St. Clair Advisors, LLC: 13F holdings
CIK 20562922026Q2
| Positions | 78 |
|---|
| Reported value | $388.7m |
|---|
| Filed | 2026-07-06 |
|---|
Change since last quarter
| Positions | 78 (-4 vs prior quarter) |
|---|
| Reported value | $388.7m (+3.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 171,431 | $128.4m | 33.0% |
| IEMG ISHARES INC | 279,824 | $23.2m | 6.0% |
| AAPL APPLE INC | 77,771 | $22.5m | 5.8% |
| IEFA ISHARES TR | 225,416 | $21.8m | 5.6% |
| MSFT MICROSOFT CORP | 49,794 | $18.6m | 4.8% |
| PGR PROGRESSIVE CORP | 66,286 | $14.5m | 3.7% |
| JEPI J P MORGAN EXCHANGE TRADED F | 226,145 | $12.8m | 3.3% |
| RWR SPDR SERIES TRUST | 86,445 | $9.8m | 2.5% |
| GOOGL ALPHABET INC | 21,465 | $7.7m | 2.0% |
| IWF ISHARES TR | 46,660 | $6.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056292")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples