Clearwater, FLCIK 18017924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 21.5K | $23.09M | 10.7% | −475 | Reduced |
| 2 | Alphabet Inc | 63.5K | $19.92M | 9.2% | −2.0K | Reduced |
| 3 | Apple Inc | 58.8K | $15.99M | 7.4% | −274 | Reduced |
| 4 | Microsoft Corp |
| 31.3K |
| $15.14M |
| 7.0% |
| +16 |
| Added |
| 5 | Jpmorgan Chase & Co. | 40.4K | $13.00M | 6.0% | −265 | Reduced |
| 6 | Amazon Com Inc | 54.6K | $12.60M | 5.8% | +263 | Added |
| 7 | Berkshire Hathaway Inc Del | 22.2K | $11.17M | 5.2% | −132 | Reduced |
| 8 | Visa Inc | 30.6K | $10.73M | 5.0% | +65 | Added |
| 9 | Southern Co | 88.4K | $7.71M | 3.6% | +2.3K | Added |
| 10 | Asml Holding N V | 6.8K | $7.24M | 3.4% | −33 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio