AiSiWhale

AI & tech investing

Clarity Financial LLC

CIK 1862145

13F filing for Q2 2026・No. 2,313

Holdings
US$1.18B
Quarter change
+US$257.68M
Entries
132
Net bought (estimate)
+US$172.64M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 20
  • Sold out 11
  • Cut 36
  • Added 58
  • Corporate actions 0
  • Unchanged 13

Largest holdings

127 stocks worth US$1.17B, options and bonds left out.

StockThis quarterValueWeight
MBBISHARES TRMBS ETFAddedUS$110.78M9.48%
ISHARES TR3 7 YR TREAS BDCutUS$63.01M5.39%
MSFTMicrosoftCOMAddedUS$56.9M4.87%
GOOGALPHABET INCCAP STK CL CAddedUS$53.66M4.59%
ABBVABBVIE INCCOMAddedUS$50.02M4.28%
AMZNAmazonCOMAddedUS$49.86M4.27%
COSTCOSTCO WHOLESALE CORPORATIONCOMAddedUS$49.26M4.21%
NVDANvidiaCOMAddedUS$46.92M4.01%
LLYELI LILLY & COCOMAddedUS$43.96M3.76%
AAPLAppleCOMAddedUS$43.47M3.72%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.