Clarity Financial LLC: 13F holdings
CIK 18621452026Q2
| Positions | 127 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 127 (+9 vs prior quarter) |
|---|
| Reported value | $1.2bn (+28.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MBB ISHARES TR | 1,172,019 | $110.8m | 9.4% |
| IEI ISHARES TR | 536,456 | $63.0m | 5.4% |
| MSFT MICROSOFT CORP | 152,532 | $56.9m | 4.8% |
| GOOG ALPHABET INC | 151,877 | $53.7m | 4.6% |
| ABBV ABBVIE INC | 198,762 | $50.0m | 4.2% |
| AMZN AMAZON COM INC | 209,200 | $49.9m | 4.2% |
| COST COSTCO WHOLESALE CORPORATION | 52,658 | $49.3m | 4.2% |
| NVDA NVIDIA CORPORATION | 234,496 | $46.9m | 4.0% |
| LLY ELI LILLY & CO | 36,647 | $44.0m | 3.7% |
| AAPL APPLE INC | 150,242 | $43.5m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1862145")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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