 4,311.0 $358K 0.07% NEW $83.08 +3.5%
Page 7 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%