Institutional Fund
Clarity Financial LLC
Houston, TXCIK 18621455 filings on record
Portfolio Value
$919.30M
Q1 2026
Holdings
118
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-15.0%
from $1.08B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.9%
- Ishares Tr5.8%
- Abbvie Inc4.3%
- Microsoft Corp4.2%
- Alphabet Inc4.1%
- Costco Whsl Corp New3.9%
- Other65.8%
Portfolio Holdings
118 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 920.5K | $109.17M | 11.9% | −437.7K | Reduced |
| 2 | Ishares Tr | 560.6K | $53.23M | 5.8% | +560.6K | New |
| 3 | Abbvie Inc | 182.7K | $39.73M | 4.3% | +691 | Added |
| 4 | Microsoft Corp | 103.6K | $38.35M | 4.2% | +27.9K | Added |
| 5 | Alphabet Inc | 132.4K | $37.98M | 4.1% | −3.0K | Reduced |
| 6 | Costco Whsl Corp New | 36.4K | $36.24M | 3.9% | +127 | Added |
| 7 | Amazon Com Inc | 161.1K | $33.55M | 3.6% | +3.5K | Added |
| 8 | Eli Lilly & Co | 34.6K | $31.85M | 3.5% | +755 | Added |
| 9 | Nvidia Corporation | 168.5K | $29.39M | 3.2% | −3.5K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 61.0K | $29.24M | 3.2% | −17.2K | Reduced |
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