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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWP ISHARES TR 1,534.0 $225K 0.04% NEW $146.42 -1.9%
162 GE GE AEROSPACE Industrials 600.0 $224K 0.04% NEW $373.73 -6.8%
163 AES AES CORP Utilities 15,000.0 $220K 0.04% NEW $14.66 +0.8%
164 IYH ISHARES TR 3,250.0 $218K 0.04% NEW $67.01 +10.3%
165 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 16,630.0 $212K 0.04% NEW $12.76 +52.4%
166 IWM ISHARES TR 696.0 $209K 0.04% NEW $300.45 -0.2%
167 VTEB VANGUARD MUN BD FDS 4,000.0 $202K 0.04% NEW $50.58 -2.1%
168 QUBT QUANTUM COMPUTING INC Technology 17,985.0 $174K 0.03% NEW $9.70 -8.0%
169 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 29,068.0 $169K 0.03% NEW $5.80 -7.9%
170 COMP COMPASS INC Technology 11,700.0 $144K 0.03% NEW $12.33 -4.7%
171 ETHA ISHARES ETHEREUM TR Financial Services 10,910.0 $130K 0.02% NEW $11.89 +53.4%
172 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 19,400.0 $107K 0.02% NEW $5.53 +24.6%
173 BITO PROSHARES TR 11,650.0 $93K 0.02% NEW $7.98 +30.5%
174 AMD PUT ADVANCED MICRO DEVICES INC Technology 100.0 $58K 0.01% NEW $580.91 -18.5%
Page 9 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%