Clarity Financial LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Clarity Financial LLC

CIK Number: 0001862145

929.28M
Market Value
105
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 18, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IEF iShares 7-10 Ye...
96.59
+0.10% 727.66K +0.36% 69.69M 95.21 7.50% Share
2 IEI iShares 3-7 Yea...
119.52
+0.04% 580.45K +1.00% 69.13M 117.41 7.44% Share
3 SHY iShares 1-3 Yea...
82.82
+0.02% 637.04K -3.39% 52.79M 81.52 5.68% Share
4 ABBV AbbVie Inc.
236.58
-3.19% 202.48K +11.39% 37.58M 152.4 4.04% Share
5 MSFT Microsoft Corpo...
515.74
-0.76% 69.51K -13.9% 34.57M 352.89 3.72% Share
6 COST Costco Wholesal...
916.77
-0.06% 33.58K -7.61% 33.24M 643.85 3.58% Share
7 BRK-B Berkshire Hatha...
495.96
-0.45% 67.91K +104.85% 32.99M 437.2 3.55% Share
8 GOOG Alphabet Inc.
246.43
+0.36% 184.98K +15.49% 32.81M 141.69 3.53% Share
9 PLTR Palantir Techno...
187.05
+1.14% 222.02K +23.59% 30.27M 94.31 3.26% Share
10 XLK Technology Sele...
286.24
+0.57% 115.88K -19.38% 29.34M 179.52 3.16% Share
11 LLY Eli Lilly and C...
820.20
-0.63% 36.7K +27.63% 28.61M 785.32 3.08% Share
12 MGK Vanguard Mega C...
405.20
+0.17% 73.62K +80.15% 26.96M 332.5 2.90% Share
13 AMZN Amazon.com, Inc...
222.41
+0.81% 112.7K -11.2% 24.73M 143.01 2.66% Share
14 GEV GE Vernova Inc.
606.38
+0.04% 46.39K -0.67% 24.55M 233.65 2.64% Share
15 NVDA NVIDIA Corporat...
188.89
+0.88% 154.86K -18.92% 24.47M 80.91 2.63% Share
16 PANW Palo Alto Netwo...
209.26
+1.19% 109.39K +74.48% 22.39M 179.41 2.41% Share
17 PG The Procter & G...
152.07
-0.72% 137.35K -14.96% 21.88M 158.02 2.35% Share
18 DUK Duke Energy Cor...
121.58
-0.66% 168.37K +1.93% 19.87M 96.33 2.14% Share
19 XLC Communication S...
116.48
-0.2% 180.07K -5.59% 19.54M 68.72 2.10% Share
20 XLV Health Care Sel...
143.16
-0.22% 143.72K -12.25% 19.37M 139.19 2.08% Share
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