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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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLK BLACKROCK INC Financial Services 367.0 $353K 0.06% NEW $962.81 +20.1%
142 ABBV ABBVIE INC Healthcare 1,398.0 $352K 0.06% NEW $251.58 +5.3%
143 MOAT VANECK ETF TRUST 3,329.0 $346K 0.06% NEW $103.95 +10.1%
144 CSCO CISCO SYS INC Technology 2,941.0 $345K 0.06% NEW $117.46 -5.5%
145 DOCU DOCUSIGN INC Technology 7,773.0 $345K 0.06% NEW $44.42 +39.6%
146 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 12,428.0 $331K 0.06% NEW $26.67 +6.2%
147 OEF ISHARES TR 895.0 $327K 0.06% NEW $365.87 +3.3%
148 MRK MERCK & CO INC Healthcare 2,548.0 $327K 0.06% NEW $128.51 +18.7%
149 LNG CHENIERE ENERGY INC Energy 1,352.0 $323K 0.06% NEW $239.05 +16.1%
150 CGNX COGNEX CORP Technology 4,310.0 $312K 0.06% NEW $72.42 -16.4%
151 IGV ISHARES TR 3,315.0 $300K 0.06% NEW $90.60 +14.1%
152 IJH ISHARES TR 3,825.0 $295K 0.05% NEW $77.11 -0.4%
153 APLD APPLIED DIGITAL CORP Technology 7,680.0 $286K 0.05% NEW $37.30 -27.1%
154 PG PROCTER & GAMBLE CO Consumer Defensive 1,944.0 $285K 0.05% NEW $146.67 -1.4%
155 SMH VANECK ETF TRUST 420.0 $275K 0.05% NEW $655.89 -14.6%
156 DASH DOORDASH INC Communication Services 1,470.0 $271K 0.05% NEW $184.53 +21.1%
157 YOU CLEAR SECURE INC Technology 4,775.0 $266K 0.05% NEW $55.73 -22.3%
158 URI UNITED RENTALS INC Industrials 231.0 $261K 0.05% NEW $1130.99 -2.9%
159 SO SOUTHERN CO Utilities 2,650.0 $254K 0.05% NEW $95.71 -7.1%
160 DLR DIGITAL RLTY TR INC Real Estate 1,299.0 $233K 0.04% NEW $179.60 +6.1%
Page 8 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%